Personal Banker SAFE Act - Brookfield Branch

The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, product, or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities Work with business credit requests less than $250K, recognize and refer larger lending opportunities, and cross‑sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client base and implement appropriate sales plans targeting book of business customers. Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing relationships through the cross‑sell of relevant products and services while delivering a remarkable client experience. Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals. Recognize transaction needs of clients, educate them on all service and digital channels, and leverage technology and marketing tools available to uncover opportunities, and present product offers and financial solutions. Understand and comply with Citibank policies, standards, and procedures. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior and business practices, and escalating, managing, and reporting control issues with transparency. Qualifications 0–2 years of relevant experience. Previous banking, retail, or sales experience preferred. Knowledge of Smart Banking tools and technologies. NMLS registration; Safe Act compliant. Consistently demonstrates clear and concise written and verbal communication skills. Education Bachelor’s Degree, university degree, or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Additionally, paid time off packages are provided, including vacation, sick leave, and paid holidays. For more information regarding employee benefits, visit the company benefits portal. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr Citi