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Personal Banker SAFE Act at Citi - ApplyBlast

Personal Banker SAFE Act

Citi

1 month ago

3.6 on Glassdoor

Bedford Village, New York, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Personal Banker SAFE Act is an entry-level role focused on assisting with sales, products, and service activities to build customer loyalty and increase sales for individual consumer clients. The position involves fostering client relationships, identifying cross-selling opportunities, and delivering exceptional service through both inbound and outbound interactions. It also requires collaborating with branch staff to enhance product knowledge and ensure compliance with bank policies and risk management standards.

Responsibilities

Execute sales and service activities to build customer loyalty and increase sales
Manage business credit requests and cross-sell treasury and small business products
Deliver client services and outbound calls to acquire and deepen customer relationships

Skills

Qualifications

NMLS registrationSafe Act compliant

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.