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Personal Banker SAFE Act - Glen Cove Branch
$8,520–$61,280 year
On-site · Glen Cove, New York, United States
Job Summary
Entry-level Personal Banker role at Citi's Glen Cove, NY location focused on building customer relationships and driving sales through cross-selling banking products and services. Responsibilities include handling business credit referrals under $250K, identifying larger lending opportunities, leveraging COIs and MGM to grow book of business, delivering client services via outbound/inbound calls, coaching branch staff on products and programs, educating clients on service channels and digital tools, ensuring compliance with Citigroup policies and risk controls, and executing targeted sales plans to increase customer loyalty and product utilization. Qualifications emphasize a bachelor's degree (or equivalent), 0-2 years banking/sales experience, and NMLS Safe Act compliance; strong communication skills and familiarity with Smart Banking tools are preferred.
Required Qualifications
- Bachelor's Degree/University degree or equivalent experience
- 0-2 years of relevant experience
- NMLS registration; Safe Act compliant
- Knowledge of Smart Banking tools and technologies
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