Personal Banker SAFE Act - Brooklyn

As a Personal Banker SAFE Act at Citi, your key responsibilities include assisting in business credit requests under $250K, identifying larger lending opportunities, cross-selling treasury and small business products, and delivering top-notch client services. You'll work closely with the customer service team to foster strong client relationships while also recognizing and addressing clients' transaction needs.

To qualify for the Personal Banker SAFE Act position at Citi, you should have 0-2 years of relevant experience, ideally in banking, retail, or sales. A Bachelor's degree or equivalent experience is required, along with NMLS registration to comply with the SAFE Act. Skills in communication and an understanding of Smart Banking tools will also greatly benefit your application.

Citi is committed to the professional growth of its employees, including Personal Bankers SAFE Act. You will receive training and ongoing support from experienced colleagues, allowing you to develop essential sales skills, understand financial products, and improve client interactions. Additionally, Citi offers competitive benefits and incentives that further support your career journey.

As a Personal Banker SAFE Act at Citi, you can expect a dynamic, inclusive work environment that emphasizes teamwork and collaboration. The team atmosphere allows you to share ideas and learn from others while pursuing ambitious goals in providing exceptional customer service and fostering client relationships.

Yes, there are numerous growth opportunities for Personal Bankers at Citi! Starting as a Personal Banker SAFE Act can lead to advanced roles within the organization, such as Branch Manager or specialized banking roles. Citi encourages internal promotions and offers a clear path for career advancement for driven individuals.

Begin by greeting the client warmly and asking open-ended questions to understand their financial needs. Show genuine interest in their goals and explain how Citi's products can help achieve them, building a rapport that fosters trust.

Think of a specific example where you went above and beyond for a customer—whether by providing exceptional service, resolving an issue promptly, or suggesting a beneficial product. Relate this back to your commitment to client satisfaction and attention to detail.

Successful strategies often include actively listening to clients during interactions, recognizing their needs, and leveraging referrals while utilizing data analytics to identify trends and target potential clients effectively.

Stay calm and listen to the customer's concerns without interrupting. Empathize with their situation, apologize if necessary, and work towards a solution collaboratively, demonstrating commitment to resolving their issues.

Express your enthusiasm for making an impact in people’s lives by helping them manage their finances effectively. Highlight your passion for customer service and connection with the community, which drives your interest in the role.

Share specific examples of banking or financial tools you've used, emphasizing any familiarity with digital platforms and how these tools enhance the customer experience, drive productivity, and streamline communication.

Discuss your systematic approach to prioritization, such as using lists or digital tools to organize tasks, responding to urgent client needs first, and being flexible to adjust based on team directives and workflow demands.

The SAFE Act is vital for maintaining trust in the banking industry, requiring lenders to adhere to certain standards. Discuss understanding of compliance requirements and how you ensure adherence during client interactions and transaction processes.

Mention your commitment to open communication, sharing successes and challenges, supporting teammates, and participating in team-building activities that emphasize collaboration and positive energy in the workplace.

Articulate your admiration for Citi’s reputation in the banking industry, the alignment of their values with yours, and your excitement about contributing to a company committed to customer service and innovation.