Apply for Personal Banker SAFE Act role at Citi Fresh Meadows – Entry level, full-time, excellent benefits & $61-85K salary in 2025.
Table of Contents
💼 Job Role & Category:
- Role: Personal Banker SAFE Act
- Category: Full-Time, On-Site
🏢 Why Join Citi?
Citi is one of the world’s largest and most prestigious financial institutions, serving millions of customers across 160+ countries with a workforce of over 230,000 dedicated professionals. As a global banking leader since 1812, Citi provides consumer banking, corporate banking, investment banking, and wealth management services to individuals, corporations, governments, and institutions worldwide. The company is renowned for its innovative digital banking solutions, commitment to financial inclusion, and sustainable banking practices.
At Citi, employees don’t just have jobs – they build careers that make a real impact on communities globally. The company fosters a culture of continuous learning, diversity, and inclusion, consistently ranking among the top employers in the financial services sector. Citi’s commitment to employee development, work-life balance, and competitive compensation makes it an employer of choice for banking professionals at all levels.
📝 Job Summary
The Personal Banker SAFE Act is an entry-level position focused on executing sales, products, and service activities in coordination with the customer service team. This role aims to foster customer relationships, build loyalty, and increase sales to individual consumer clients. You’ll be part of Citi’s branch network, delivering remarkable client experiences while growing your career in retail banking.
🔧 Key Responsibilities
- 💳 Work with business credit requests under $250K and recognize larger lending opportunities
- 🤝 Build referral business through Centers of Influence (COIs) and Member Get Member Program
- 📈 Assist in strategies to grow small business clients and implement targeted sales plans
- 📞 Deliver client services through outbound/inbound calls to acquire and deepen relationships
- 🎯 Cross-sell relevant products and services while ensuring remarkable client experience
- 👥 Provide coaching and guidance to Tellers and branch staff on products and programs
- 💻 Educate clients on digital channels and leverage technology/marketing tools
- 📊 Recognize transaction needs and present appropriate financial solutions
- ✅ Ensure compliance with Citibank policies, standards, and procedures
- 🛡️ Assess risk appropriately and safeguard firm’s reputation and assets
✅ Who Can Apply?
🎓 Education Requirements:
- Bachelor’s Degree/University degree or equivalent experience
💼 Experience Level:
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
💡 Required Skills:
- Clear and concise written and verbal communication skills
- Knowledge of Smart Banking tools and technologies
- Customer service orientation
- Sales and relationship-building abilities
📜 Certifications:
- NMLS registration required
- Must be SAFE Act compliant
🌍 Work Location & Type
Location: Fresh Meadows, New York, United States
Work Type: On-Site/Resident (Full-Time)
💰 Salary Insights
Primary Salary Range: $61,280 – $85,520 USD annually
Additional compensation includes:
- Performance-Based Pay through discretionary and formulaic incentive awards
- Retention awards for eligible employees
- Competitive commission structure
- Annual bonuses based on individual and company performance
Note: This position is US-based. For similar roles in India, Personal Banker positions typically offer ₹3-6 LPA for entry-level candidates.
🎁 Perks & Benefits
Citi offers comprehensive benefits package including:
- 🏥 Medical, Dental & Vision Coverage – Comprehensive health insurance for you and dependents
- 💰 401(k) Retirement Plan – Company-matched retirement savings
- 🛡️ Life, Accident & Disability Insurance – Financial protection for you and family
- 🏖️ Paid Time Off – Vacation, sick leave, and paid holidays
- 🏋️ Wellness Programs – Health and fitness initiatives
- 📚 Career Development – Training programs and advancement opportunities
- 💻 Modern Banking Tools – Access to cutting-edge financial technology
📝 How to Apply
📢 How to Apply for Citi Recruitment 2025:
- Click on the “Apply” button below
- You’ll be redirected to Citi’s careers portal
- Create an account or login to existing profile
- Complete the online application form
- Upload your resume and required documents
- Complete NMLS registration requirements
- Review all information carefully
- Submit your application before December 3, 2025
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❓ Frequently Asked Questions (FAQs)
Q1: What is the selection process for this role?
A: The typical process includes application review, initial phone screening, in-person or video interviews with branch management, background checks, and NMLS registration verification.
Q2: Is this position open to freshers?
A: Yes! This is an entry-level position requiring 0-2 years of experience. Fresh graduates with a Bachelor’s degree are welcome to apply.
Q3: What is SAFE Act compliance?
A: The SAFE Act requires individuals who originate residential mortgage loans to register with NMLS (Nationwide Mortgage Licensing System). Citi will guide you through this registration process.
Q4: Are there opportunities for career growth?
A: Absolutely! Citi offers extensive career development programs. Personal Bankers can advance to Senior Banker, Branch Manager, or specialized roles in wealth management, commercial banking, or corporate divisions.
Q5: What is the application deadline?
A: The anticipated posting close date is December 3, 2025. Apply as soon as possible as positions may be filled before this date.