H-1B Visa Personal Banker Jobs
Personal Banker roles at U.S. banks qualify for H-1B sponsorship when the position requires a bachelor's degree in finance, business, or a related field. Large regional and national banks file H-1B petitions regularly, and your financial services background and client-facing credentials strengthen the specialty occupation case your employer builds with USCIS.
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Get Access To All JobsJob Req Id:
26958358
Location(s):
New York, New York, United States
Job Type:
On-Site/Resident
Posted:
Apr. 23, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products 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/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 and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering 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 clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/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, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Job Req Id:
26958358
Location(s):
New York, New York, United States
Job Type:
On-Site/Resident
Posted:
Apr. 23, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products 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/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 and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering 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 clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/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, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all 55+ Personal Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Personal Banker roles.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Personal Banker
Verify your degree supports specialty occupation
USCIS requires that a Personal Banker role demands at least a bachelor's degree in a specific field. A finance, economics, or business administration degree maps most cleanly. A general studies degree may trigger a Request for Evidence, so gather official transcripts and a credential evaluation now.
Target banks enrolled in E-Verify
Federal contractors and many large banks are required to use E-Verify, which signals established H-1B infrastructure. Filtering your search to E-Verify-enrolled employers reduces the risk of approaching banks that have never navigated the petition process for branch-level roles.
Check prevailing wage before negotiating your offer
Your employer's Labor Condition Application must certify a wage at or above the DOL prevailing wage for your metro area. Run the OFLC Wage Search using SOC code 13-2072 before your offer conversation so you know the floor your employer is legally required to meet.
Search LCA filing history on Migrate Mate
Not every bank that hires Personal Bankers files H-1B petitions for the role. Migrate Mate shows verified DOL Labor Condition Application data by employer and occupation, so you can identify which institutions have an actual track record sponsoring this specific position.
Ask HR about cap-exempt filing options
If a bank has a university partnership or an affiliated nonprofit research arm, petitions filed through that entity may qualify as cap-exempt, bypassing the annual H-1B lottery. This is uncommon but worth asking about directly before assuming lottery registration is your only path.
Confirm your start date fits the cap-subject timeline
Cap-subject H-1B petitions can only be filed for an October 1 start date. If you're finishing OPT or a grace period mid-year, your employer needs to understand this constraint early. Misaligned timelines are a common reason offers fall through after selection.
Personal Banker jobs are hiring across the US. Find yours.
Find Personal Banker JobsPersonal Banker H-1B Visa: Frequently Asked Questions
Does a Personal Banker role qualify as a specialty occupation for H-1B purposes?
It can, but it depends on how the employer defines the position. USCIS evaluates whether the role normally requires a bachelor's degree in a specific field. Banks that require a finance, accounting, or business administration degree and document that in the job description have a stronger case than those listing a degree as preferred rather than required.
Which types of banks are most likely to sponsor H-1B visas for Personal Bankers?
Large regional banks, national retail banks, and financial institutions with dedicated HR or immigration teams are most likely to have existing H-1B infrastructure for branch-level roles. Smaller community banks rarely sponsor because the process requires legal fees and compliance resources. You can review verified LCA filing history by employer on Migrate Mate before applying.
How does the DOL prevailing wage requirement affect Personal Banker job offers?
Your employer must file a Labor Condition Application certifying your wage meets or exceeds the DOL prevailing wage for Personal Banker roles in your specific metro area. The wage level depends on your experience and the local market. Use the OFLC Wage Search with SOC code 13-2072 to check the applicable threshold before you receive a formal offer.
Can a Personal Banker on OPT transfer to H-1B status with the same employer?
Yes. If you're already working at a bank on OPT, your employer can sponsor you for H-1B by filing a petition during the March registration window for an October 1 start. If you have STEM OPT, the extended authorization period gives you additional time to go through the lottery process if you aren't selected in your first year.
What documents should I prepare before asking an employer to sponsor my H-1B?
Gather official transcripts showing your degree field, a credential evaluation if your degree is from outside the U.S., any professional certifications such as Series 6 or Series 63 licenses, and a clear description of your current or prior duties. These documents help the employer's immigration attorney build the specialty occupation argument required by USCIS.
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