Banking Sales Associate: Build Loyal Clients & Cross-Sell

Citigroup Inc.; Plantation (FL); On-site; USD 51,000 - 71,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. is seeking an entry-level Personal Banker in Plantation, FL to assist with sales and service activities in coordination with the customer service team. The role aims to build loyalty and grow relationships with individual consumer clients.

Responsibilities include handling small business loan opportunities, cross-selling treasury and related products, coaching branch staff, and ensuring compliance with Citigroup policies while delivering a superior client experience.

Qualifications

• 0-2 years of relevant experience.
• NMLS registration; Safe Act compliant.
• Knowledge of Smart Banking tools and technologies.
• Clear and concise written and verbal communication skills.

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 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 and inbound calls to acquire new relationships and deepen existing relationships through cross-selling products and services.
• Provide Tellers and branch staff with coaching on products and programs, identifying client needs and referrals.
• Educate clients on service and digital channels and present product offers/financial solutions.
• Understand and comply with Citibank policies and procedures.
• Assess risk in business decisions and maintain compliance with laws and regulations.

Skills

Bilingual English/Spanish

Communication skills

Education

Bachelor's Degree

Job description

Citigroup Inc. is seeking an entry-level Personal Banker in Plantation, FL to assist with sales and service activities in coordination with the customer service team. The role aims to build loyalty and grow relationships with individual consumer clients.

Responsibilities include handling small business loan opportunities, cross-selling treasury and related products, coaching branch staff, and ensuring compliance with Citigroup policies while delivering a superior client experience.