Bilingual Personal Banker — Build Relationships & Grow Sales

Citi; New York (NY); On-site; USD 51,000 - 71,000; Full time

Job summary

Citi Personal Banker SAFE Act is an entry-level role focused on assisting in sales, products and services in coordination with the customer service team. Training is provided to support growth in the role.

Based in Miami, FL, you will build relationships with individual clients, cross-sell financial products, and deliver exceptional client experiences while adhering to Citi policies and risk controls. Spanish language proficiency is preferred; on-site work at the Tamiami Branch is required.

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.
• Bilingual English/Spanish Speaking Preferred.

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 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.

Skills

Bilingual English/Spanish

0-2 years experience

Education

Bachelor's Degree/University

Tools

Smart Banking tools

NMLS registration

Job description

Citi Personal Banker SAFE Act is an entry-level role focused on assisting in sales, products and services in coordination with the customer service team. Training is provided to support growth in the role.

Based in Miami, FL, you will build relationships with individual clients, cross-sell financial products, and deliver exceptional client experiences while adhering to Citi policies and risk controls. Spanish language proficiency is preferred; on-site work at the Tamiami Branch is required.