Entry-Level Personal Banker - Build Relationships

Citi; Fort Lauderdale (FL); Vor Ort; USD 51.000 - 71.000; Vollzeit

Zusammenfassung

Citi in Fort Lauderdale is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The goal is to foster customer relations, build loyalty, and help increase sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury and related products, coaching tellers, educating clients on digital channels, and ensuring compliance with Citibank policies while

Qualifikationen

• 0-2 years of relevant experience.
• Experience in banking, retail, or sales preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• Clear and concise written and verbal communication skills.
• Bilingual English/Spanish speaking preferred.

Aufgaben

• Work with business credit requests under $250K, 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.
• Grow the small business client by implementing sales plans to target Book of Business customers.
• Deliver client services via outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products.
• Provide coaching to Tellers and branch staff 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, standards and procedures.
• Assess risk when making business decisions and escalate control issues with transparency.

Kenntnisse

Communication skills

Bilingual English/Spanish

Ausbildung

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Jobbeschreibung

Citi in Fort Lauderdale is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The goal is to foster customer relations, build loyalty, and help increase sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury and related products, coaching tellers, educating clients on digital channels, and ensuring compliance with Citibank policies while