Entry-Level Personal Banker: Build Relationships & Cross-Sell

Citi; Florida; On-site; USD 51,000 - 71,000; Full time

Job summary

Citi is seeking an entry-level Personal Banker in Pinecrest, Florida, to assist in sales and service activities with the customer service team. The role aims to foster customer loyalty and grow sales to individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, and cross-selling products while ensuring compliance with Citibank policies. Strong communication, bilingual ability, and familiarity with Smart Banking tools are preferred.

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.
• 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 sales plans for Book of Business customers.
• Deliver client services/outbound and inbound calls to acquire new relationships and deepen existing relationships while cross-selling relevant products and services.
• Provide Tellers and other branch staff with coaching on products and programs, identifying client needs, and referrals.
• Recognize transaction needs of clients, educate on service and digital channels and leverage technology/ marketing tools to uncover opportunities and present offers.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk when business decisions are made, safeguard Citigroup and assets, escalate and report control issues with transparency.

Skills

Excellent communication

Bilingual English/Spanish

Customer service

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi is seeking an entry-level Personal Banker in Pinecrest, Florida, to assist in sales and service activities with the customer service team. The role aims to foster customer loyalty and grow sales to individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, and cross-selling products while ensuring compliance with Citibank policies. Strong communication, bilingual ability, and familiarity with Smart Banking tools are preferred.