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

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Boca Raton, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team, building loyalty and helping grow the book of business with individual consumer clients.

Responsibilities include handling small business opportunities up to 250K, cross-selling treasury products, coaching branch staff, educating clients on digital channels, and ensuring compliance with Citigroup policies and risk controls.

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.

Responsibilities

• Work with customer credit requests under $250K and refer larger lending opportunities.
• Build referral opportunities through COIs and MGM program.
• Assist in strategies to grow small business client base and implement sales plans.

Skills

Customer service

Sales

NMLS registration

Communication skills

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Boca Raton, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team, building loyalty and helping grow the book of business with individual consumer clients.

Responsibilities include handling small business opportunities up to 250K, cross-selling treasury products, coaching branch staff, educating clients on digital channels, and ensuring compliance with Citigroup policies and risk controls.