Entry-Level Personal Banker: Grow Relationships & Sales

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

Benefits offered by this job

Medical, dental, vision insurance

401(k)

Life insurance

Paid time off

Job summary

Citigroup's Personal Banker SAFE Act in Hollywood, FL is an entry-level role supporting sales and service in coordination with the customer service team. The position aims to foster customer loyalty and help increase sales to individual consumer clients.

The role involves handling small business and consumer banking tasks, coaching staff, cross-selling products, and ensuring adherence to Citi policies and risk controls in a dynamic branch environment.

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 preferred.

Responsibilities

• Work with business credit requests under $250K, refer larger lending opportunities and cross-sell treasury products.
• Build referral opportunities through COIs and MGM program.
• Grow small business client base and implement sales plans for Book of Business.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships through cross-sell of products and services.
• Coach tellers and staff on products and programs, identify client needs, provide referrals.
• Educate clients on services and digital channels and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk in business decisions, safeguard Citi's reputation and assets, escalate control issues with transparency.

Skills

Verbal communication

Written communication

Bilingual (English/Spanish)

Education

Bachelor's degree or equivalent

Tools

Smart Banking tools

Job description

Citigroup's Personal Banker SAFE Act in Hollywood, FL is an entry-level role supporting sales and service in coordination with the customer service team. The position aims to foster customer loyalty and help increase sales to individual consumer clients.

The role involves handling small business and consumer banking tasks, coaching staff, cross-selling products, and ensuring adherence to Citi policies and risk controls in a dynamic branch environment.