Entry-Level Personal Banker: Grow Relationships & Sales

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

Job summary

Citi is offering an entry-level Personal Banker SAFE Act position in Boca Raton, FL, focusing on building customer relationships and increasing sales through coordinated service teams.

The role involves handling small business referrals, coaching tellers, educating clients on services, and ensuring compliance with Citibank policies. This on-site position requires 0–2 years of experience and a Bachelor's degree.

Qualifications

• Bachelor's Degree/University degree or equivalent experience.
• 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.

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 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 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, safeguarding CitiGroup, its clients and assets by driving compliance with applicable laws and regulations

Skills

Communication skills

Sales experience

Customer service

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi is offering an entry-level Personal Banker SAFE Act position in Boca Raton, FL, focusing on building customer relationships and increasing sales through coordinated service teams.

The role involves handling small business referrals, coaching tellers, educating clients on services, and ensuring compliance with Citibank policies. This on-site position requires 0–2 years of experience and a Bachelor's degree.