Entry-Level Personal Banker, SAFE Act Certified

Citi; Boynton Beach (FL); On-site; USD 51,000 - 71,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) retirement plan

Paid time off

Job summary

Citi in Boynton Beach, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to build loyalty and increase sales to consumer clients while fostering strong customer relationships.

Responsibilities include handling small business opportunities, coaching staff, and ensuring compliance with Citibank policies as part of a broader consumer sales and branch sales function.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.

Responsibilities

• Assist in processing customer banking requests and cross-sell products.
• Grow small business client relationships with targeted sales plans.
• Provide coaching to tellers and staff on products and programs.
• Ensure compliance with Citibank policies and risk controls.

Skills

Customer service

Sales

Communication

NMLS knowledge

Safe Act aware

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

Citi in Boynton Beach, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to build loyalty and increase sales to consumer clients while fostering strong customer relationships.

Responsibilities include handling small business opportunities, coaching staff, and ensuring compliance with Citibank policies as part of a broader consumer sales and branch sales function.