Entry-Level Personal Banker — SAFE Act & Client Growth

Citi; Fort Lauderdale (FL); On-site; USD 51,000 - 71,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citi in Fort Lauderdale, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities alongside the customer service team, build customer loyalty, and help grow sales to individual consumer clients.

You will assist in handling referrals, cross-sell treasury products, coach branch staff, and ensure compliance with Citi policies while delivering excellent client experiences.

Qualifications

• Knowledge of Smart Banking tools and technologies.
• 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 to target Book of Business customers.
• Deliver client services/outbound/inbound calls to acquire and deepen relationships through cross-sell of products and services.
• Provide tellers and branch staff with coaching on products and programs, identifying client needs and referrals.
• Educate clients on service and digital channels and present product offers/financial solutions.
• Understand and comply with Citibank policies and procedures.
• Assess risk in business decisions and ensure compliance with laws and regulations.

Skills

Smart Banking tools

Clear written communication

English/Spanish bilingual

NMLS registration

Education

Bachelor's Degree

Tools

NMLS registration

Job description

Citi in Fort Lauderdale, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities alongside the customer service team, build customer loyalty, and help grow sales to individual consumer clients.

You will assist in handling referrals, cross-sell treasury products, coach branch staff, and ensure compliance with Citi policies while delivering excellent client experiences.