Entry-Level Personal Banker – SAFE Act & Sales

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

Job summary

Citi in Miami, FL is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities with the customer service team. Build loyalty with clients and grow sales to consumer clients.

Key duties include handling small business referrals, coaching staff, and ensuring compliance with Citi policies while delivering strong client experiences in a retail banking 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 speaking preferred.

Responsibilities

• Work with business credit requests under $250K, 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.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing ones through cross-sell.
• Coach branch staff on products and programs, identifying client needs and referrals.
• Recognize transaction needs, educate on all channels and present financial solutions.
• Understand and comply with Citibank policies and procedures and manage risk.

Skills

NMLS registration

Bilingual English/Spanish

Strong communication skills

Smart Banking tools

Education

Bachelor's degree or equivalent

Job description

Citi in Miami, FL is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities with the customer service team. Build loyalty with clients and grow sales to consumer clients.

Key duties include handling small business referrals, coaching staff, and ensuring compliance with Citi policies while delivering strong client experiences in a retail banking environment.