Entry-Level Relationship Banker—Grow Client Relationships

Citigroup Inc.; Florida; On-site; USD 51,000 - 71,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident, disability insurance

Wellness programs

Paid time off

Job summary

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Based in Pinecrest, Florida, Citi offers a comprehensive benefits package and opportunities to develop sales and service skills in a collaborative team.

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.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Bilingual English/Spanish Speaking Preferred.

Responsibilities

• Handle business credit requests under $250K and refer larger lending opportunities.
• Build referral opportunities through Centers of Influence (COIs) and the MGM Program.
• Assist in strategies to grow the small business client and implement sales plans for the Book of Business.
• Deliver client services via outbound and inbound calls to acquire and deepen relationships through cross-sell.
• Provide tellers and branch staff with coaching on products and referrals.
• Identify client needs and educate on service channels and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk in business decisions, safeguarding Citigroup and assets, escalating issues with transparency.

Skills

Communication

Bilingual English/Spanish

Sales experience

Customer service

Smart Banking tools

Education

Bachelor's Degree

NMLS registration

Job description

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Based in Pinecrest, Florida, Citi offers a comprehensive benefits package and opportunities to develop sales and service skills in a collaborative team.