Growth-Focused Personal Banker

Citi; Florida; On-site; USD 51,000 - 71,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi in Coconut Creek, Florida is seeking an entry-level Personal Banker under the SAFE Act to assist in sales and service activities with the customer service team, building loyalty and increasing sales to individual consumer clients.

The role focuses on growing the small business client base, cross-selling treasury and related products, and delivering an excellent client experience while adhering to Citi policies and risk controls.

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.

Responsibilities

• Work with business credit requests under $250K, refer larger lending opportunities and cross sell treasury and related small business products.
• Build referral opportunities through Centers of Influence (COIs) and the MGM Program.
• Grow the small business client base and implement sales plans to target Book of Business customers.
• Deliver client services/outbound and inbound calls to acquire new relationships and deepen existing ones through cross-sell of relevant products.
• Provide Tellers and branch staff with coaching on products and programs, identifying client needs and referrals.
• Educate clients on service channels and leverage technology to uncover opportunities and present financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk in business decisions, uphold ethics and escalate control issues with transparency.

Skills

0-2 years exp

Banking experience preferred

Smart Banking tools

NMLS registration

Strong communication skills

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi in Coconut Creek, Florida is seeking an entry-level Personal Banker under the SAFE Act to assist in sales and service activities with the customer service team, building loyalty and increasing sales to individual consumer clients.

The role focuses on growing the small business client base, cross-selling treasury and related products, and delivering an excellent client experience while adhering to Citi policies and risk controls.