NMLS & SAFE Act Personal Banker - Entry Level

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

Job summary

Citigroup Inc. in Boynton Beach, FL, is seeking an entry-level Personal Banker SAFE Act role to assist in executing sales, products and services with the customer service team.

The objective is to foster client relationships, build loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business referrals, cross-selling treasury and related products, coaching branch staff, promoting digital channels, and ensuring compliance with Citigroup policies.

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
• Clear and concise written and verbal communication skills.

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 appropriate sales plans
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships
• Provide Tellers and other branch staff with coaching and guidance on products and referrals
• Educate clients on service and digital channels and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Assess risk when business decisions are made and escalate, managing control issues with transparency

Skills

Customer service

Sales

Communication skills

NMLS registration

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Boynton Beach, FL, is seeking an entry-level Personal Banker SAFE Act role to assist in executing sales, products and services with the customer service team.

The objective is to foster client relationships, build loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business referrals, cross-selling treasury and related products, coaching branch staff, promoting digital channels, and ensuring compliance with Citigroup policies.