Personal Banker: Build Relationships & Boost Sales

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

Job summary

Citigroup Inc. in Miami Beach, FL is seeking an entry-level Personal Banker SAFE Act to support the execution of sales, products or service activities in coordination with the customer service team.

The role aims to foster customer loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business opportunities, coaching staff, educating clients on digital channels, and cross-selling Citi products while ensuring policy compliance 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.
• 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 appropriate sales plans to target Book of Business customers.
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Experience: 0-2 years

Banking knowledge

Bilingual English/Spanish

Communication skills

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Miami Beach, FL is seeking an entry-level Personal Banker SAFE Act to support the execution of sales, products or service activities in coordination with the customer service team.

The role aims to foster customer loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business opportunities, coaching staff, educating clients on digital channels, and cross-selling Citi products while ensuring policy compliance and risk controls.