Personal Banker: Client Growth & Banking Solutions

Citi; West Palm Beach (FL); On-site; USD 51,000 - 71,000; Full time

Job summary

Citi is seeking an entry-level Personal Banker to support sales, products and service activities with the customer service team in West Palm Beach. The role focuses on building loyalty and increasing sales to individual consumer clients from the Village Blvd area and surrounding branches.

The position requires 0-2 years of relevant experience, NMLS Safe Act compliance, and effective communication skills. Full-time, with Citi benefits and ongoing training in banking tools and digital channels.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.

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 Member Get Member (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

Smart Banking tools

Education

Bachelor's Degree

Job description

Citi is seeking an entry-level Personal Banker to support sales, products and service activities with the customer service team in West Palm Beach. The role focuses on building loyalty and increasing sales to individual consumer clients from the Village Blvd area and surrounding branches.

The position requires 0-2 years of relevant experience, NMLS Safe Act compliance, and effective communication skills. Full-time, with Citi benefits and ongoing training in banking tools and digital channels.