Personal Banker: Grow Relationships & Cross-Sell

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

Job summary

Citi is seeking an entry-level Personal Banker SAFE Act in Miramar, FL to support sales and service activities with the customer service team. The role aims to foster customer loyalty and grow sales for individual consumer clients.

Responsibilities include handling credit requests, cross-selling products, and coaching branch staff on services while ensuring compliance with Citi policies and risk controls.

Qualifications

• 0–2 years of relevant experience in banking or sales.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and Safe Act compliance.
• Bilingual English/Spanish preferred.

Responsibilities

• Assist in sales, products, or service activities with customer service team.
• Cross-sell treasury and small business products for lending opportunities.
• Build referral opportunities through COIs and MGM program.
• Deliver client services via outbound/inbound calls to deepen relationships.

Skills

Smart Banking tools

NMLS registration

Bilingual English/Spanish

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi is seeking an entry-level Personal Banker SAFE Act in Miramar, FL to support sales and service activities with the customer service team. The role aims to foster customer loyalty and grow sales for individual consumer clients.

Responsibilities include handling credit requests, cross-selling products, and coaching branch staff on services while ensuring compliance with Citi policies and risk controls.