Personal Banker SAFE Act, West Palm Beach Area, Officer

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

Job summary

Citi in West Palm Beach is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The goal is to build loyalty and grow sales with individual consumer clients, while guiding branch staff on products and referrals.

Responsibilities include handling small business referrals, cross-selling treasury products, and growing the book of business through COIs and MGM programs, all while ensuring compliance and customer satisfaction.

Qualifications

• Bachelor's degree or equivalent experience required.
• 0–2 years of relevant banking or sales experience.
• Familiarity with Citi's Smart Banking tools and digital channels.
• NMLS registration and Safe Act compliance.

Responsibilities

• Assist in handling small business loan referrals and cross-sell treasury products.
• Develop referral opportunities via COIs and MGM program.
• Provide client services via outbound/inbound calls to grow relationships.
• Coach staff on products and cross-sell opportunities while maintaining risk controls.

Skills

0-2 years exp

Banking/retail/sales exp

Smart Banking tools

NMLS registration

SAFE Act compliance

Communication skills

Education

Bachelor's Degree or equivalent

Job description

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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.

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

Education

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Full time

Primary Location

701-791 VILLAGE BLVD., SUITE 701 WEST PALM BEACH

Primary Location Full Time Salary Range

$50,600.00 - $70,600.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Nov 27, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.