Personal Banker & Sales Specialist

Citigroup; Fort Lauderdale (FL); On-site; USD 51,000 - 71,000; Full time

Job summary

Citigroup’s Fort Lauderdale branch seeks an entry-level Personal Banker to support sales and service activities, helping grow relationships with individual consumer clients. You’ll assist with small business lending opportunities and cross-sell treasury products, while coaching staff and promoting digital channel use.

The role emphasizes building loyalty, delivering exceptional client experiences, and complying 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.
• Bilingual English/Spanish Speaking Preferred

Responsibilities

• Handle business credit requests under $250K and cross-sell treasury products.
• Build COI referrals and MGM program opportunities.
• Grow small business client base with targeted sales plans.
• Deliver client services via outbound/inbound calls to deepen relationships.
• Advise tellers on products and referrals and identify client needs.

Skills

Sales experience

Communication skills

Bilingual

Customer service

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

Citigroup’s Fort Lauderdale branch seeks an entry-level Personal Banker to support sales and service activities, helping grow relationships with individual consumer clients. You’ll assist with small business lending opportunities and cross-sell treasury products, while coaching staff and promoting digital channel use.

The role emphasizes building loyalty, delivering exceptional client experiences, and complying with Citigroup policies.