Personal Banking Advisor
Citi
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Job summary
The Citi Miami Beach branch is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to foster client relationships, drive loyalty, and help grow consumer account relationships in a busy branch environment.
Responsibilities include handling small business opportunities, cross-selling treasury and related products, delivering excellent client service via calls and in-person interactions, and coaching staff on Citi
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 & verbal communication skills.
- Bilingual English/Spanish speaking preferred.
Responsibilities
- Assist in sales and service activities to foster client loyalty.
- Recognize lending opportunities and cross-sell related products.
- Grow small business relationships with targeted sales plans.
- Deliver client services via calls and in-person interactions.
- Coach staff on products and programs, providing referrals.
- Educate clients on services and digital channels; present offers.
- Assess risk and ensure compliance with Citi policies.
Skills
Education
Tools
Job description
The Citi Miami Beach branch is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to foster client relationships, drive loyalty, and help grow consumer account relationships in a busy branch environment.
Responsibilities include handling small business opportunities, cross-selling treasury and related products, delivering excellent client service via calls and in-person interactions, and coaching staff on Citi
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