Personal Banking & Client Relationship Specialist

Citigroup Inc.; Town of Florida (NY); On-site; USD 51,000 - 71,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

Citigroup Inc. in Pembroke Pines, FL, seeks an entry-level Personal Banker under the SAFE Act to assist in sales and service activities with the customer service team, fostering relationships to build loyalty and increase sales to individual consumer clients.

Responsibilities include handling business loan referrals under $250K, cross-selling treasury and related small business products, coaching tellers, and guiding clients to digital channels while complying with Citigroup policies.

Qualifications

• Bachelor's degree required.
• NMLS registration; Safe Act compliant.
• 0-2 years of relevant experience.

Responsibilities

• Assist in sales, products or service activities with the customer service team.
• Refer larger lending opportunities and cross-sell treasury and related small business products.
• Grow small business client relationships and implement sales plans.

Skills

Communication skills

English/Spanish bilingual

Smart Banking tools

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Pembroke Pines, FL, seeks an entry-level Personal Banker under the SAFE Act to assist in sales and service activities with the customer service team, fostering relationships to build loyalty and increase sales to individual consumer clients.

Responsibilities include handling business loan referrals under $250K, cross-selling treasury and related small business products, coaching tellers, and guiding clients to digital channels while complying with Citigroup policies.