Small Business Banking Relationship Specialist

Citigroup Inc.; Miami (FL); On-site; USD 51,000 - 71,000; Full time

Job summary

Citigroup Inc. in Miami, FL is seeking a Branch Sales professional to engage small business clients, process credit requests under $250K, and refer larger opportunities. You will grow the Book of Business through COIs, MGM referrals, and strategic sales plans while delivering exceptional client service.

The role requires 0-2 years in banking or sales, knowledge of Smart Banking tools, and NMLS registration. A Bachelor's degree is required and bilingual English/Spanish is preferred.

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 and verbal communication skills.

Responsibilities

• Work with business credit requests less than $250K and refer larger opportunities.
• Build referral opportunities through COIs and MGM program.
• Grow small business client book and implement sales plans.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships.
• Coach branch staff on products and referrals; identify client needs.
• Educate clients on services and channels; present product offers and solutions.
• Understand Citibank policies and comply with risk controls.

Skills

Bilingual English/Spanish

Strong communication skills

Retail banking experience

Sales experience

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Job description

Citigroup Inc. in Miami, FL is seeking a Branch Sales professional to engage small business clients, process credit requests under $250K, and refer larger opportunities. You will grow the Book of Business through COIs, MGM referrals, and strategic sales plans while delivering exceptional client service.

The role requires 0-2 years in banking or sales, knowledge of Smart Banking tools, and NMLS registration. A Bachelor's degree is required and bilingual English/Spanish is preferred.