Personal Banker SAFE Act - B10 - Bilingual Spanish & English Preferred Tamiami Branch - 7795 West Flagler Street, Miami FL 33144

Citigroup • Miami, FL

393d • $50,600 - $70,600

About The Position

The Personal Banker SAFE Act is an entry-level position focused on assisting in sales, product, and service activities in collaboration with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients, with a preference for bilingual candidates in Spanish and English.

Requirements

• 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
• Bachelor's Degree/University degree or equivalent experience

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.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree