Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Hollywood Branch, Officer

Citi • Hollywood, FL

1d • $50,600 - $70,600

About The Position

The Personal Banker SAFE Act is an entry-level position focused on supporting sales, product, and service activities in coordination with the customer service team. The role builds customer relationships and loyalty while helping increase sales to individual consumer clients. It also supports small business clients by handling business credit requests below $250,000, identifying larger lending opportunities for referral, and cross-selling related products.

The Personal Banker delivers client service through inbound and outbound calls, develops new relationships, deepens existing ones, and provides an excellent client experience. The role also supports branch staff through coaching on products and programs, helps identify client needs, promotes service and digital channels, and uses available technology and marketing tools to identify opportunities and recommend financial solutions. Employees are expected to follow Citi policies and procedures, assess risk appropriately, and uphold applicable laws, regulations, ethical standards, and controls.

Requirements

• 0–2 years of relevant experience.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and SAFE Act compliance.
• Clear and concise written and verbal communication skills.
• Bachelor’s degree, university degree, or equivalent experience.

Nice To Haves

• Previous banking, retail, or sales experience.
• Bilingual English/Spanish language skills.

Responsibilities

• Work with business credit requests under $250,000, refer larger lending opportunities, and cross-sell treasury and related small business products.
• Build referral opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Assist with strategies to grow the small business client base and implement sales plans for Book of Business customers.
• Deliver client services and handle outbound and inbound calls to acquire relationships and deepen existing ones through relevant cross-selling and strong client experiences.
• Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and appropriate referrals.
• Recognize clients’ transaction needs, educate them about service and digital channels, and use available technology and marketing tools to identify opportunities and present product offers or financial solutions.
• Understand and comply with Citi policies, standards, and procedures.
• Assess risk appropriately, safeguard the firm, clients, and assets, comply with applicable laws and regulations, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level