Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, 5th and Jefferson Branch, Officer

Citi • Miami Beach, FL

2d • $50,600 - $70,600 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level role supporting sales, product, and service activities in coordination with the customer service team. The position focuses on building customer loyalty and increasing sales to individual consumer clients. The banker supports small-business growth, develops and deepens customer relationships, provides referrals and product guidance to branch staff, and helps clients understand available service and digital channels. The role also requires compliance with Citi policies and applicable laws, sound risk assessment, ethical conduct, and transparent escalation and reporting of control issues.

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 preferred.
• Bilingual English/Spanish speaking preferred.

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 small-business clients and implement sales plans targeting Book of Business customers.
• Serve clients through outbound and inbound calls to acquire new relationships and deepen existing ones by cross-selling relevant products and services and delivering a remarkable client experience.
• Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and providing appropriate referrals.
• Recognize clients' transaction needs, educate them about service and digital channels, use available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk in business decisions, protect the firm's reputation and the assets of Citi and its clients, comply with applicable laws and policies, exercise sound ethical judgment, and escalate, manage, and report control issues transparently.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, 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