Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Miramar Branch, Officer
About The Position
The Personal Banker SAFE Act is an entry-level position responsible for assisting with sales, product, and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and increase sales to individual consumer clients. The position also supports small business growth, develops referral opportunities, provides client service across channels, and helps branch staff identify client needs and make appropriate referrals. Employees must follow Citi policies and procedures and appropriately assess and escalate risk while complying with applicable laws and regulations.
Requirements
- 0–2 years of relevant experience.
- Knowledge of Smart Banking tools and technologies.
- NMLS registration and compliance with the SAFE Act.
- 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 business 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 targeting Book of Business customers.
- Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a strong client experience.
- Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and making 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, safeguard the firm's reputation and the assets of Citigroup and its clients, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be available to eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
