Personal Banker SAFE Act, Bilingual English/Spanish or Portuguese Speaking Preferred, Boca Raton Area, Officer

Citi • Boca Raton, FL

2d • $50,600 - $70,600 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with sales, product, and service activities in coordination with the customer service team. The role focuses on fostering customer relationships, building loyalty, and increasing sales to individual consumer clients. The position also supports small-business banking through credit requests, referrals, sales strategies, and cross-selling relevant products and services.

The role delivers client services through inbound and outbound calls and other interactions, helps deepen existing relationships and acquire new ones, and provides branch staff with coaching and guidance. The Personal Banker educates clients about service and digital channels, identifies needs and opportunities, presents suitable products and financial solutions, and follows Citi policies and risk controls. Other job-related duties may be assigned as required.

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 or Portuguese speaking preferred.

Responsibilities

• Work with business credit requests under $250,000, recognize and 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 base and implement appropriate sales plans for Book of Business customers.
• Deliver client services and handle outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while providing a remarkable client experience.
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing 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 in business decisions, safeguard the firm, clients, and assets, comply with applicable laws and regulations and Citi policy, 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 planned vacation time and unplanned sick leave.
• 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