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

Citi • Pinecrest, FL

4d • $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 building customer loyalty and increasing sales to individual consumer clients, while also supporting small-business banking needs. The position is based at Citi’s Pinecrest branch in Florida.

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.
• Bilingual English/Spanish speaking ability.

Responsibilities

• Handle business credit requests below $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 targeting Book of Business customers.
• Provide 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 on 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 assets, 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, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation and 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