Jobs · Finance · Florida

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

Citi · Miami, FL · 1 wk ago
On-siteFinance$51k–$71k/yrFull-time

Responsibilities

  • Work with business credit requests less than $250K, recognize/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
  • Implement strategies to grow the small business client base and develop appropriate sales plans
  • Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing relationships
  • Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals
  • Understand and comply with Citibank policies, standards, and procedures
  • Adequately assess risk when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets

Qualifications

  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • NMLS registration; Safe Act compliant
  • Clear and concise written and verbal communication skills
  • Bilingual English/Spanish speaking preferred

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