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

An entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The role focuses on fostering customer relations to build loyalty and increase sales to individual consumer clients.

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
• Assist in strategies to grow the small business client base and implement sales plans to target Book of Business customers
• Deliver client services, outbound/inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while ensuring a remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products, special programs, identifying client needs, and making appropriate referrals
• Recognize transaction needs of clients, educate them on service and digital channels, leverage technology/marketing tools to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards, and procedures
• Assess risk in business decisions, demonstrating consideration for the firm’s reputation, safeguarding Citigroup, its clients, and assets by adhering to applicable laws, rules, and regulations, and applying sound ethical judgment

Requirements

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; SAFE Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills
• Bilingual (English/Spanish) preferred

Qualifications

Bachelor’s Degree/University degree or equivalent experience

Pay

$50,600.00 - $70,600.00 annual salary. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including vacation, sick leave, and holidays

Schedule

Full time

Primary location: North Miami Beach, Florida, United States