Personal Banker SAFE Act, Bilingual English​/Spanish Speaking , Miami Area, Officer

The Person al Banker SAFE Act is an entry level position responsible for assisting with the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

This job description provides a high‑level review of the types of work performed. Other job related duties may be assigned as required.

• Work with business credit requests less than $250K, recognize or 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 and implement appropriate sales plans to target Book of Business customers.
• Deliver client services, outbound and inbound calls to acquire new relationships and deepen existing relationships through the cross‑sell of relevant products and services while delivering a remarkable client experience.
• Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs and providing appropriate referrals.
• Recognize transaction needs of clients, educate clients on all service and digital channels, and leverage technology/marketing tools available to uncover opportunities and present product offers or financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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

• Bachelor's Degree, university degree or equivalent experience.

Primary

Location:

Miami, Florida, United States.

Salary Range: $50,600.00 - $70,600.00 per year.

In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Employees may be eligible for medical, dental, and vision coverage; 401(k); life, accident, disability insurance; and wellness programs. Paid time off includes vacation, sick leave, and paid holidays.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.