Personal Banker SAFE Act, Bilingual English/Spanish Speaking , Brickell Branch
Listed on 2026-06-02
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Social Work
Bilingual
The Person al Banker SAFE Act is an entry level position responsible for the assistance in 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.
Responsibilities- 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/inbound and outbound 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 and marketing tools available to uncover opportunities, presenting product offers and financial solutions.
- Understand and comply with Citibank policies, standards and procedures.
- Appropriately assess risk when business decisions are made, demonstrating consideration of the firm’s reputation and safeguarding Citigroup, its clients and assets. Drive compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior 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;
Safe Act compliant. - Consistently demonstrates clear and concise written and verbal communication skills.
- Bilingual English/Spanish speaking preferred.
- Bachelor’s Degree, university degree or equivalent experience.
- Base salary: $50,600.00 – $70,600.00 (full‑time). Additional incentive and retention awards may apply.
- Medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs.
- Paid time off packages, including planned vacation, unplanned sick leave and paid holidays.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review accessibility w Citi’s EEO policy statement and Know Your Rights poster.
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