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Personal Banker SAFE Act, Bilingual English​/Spanish Speaking , Fort Lauderdale Area

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Financial Sales, Bank Customer Service, Banking & Finance, Retail Banking
Salary/Wage Range or Industry Benchmark: 50600 - 70600 USD Yearly USD 50600.00 70600.00 YEAR
Job Description & How to Apply Below
Position: Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Fort Lauderdale Area
Location: New York

Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Fort Lauderdale Area Job Req

Location(s)

Fort Lauderdale, Florida, United States

Job Type

On-Site/Resident

Posted

Jun. 16, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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 to help 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 and implement appropriate sales plans to target Book of Business customers.
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross‑sell of relevant products and services while delivering 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/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.
Qualifications
  • 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.
Education
  • Bachelor's Degree/University degree or equivalent experience.

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

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Full time

Primary Location

Fort Lauderdale Florida United States

Primary Location Full Time Salary Range

$50,600.00 - $70,600.00

Benefits

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit  Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated

Posting Close Date

Jul 17, 2026

EEO Statement

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. View Citi’s EEO Policy Statement and the Know Your Rights poster. Accessibility essibility  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 at Citi.

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