Citi
Personal Banker - Bilingual English/Spanish Preferred - Plantation Branch
Citi, Plantation, Florida, United States
Personal Banker – Bilingual English/Spanish Preferred – Plantation Branch
Join to apply for the
Personal Banker – Bilingual English/Spanish Preferred – Plantation Branch
role at
Citi .
The Personal Banker SAFE Act is an entry‑level position responsible for 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 relationships with customers, build loyalty, and help increase sales to individual consumer clients.
Responsibilities:
Work with business credit requests less than $250 k, recognize and 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 ones through cross‑selling 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 client transaction needs, educate clients on all service and digital channels, leverage technology and marketing tools available to uncover opportunities, and present product offers and 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.
Education:
Bachelor’s degree, university degree, or equivalent experience.
Anticipated Posting Close Date: January , 2026.
Salary range: $50,600.00 – $70,600.00 per year. Citi offers competitive benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. For additional information regarding Citi employee benefits, please visit citibenefits.com.
EEO & Accessibility 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. 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, please review the accessibility policy.
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Personal Banker – Bilingual English/Spanish Preferred – Plantation Branch
role at
Citi .
The Personal Banker SAFE Act is an entry‑level position responsible for 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 relationships with customers, build loyalty, and help increase sales to individual consumer clients.
Responsibilities:
Work with business credit requests less than $250 k, recognize and 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 ones through cross‑selling 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 client transaction needs, educate clients on all service and digital channels, leverage technology and marketing tools available to uncover opportunities, and present product offers and 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.
Education:
Bachelor’s degree, university degree, or equivalent experience.
Anticipated Posting Close Date: January , 2026.
Salary range: $50,600.00 – $70,600.00 per year. Citi offers competitive benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. For additional information regarding Citi employee benefits, please visit citibenefits.com.
EEO & Accessibility 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. 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, please review the accessibility policy.
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