Citigroup Transaction Services (M) Sdn. Bhd. logo
Citigroup Transaction Services (M) Sdn. Bhd.1 week ago

Personal Banker SAFE Act, Bilingual English/Spanish or Creole Speaking Preferred, Miami Shores Branch

$50,600–$70,600 year

On-site · Miami Shores, Florida, United States

Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Personal Banker SAFE Act role at Citi in the Miami Shores branch. Entry-level position focused on assisting in executing sales, products, or service activities in coordination with the customer service team to foster customer relationships and increase sales to consumer clients. Responsibilities include handling business credit requests under $250K, identifying larger lending opportunities, cross-selling treasury and related small business products, building referral opportunities through Centers of Influence (COIs) and MGM, delivering client services via outbound/inbound calls to acquire and deepen relationships, coaching Tellers and branch staff on products and programs, educating clients on services and digital channels, recognizing client needs and providing appropriate referrals, and ensuring compliance with Citi policies and risk controls. Required/preferred qualifications include 0-2 years of relevant experience, knowledge of Smart Banking tools, NMLS Safe Act compliance, strong communication skills, and a Bachelor's degree or equivalent experience. Bilingual English/Spanish or Creole preferred.

Required 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
  • Bilingual English/Spanish or Creole Speaking Preferred
  • Education: Bachelor's Degree/University degree or equivalent experience
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$51k – $71k / yr

Personal Banker SAFE Act, Bilingual English/Spanish or Creole Speaking Preferred, Miami Shores Branch · Citigroup Transaction Services (M) Sdn. Bhd.

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