Personal Banker, Bilingual English/Spanish Preferred

Citi

. Assist in executing sales, product, and service activities with the customer service team .

Posted 10/31/2026full-timeFort Lauderdale • Florida • United StatesJuniorMid-Level💰 $50,600 - $70,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management and sales execution, with a strong focus on cross-selling financial products and services. Proficient in utilizing Smart Banking tools and ensuring compliance with regulatory standards.

Highest-signal resume keywords

Customer Relationship ManagementSales ExecutionSmart Banking ToolsNMLS RegistrationBilingual English/Spanish

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ActivitiesProduct KnowledgeClient ServicesCross-SellingRisk AssessmentFinancial SolutionsDigital Channels EducationCoaching and GuidingOutbound and Inbound CallsReferral Opportunities

Soft Skills

Clear CommunicationConcise WritingRelationship BuildingTeam CollaborationClient Experience Focus

Tools & Technologies

Smart Banking ToolsMarketing Tools

Certifications & Qualifications

NMLS RegistrationSafe Act Compliance

Industry Keywords

BankingRetailSalesComplianceControl Issues

About the role

Key responsibilities & impact

Assist in executing sales, product, and service activities with the customer service team
Foster customer relationships to build loyalty and increase sales to individual consumer clients
Work with business credit requests under $250K and refer larger lending opportunities
Cross-sell treasury and related small business products
Build referral opportunities through Centers of Influence and the Member Get Member Program
Help grow small business clients and implement sales plans for Book of Business customers
Deliver client services and make outbound and inbound calls to acquire and deepen relationships
Cross-sell relevant products and services while delivering a remarkable client experience
Coach and guide Tellers and branch staff on products, programs, client needs, and referrals
Educate clients on service and digital channels and use technology and marketing tools to identify opportunities
Present product offers and financial solutions
Comply with Citi policies and assess, manage, and report control issues

Requirements

What you’ll need

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
Clear and concise written and verbal communication skills
Bilingual English/Spanish speaking preferred
Bachelor's Degree/University degree or equivalent experience
Ability to work on-site in the East Broward Area
Ability to comply with Citi policies, standards, procedures, laws, rules, and regulations
Ability to assess and escalate risk and control issues appropriately

Benefits

Comp & perks

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid vacation/planned time off
Sick leave/unplanned time off
Paid holidays