Personal Banker, SAFE Act

Citi

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

Posted 10/10/2026full-timeCoconut Creek • Florida • United StatesJuniorMid-Level💰 $50,600 - $70,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and sales strategies, with a strong focus on compliance and risk management in the banking sector. Proficient in utilizing Smart Banking tools to enhance customer service and support small business growth.

Highest-signal resume keywords

Client Relationship ManagementSales Strategy ImplementationSmart Banking Tools KnowledgeNMLS RegistrationCompliance with Citi Policies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ActivitiesBusiness Credit RequestsCross-SellingRisk ManagementFinancial Solutions Presentation

Soft Skills

Clear CommunicationCoaching and GuidingClient Education

Tools & Technologies

Smart Banking Tools

Certifications & Qualifications

NMLS RegistrationSafe Act Compliance

Industry Keywords

BankingRetailSmall Business ProductsComplianceClient Needs Assessment

About the role

Key responsibilities & impact

Assist with sales, product, and service activities in coordination with the customer service team
Work with business credit requests less than $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
Support strategies to grow small business clients and implement sales plans
Make outbound and inbound calls to acquire and deepen client relationships
Coach and guide Tellers and branch staff on products, programs, client needs, and referrals
Identify transaction needs, educate clients on service and digital channels, and present financial solutions
Comply with Citi policies and assess, manage, and report risk and 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
Bachelor's Degree/University degree or equivalent experience
Ability to work with business credit requests less than $250K
Compliance with Citi policies, standards, procedures, applicable laws, rules and regulations

Benefits

Comp & perks

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid vacation
Paid sick leave
Paid holidays
Discretionary and formulaic incentive and retention awards (for eligible employees)