Personal Banker – SAFE Act

Citi

. Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products .

Posted 9/15/2026full-timeBoca Raton • 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 understanding of banking policies and risk assessment. Proficient in utilizing Smart Banking tools to enhance client engagement and cross-sell financial products.

Highest-signal resume keywords

Client Relationship ManagementSales StrategiesSmart Banking ToolsNMLS RegistrationRisk Assessment

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client ServicesCross-SellingSales PlansCoachingRisk Assessment

Soft Skills

Clear CommunicationConcise WritingInterpersonal Skills

Tools & Technologies

Smart Banking Tools

Certifications & Qualifications

NMLS RegistrationSafe Act Compliance

Industry Keywords

BankingRetailSalesComplianceCitibank Policies

About the role

Key responsibilities & impact

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, and inbound calls to acquire new relationships and deepen existing relationships through cross-selling relevant products and services
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, leverage technology and marketing tools to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Assess risk in business decisions, safeguard Citigroup, clients and assets, and escalate, manage, and report control issues transparently

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
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience
Must understand and comply with Citibank policies, standards and procedures
Must appropriately assess risk and comply with applicable laws, rules and regulations

Benefits

Comp & perks

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