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Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch
full-time•Miami
About this role
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/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering 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 transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions 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 Bilingual English/Spanish Speaking Preferred Bachelor's Degree/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Feb 20, 2026 ------------------------------------------------------
What you'll do
- The Personal Banker will work with business credit requests under $250K and assist in growing the small business client base through various strategies. They will also provide coaching to branch staff and deliver exceptional client services while cross-selling relevant products.
About Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
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Frequently Asked Questions
What does a Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch do at Citi?
As a Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch at Citi, you will: the Personal Banker will work with business credit requests under $250K and assist in growing the small business client base through various strategies. They will also provide coaching to branch staff and deliver exceptional client services while cross-selling relevant products..
Is the Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch position at Citi remote?
The Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch position at Citi is based in Miami, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch position at Citi?
You can apply for the Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Doral Branch position at Citidirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.