TN Visa Personal Banker Jobs
Personal Banker roles qualify for TN visa sponsorship under the USMCA's economist and financial analyst categories, but the classification you use depends on how the job is structured. Canadian citizens can apply at the port of entry with an employer support letter; Mexican citizens require consular processing with the same letter. No government filing is required before your TN petition can proceed.
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Get Access To All JobsJob Req Id:
26958166
Location(s):
Delray Beach, Florida, United States
Job Type:
On-Site/Resident
Posted:
Apr. 27, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
- 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
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
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
- Consistently demonstrates clear and concise written and verbal communication skills
- Bilingual English/Spanish Speaking Preferred
Education:
Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Delray Beach Florida United States
Primary Location Full Time Salary Range:
$50,600.00 - $70,600.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
May 22, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Job Req Id:
26958166
Location(s):
Delray Beach, Florida, United States
Job Type:
On-Site/Resident
Posted:
Apr. 27, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
- 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
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
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
- Consistently demonstrates clear and concise written and verbal communication skills
- Bilingual English/Spanish Speaking Preferred
Education:
Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Delray Beach Florida United States
Primary Location Full Time Salary Range:
$50,600.00 - $70,600.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
May 22, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all 44+ Personal Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Personal Banker roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Personal Banker
Verify your degree field matches the role
TN classification for Personal Bankers typically requires a bachelor's degree in finance, economics, or a closely related field. A general business degree may not satisfy the specialty occupation standard, so confirm your credential aligns before applying.
Target banks experienced with visa sponsorship
Regional and national banks that regularly hire international professionals and have recent visa filing experience are often equipped to handle TN sponsorship. Ask HR directly whether they've worked with TN applicants before, so you're not educating the employer mid-process.
Search TN-sponsored Personal Banker jobs on Migrate Mate
Migrate Mate filters Personal Banker listings by visa sponsorship type, so you see only employers prepared to support TN applicants. That saves you from pursuing openings where sponsorship is off the table entirely.
Get your support letter ready before accepting an offer
Your employer will prepare a support letter documenting your role and qualifications. For Canadian citizens, you'll present this letter at the U.S. border or port of entry during your TN application. For Mexican citizens, your employer submits it to the U.S. consulate as part of your visa application. Confirm the support letter timeline with HR upfront so documentation is ready before your intended start date.
Prepare a clear role description letter for border entry
Canadian citizens applying at a port of entry need a detailed employer support letter explaining your duties, how they require specialized knowledge, and how your degree directly supports the role. Vague letters are a common cause of TN denials.
Anticipate credential evaluation for Mexican applicants
Mexican citizens going through consular processing may be asked to provide a credential evaluation showing their degree is equivalent to a U.S. bachelor's degree. Arrange this evaluation before your visa appointment to avoid delays.
Personal Banker jobs are hiring across the US. Find yours.
Find Personal Banker JobsPersonal Banker TN Visa: Frequently Asked Questions
Does a Personal Banker role qualify for TN visa status?
Personal Banker positions can qualify under TN categories such as economist, financial analyst, or management consultant, depending on how the role is defined. The key is whether the job requires a specialized degree in a qualifying field like economics, finance, or accounting. Roles focused on sales quotas rather than specialized financial analysis face more scrutiny and may not qualify without a carefully drafted support letter.
How does TN visa sponsorship for Personal Bankers compare to H-1B?
TN visa sponsorship is faster and more predictable for Personal Bankers than H-1B. There's no annual lottery for Canadians, no cap to worry about, and Canadian citizens can receive approval at a port of entry on the same day. H-1B requires filing months in advance with no guaranteed selection. The TN is tied to your employer and must be renewed with each job change, but the speed advantage is significant.
Can Mexican citizens get TN visa sponsorship for banking jobs?
Yes, Mexican citizens are eligible for TN status in Personal Banker roles, but the process differs from Canadian applicants. Mexican nationals must apply at a U.S. consulate rather than at the border, and the annual TN allocation for Mexico is limited. Processing times vary by consulate, so building extra time into your job search timeline before your intended start date is practical.
What documents does my employer need to sponsor my TN visa?
Your employer needs to prepare a support letter describing your job duties, explain how the role qualifies under a USMCA professional category, and confirm your offered compensation. If you're Canadian, you'll present this letter at the U.S. border or port of entry; if you're Mexican, your employer will submit it with your application to a U.S. consulate. Use Migrate Mate to find Personal Banker roles at employers with recent visa filings, indicating they have experience with work visa sponsorship processes.
What happens to my TN status if I change banking employers?
TN status is employer-specific, so changing jobs requires a new TN petition tied to your new employer before you begin work. Canadian citizens can apply at a port of entry for the new employer; Mexican citizens must go through consular processing again. There's no formal grace period for job changes under TN, so coordinating your start dates and your new employer's petition timeline is critical to maintaining continuous work authorization.
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