Banking Associate: Build Relationships & Grow Sales

Citi; New York (NY); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Discretionary incentive

Medical, dental & vision

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking an entry-level Universal Banker in New York, focused on assisting customers with account openings, service issues, and transactions within the branch. You will collaborate with the customer service team to foster loyalty and drive sales opportunities from service activity.

The role is part-time, involving routine branch operations, adherence to policies, and participation in seminars and promotional campaigns. Strong communication and customer-service skills are essential.

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required
• Consistently demonstrates clear and concise written and verbal communication skills

Responsibilities

• Assist in basic account opening for existing customer
• Provide service delivery to internal/external customers to resolve account service issues
• Execute financial transactions in accordance with bank policies and procedures
• Refer opportunities to segment partners where appropriate
• Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
• Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Assess risk and uphold Citi's reputation, escalating and reporting control issues when necessary

Skills

Customer service

Communication skills

Sales mindset

Education

High School diploma

Job description

Citi is seeking an entry-level Universal Banker in New York, focused on assisting customers with account openings, service issues, and transactions within the branch. You will collaborate with the customer service team to foster loyalty and drive sales opportunities from service activity.

The role is part-time, involving routine branch operations, adherence to policies, and participation in seminars and promotional campaigns. Strong communication and customer-service skills are essential.