Banking Concierge & Teller - Customer Experience Leader

Citigroup; San Francisco (CA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Planned time off (vacation)

Unplanned time off (sick leave)

Paid holidays

Job summary

Citigroup in San Francisco is seeking a Teller to assist with branch activities and deliver client-facing services. You will handle daily transactions, educate clients on digital options, and identify opportunities to refer products based on clients' financial goals.

The role emphasizes high-quality service, compliance, and teamwork within a branch setting. Salary ranges and benefits reflect entry-level to professional responsibilities in a full-time, on-site work environment.

Qualifications

• Previous relevant experience preferred.
• Demonstrated sales and customer service experience.
• Money handling experience.
• Effective problem solving and communication skills.
• Ability to work well in a team oriented environment.

Responsibilities

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service.
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash.
• Identify referral opportunities for new products and services based on client's financial goals.
• Educate clients on digital and self-service opportunities offered by Citi.
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets.
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed.
• Maintain working knowledge of client accounts as well as new and existing products and services offered.

Skills

Customer service

Sales

Money handling

Team player

Problem solving

Communication

Education

High School diploma or equivalent

Job description

Citigroup in San Francisco is seeking a Teller to assist with branch activities and deliver client-facing services. You will handle daily transactions, educate clients on digital options, and identify opportunities to refer products based on clients' financial goals.

The role emphasizes high-quality service, compliance, and teamwork within a branch setting. Salary ranges and benefits reflect entry-level to professional responsibilities in a full-time, on-site work environment.