Banking Sales & Service Associate

Citi; Diamond Bar (CA); On-site; USD 48,000 - 62,000; Part time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi’s Universal Banker in Diamond Bar, CA, is an entry-level role supporting sales, products and service activities with the customer service team to foster loyalty and grow relationships with individual consumer clients.

You will assist with opening basic accounts, handle service issues, process transactions, and refer opportunities to segment partners while maintaining risk and compliance.

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 customers.
• Provide service delivery 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 transactions and resolve customer issues promptly.

Skills

Written communication

Verbal communication

Retail banking experience

Customer service

Education

High school diploma or equivalent

Job description

Citi’s Universal Banker in Diamond Bar, CA, is an entry-level role supporting sales, products and service activities with the customer service team to foster loyalty and grow relationships with individual consumer clients.

You will assist with opening basic accounts, handle service issues, process transactions, and refer opportunities to segment partners while maintaining risk and compliance.