Banking Sales & Service Associate

Citi; Miami (FL); On-site; USD 42,000 - 54,000; Part time

Job summary

The Universal Banker at Citi is an entry-level role designed to support sales, products and service activities in coordination with the customer service team. The main objective is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

Responsibilities include assisting with basic account openings, resolving service issues, processing transactions, referring opportunities to partners, and supporting branch events and campaigns.

Qualifications

• 1-3 years of relevant experience.
• Retail Banking experience required.
• Bilingual English/Spanish preferred.

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.
• 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.

Skills

Communication skills

Bilingual English/Spanish

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi is an entry-level role designed to support sales, products and service activities in coordination with the customer service team. The main objective is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

Responsibilities include assisting with basic account openings, resolving service issues, processing transactions, referring opportunities to partners, and supporting branch events and campaigns.