Banking Sales & Service Associate

Citigroup Inc.

New York (NY)

On-site

USD 50,000 - 65,000

Full time

3 days ago
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Job summary

Citigroup Inc. in Bronx, NY is seeking an entry-level Universal Banker to assist in sales, products, and service activities alongside the customer service team. The role aims to build loyalty and increase sales to individual consumer clients.

You will support account opening, service delivery, and resolve issues while adhering to bank policies and regulatory requirements. This position provides a pathway into retail banking within Citi's consumer sales framework.

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.
  • 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.

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Bronx, NY is seeking an entry-level Universal Banker to assist in sales, products, and service activities alongside the customer service team. The role aims to build loyalty and increase sales to individual consumer clients.

You will support account opening, service delivery, and resolve issues while adhering to bank policies and regulatory requirements. This position provides a pathway into retail banking within Citi's consumer sales framework.

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