Banking Sales & Service Associate

Citigroup Inc.; San Bruno (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. in San Bruno, California, seeks an entry-level Universal Banker to support sales, services and product initiatives while coordinating with the customer service team.

You will assist in basic account openings, handle service issues, process transactions, and help refer opportunities to partners, contributing to customer loyalty and sales growth, with emphasis on risk awareness and adherence to bank policies.

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.

Skills

Years of experience

Retail banking

Communication skills

Education

High school diploma

Job description

Citigroup Inc. in San Bruno, California, seeks an entry-level Universal Banker to support sales, services and product initiatives while coordinating with the customer service team.

You will assist in basic account openings, handle service issues, process transactions, and help refer opportunities to partners, contributing to customer loyalty and sales growth, with emphasis on risk awareness and adherence to bank policies.