Banking Sales & Service Associate

Citi; Village of Larchmont (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Wellness programs

Job summary

Citi in Larchmont, NY seeks an entry-level Universal Banker to support sales, product and service activities in coordination with the customer service team. The role focuses on fostering customer relations to build loyalty and increase sales to individual clients.

You will assist with basic account openings, handle service issues, and process transactions in line with bank policies. The position offers the opportunity to contribute to seminars, campaigns, and product initiatives while ensuring

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

Customer service

Communication skills

Retail banking experience

Education

High School diploma or equivalent

Job description

Citi in Larchmont, NY seeks an entry-level Universal Banker to support sales, product and service activities in coordination with the customer service team. The role focuses on fostering customer relations to build loyalty and increase sales to individual clients.

You will assist with basic account openings, handle service issues, and process transactions in line with bank policies. The position offers the opportunity to contribute to seminars, campaigns, and product initiatives while ensuring