Banking Sales & Service Associate (Entry Level)

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

Benefits offered by this job

Medical coverage

401(k)

Life and disability insurance

Paid time off

Job summary

Citi in California seeks an entry-level Universal Banker to assist with sales, products, and services in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and contribute to sales with consumer clients.

Responsibilities include opening basic accounts, resolving service issues, processing transactions, and supporting branch activities while adhering to policies and risk controls.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• 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 per bank policies
• Refer opportunities to segment partners
• Create sales opportunities from service transactions and resolve complaints
• Support sales/service activities through seminars and campaigns
• Adhere to operational controls to ensure safety of assets
• Assess risk and ensure compliance with laws and Citi policies

Skills

Retail Banking

Communication Skills

Education

HS Diploma

Job description

Citi in California seeks an entry-level Universal Banker to assist with sales, products, and services in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and contribute to sales with consumer clients.

Responsibilities include opening basic accounts, resolving service issues, processing transactions, and supporting branch activities while adhering to policies and risk controls.