Banking Sales & Service Specialist

Citi Group; North Great River (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

The Citi Group in Central Islip, NY is seeking 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 relations, build loyalty and help increase sales to individual consumer clients.

You will support branch activity, assist in basic account openings, process routine transactions, and refer opportunities to partners while following bank 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 issues
• Execute financial transactions per bank policies and procedures
• Refer opportunities to segment partners where appropriate
• Create sales opportunities from service transactions and resolve customer issues promptly
• Support branch sales/service activities during seminars and campaigns
• Adhere to controls and regulatory procedures to safeguard assets
• Assess risk and escalate issues with transparency

Skills

Retail banking

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

The Citi Group in Central Islip, NY is seeking 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 relations, build loyalty and help increase sales to individual consumer clients.

You will support branch activity, assist in basic account openings, process routine transactions, and refer opportunities to partners while following bank policies and risk controls.