Banking Service Associate – Cash & Client Growth

Citi; San Jose (CA); On-site; USD 42,000 - 52,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Incentive and retention awards

Paid time off

Job summary

Citi is seeking a part-time Branch Service associate in San Jose, CA. You will serve as the first point of contact for Citi clients, handle cash and deposits, and educate customers on digital self-service options.

You’ll identify referrals, adhere to policies, manage client issues, and maintain up-to-date knowledge of accounts and products. The role emphasizes risk awareness and delivering exceptional client experiences with measurable outcomes.

Qualifications

• Previous relevant experience preferred.
• Demonstrated sales and customer service experience.
• Money handling experience preferred.
• Effective problem solving and communication skills.
• Ability to work well in a team oriented environment.

Responsibilities

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service.
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash.
• Identify referral opportunities for new products and services based on client’s financial goals.
• Educate clients on digital and self-service opportunities offered by Citi.
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets.
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed.
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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

Sales experience

Customer service

Money handling

Problem solving

Teamwork

Education

High School diploma or equivalent

Job description

Citi is seeking a part-time Branch Service associate in San Jose, CA. You will serve as the first point of contact for Citi clients, handle cash and deposits, and educate customers on digital self-service options.

You’ll identify referrals, adhere to policies, manage client issues, and maintain up-to-date knowledge of accounts and products. The role emphasizes risk awareness and delivering exceptional client experiences with measurable outcomes.