Banking Services & Sales Associate

Citibank (Switzerland) AG; San Juan Capistrano (CA); On-site; Confidential; Part time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Job summary

The Universal Banker is an entry level role supporting sales, product and service activities with the customer service team to foster customer loyalty and grow sales to individual clients.

Primary Location: San Juan Capistrano, California, United States. Time Type: Part time. Salary range: $47,510–$61,990 annually; hourly rate $22.84–$29.80. This is a branch-based, customer-facing role.

Qualifications

• 1-3 years of relevant experience
• Retail banking or similar experience required
• 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

Retail Banking

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

The Universal Banker is an entry level role supporting sales, product and service activities with the customer service team to foster customer loyalty and grow sales to individual clients.

Primary Location: San Juan Capistrano, California, United States. Time Type: Part time. Salary range: $47,510–$61,990 annually; hourly rate $22.84–$29.80. This is a branch-based, customer-facing role.