Bilingual Universal Banker: Sales & Service

Citibank (Switzerland) AG; Washington, Northern (District of Columbia, KY); Hybrid; Confidential; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

The Universal Banker position at Citibank (Switzerland) AG in Washington, DC is an entry-level role supporting the customer service team to execute sales and service activities. The role aims to foster customer loyalty and help increase sales to individual consumer clients.

You will assist with basic account openings, resolve service issues, and participate in branch seminars and campaigns while ensuring compliance with bank policies and procedures.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• Consistently demonstrates clear and concise written and verbal communication skills
• Bilingual Spanish preferred but not required

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

Bilingual Spanish

Education

High School diploma or equivalent

Job description

The Universal Banker position at Citibank (Switzerland) AG in Washington, DC is an entry-level role supporting the customer service team to execute sales and service activities. The role aims to foster customer loyalty and help increase sales to individual consumer clients.

You will assist with basic account openings, resolve service issues, and participate in branch seminars and campaigns while ensuring compliance with bank policies and procedures.