Branch Banking Associate: Service, Sales & Risk Support

Citi; San Ramon (CA); Sur place; USD 50 000 - 65 000; Temps partiel

Avantages offerts par ce poste

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Résumé du poste

Citi in San Ramon, CA is seeking a part-time Branch Sales Associate to assist in basic account openings and resolve service issues for customers. You will execute transactions per bank policies and help generate sales opportunities by promoting products and seminars within the branch.

The role requires 1–3 years of relevant experience and strong written and verbal communication skills, with a High School diploma as education.

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsabilités

• 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.

Connaissances

Customer service

Communication

Retail banking

Formation

High School diploma

Description du poste

Citi in San Ramon, CA is seeking a part-time Branch Sales Associate to assist in basic account openings and resolve service issues for customers. You will execute transactions per bank policies and help generate sales opportunities by promoting products and seminars within the branch.

The role requires 1–3 years of relevant experience and strong written and verbal communication skills, with a High School diploma as education.