Branch Banking Sales Associate (Part-Time)

Citi; Boca Raton (FL); Hybride; USD 21 000 - 26 000; Temps partiel

Résumé du poste

Citi in Boca Raton is seeking a Part-Time Universal Banker (20 hours) to assist with sales, products and service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

You will help open accounts for existing customers, handle basic transactions, resolve service issues, and support branch campaigns while adhering to Citi's policies and

Qualifications

• 1-3 years of relevant experience.
• Retail Banking or similar experience required.
• Strong 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 Citi, 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

Retail banking

Communication

Formation

High School diploma or equivalent

Description du poste

Citi in Boca Raton is seeking a Part-Time Universal Banker (20 hours) to assist with sales, products and service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

You will help open accounts for existing customers, handle basic transactions, resolve service issues, and support branch campaigns while adhering to Citi's policies and