Branch Sales Associate - Entry Level Banking

Citigroup Inc.

New York (NY)

On-site

USD 50,000 - 65,000

Part time

5 days ago
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Benefits offered by this job

Medical, dental & vision coverage
401(k) matching
Paid time off

Job summary

Citigroup Inc. in New York is seeking a Universal Banker to assist with basic account openings and delivering service to customers, connecting sales opportunities to client needs in the branch.

This entry-level, part-time role supports the customer service team in building loyalty and driving revenue from individual consumer clients. The position emphasizes accurate execution of transactions, adherence to bank policies, and collaboration in seminars and promotional campaigns.

Qualifications

  • 1-3 years of relevant experience.
  • Previous Retail Banking or similar experience required.
  • Consistently demonstrates 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

Relevant experience
Written and verbal communication
Customer service

Education

High School diploma or equivalent

Job description

Citigroup Inc. in New York is seeking a Universal Banker to assist with basic account openings and delivering service to customers, connecting sales opportunities to client needs in the branch.

This entry-level, part-time role supports the customer service team in building loyalty and driving revenue from individual consumer clients. The position emphasizes accurate execution of transactions, adherence to bank policies, and collaboration in seminars and promotional campaigns.

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