Branch Sales & Service Associate

Citi; New York (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off: vacation, sick leave, и

Job summary

Citi seeks an entry-level Universal Banker to support customer service and sales activities in Pelham Manor, NY. You will assist in opening accounts, resolve service issues, and refer opportunities to partners to grow customer relationships.

The role emphasizes accurate transactions, risk awareness, and adherence to policies while delivering friendly, concise communication to clients and colleagues.

Qualifications

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

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

Communication skills

Education

High School diploma or equivalent

Job description

Citi seeks an entry-level Universal Banker to support customer service and sales activities in Pelham Manor, NY. You will assist in opening accounts, resolve service issues, and refer opportunities to partners to grow customer relationships.

The role emphasizes accurate transactions, risk awareness, and adherence to policies while delivering friendly, concise communication to clients and colleagues.