Branch Sales & Service Associate

Citi

New York (NY)

On-site

USD 50,000 - 65,000

Part time

4 days ago
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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, &

Job summary

Citi in Somers, NY is seeking an entry-level Universal Banker to assist in sales and service activities, aiming to build strong customer relationships and increase loyalty.

You will help with basic account openings, process transactions, resolve service issues, refer opportunities to partners, and participate in branch promotions. The role emphasizes compliance, risk awareness, and delivering great customer service in a part-time schedule.

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

1-3 years of relevant experience
Retail Banking experience
Written and verbal communication

Education

High School diploma or equivalent

Job description

Citi in Somers, NY is seeking an entry-level Universal Banker to assist in sales and service activities, aiming to build strong customer relationships and increase loyalty.

You will help with basic account openings, process transactions, resolve service issues, refer opportunities to partners, and participate in branch promotions. The role emphasizes compliance, risk awareness, and delivering great customer service in a part-time schedule.

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