Client-First Banker: Sales & Service Pro

Citi; Fontana (CA); On-site; USD 44,000 - 58,000; Part time

Job summary

Citi is hiring an entry-level Universal Banker in Fontana, CA to support sales and service delivery within the branch. You will assist with basic account openings, resolve service issues, and refer opportunities to partners to grow customer relationships.

The role emphasizes strong written and verbal communication, customer service, and adherence to bank policies. This part-time position offers exposure to consumer banking and promotional activities while prorating benefits for hours worked.

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 safety and security of customer and bank assets
• Appropriately assess risk when business decisions are made, ensuring compliance with laws and Citi’s policies

Skills

Communication skills

Retail banking experience

Education

High School diploma

Job description

Citi is hiring an entry-level Universal Banker in Fontana, CA to support sales and service delivery within the branch. You will assist with basic account openings, resolve service issues, and refer opportunities to partners to grow customer relationships.

The role emphasizes strong written and verbal communication, customer service, and adherence to bank policies. This part-time position offers exposure to consumer banking and promotional activities while prorating benefits for hours worked.