Client-Focused Banking Associate

Citi; North Great River (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

Citi in Central Islip, New York is seeking an entry-level Universal Banker to assist in opening accounts, process transactions, and foster customer relationships. This role supports sales and service in coordination with the customer service team and contributes to sales growth with individual consumer clients.

The position emphasizes compliant operations, risk awareness, and collaboration with branch teams and segment partners. Competitive salary and comprehensive benefits accompany this role.

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 customers.
• 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 transactions 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.
• Assess risk when business decisions are made, support Citi's compliance and ethical standards, and escalate/report control issues with transparency.

Skills

1-3 years experience

Written and verbal communication

Education

High School diploma

Job description

Citi in Central Islip, New York is seeking an entry-level Universal Banker to assist in opening accounts, process transactions, and foster customer relationships. This role supports sales and service in coordination with the customer service team and contributes to sales growth with individual consumer clients.

The position emphasizes compliant operations, risk awareness, and collaboration with branch teams and segment partners. Competitive salary and comprehensive benefits accompany this role.