Customer Banking & Sales Associate

Citibank (Switzerland) AG; Long Beach (CA); On-site; Confidential; Part time

Job summary

Citi in Long Beach, California is seeking an entry-level Universal Banker to support the execution of sales, products and services in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and help increase sales to individual consumer clients.

Responsibilities include assisting with basic account openings, resolving service issues, executing transactions, creating sales opportunities from service activities, and supporting branch events.

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• 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 transactions and resolve customer issues promptly
• 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

Retail Banking Experience

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

Citi in Long Beach, California is seeking an entry-level Universal Banker to support the execution of sales, products and services in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and help increase sales to individual consumer clients.

Responsibilities include assisting with basic account openings, resolving service issues, executing transactions, creating sales opportunities from service activities, and supporting branch events.