Customer Banking & Sales Specialist

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

Job summary

Citi in New York is seeking an entry-level Universal Banker to assist in sales and service activities, strengthening customer relationships and driving loyalty.

You will support account openings, process transactions, handle inquiries, and refer opportunities to partners while maintaining strict risk and regulatory compliance. This is a part-time role with benefits and growth opportunities within Consumer Sales and Branch Sales.

Qualifications

• 1-3 years of relevant experience in retail banking or similar roles.
• Clear and concise written and verbal communication skills.
• Ability to assist in basic account openings and service delivery.
• Familiarity with bank policies and regulatory requirements.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery 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 from service transactions and resolve complaints promptly.
• Support sales/service activities within the branch through seminars and campaigns.
• Adhere to controls and regulatory procedures to safeguard assets.
• Assess risk and maintain firm reputation with ethical business practices.

Skills

Communication skills

Written communication

Verbal communication

Education

High School diploma or equivalent

Job description

Citi in New York is seeking an entry-level Universal Banker to assist in sales and service activities, strengthening customer relationships and driving loyalty.

You will support account openings, process transactions, handle inquiries, and refer opportunities to partners while maintaining strict risk and regulatory compliance. This is a part-time role with benefits and growth opportunities within Consumer Sales and Branch Sales.