Customer Banking & Service Associate

Citi

Boca Raton (FL)

On-site

USD 42,000 - 54,000

Part time

14 days+

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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
401(k)
Paid time off
Wellness programs

Job summary

Citi's Universal Banker in Boca Raton, FL is an entry-level position designed to support the execution of sales, products and service activities in coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to individual consumer clients, including basic account openings and service resolution.

You will participate in seminars, promotional campaigns, and product initiatives within the branch, while adhering to

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.

Education

High School diploma or equivalent

Job description

Citi's Universal Banker in Boca Raton, FL is an entry-level position designed to support the execution of sales, products and service activities in coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to individual consumer clients, including basic account openings and service resolution.

You will participate in seminars, promotional campaigns, and product initiatives within the branch, while adhering to

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