Customer Banking & Service Specialist

Citi; Bridgeport (CT); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical

Dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

The Universal Banker at Citi in Bridgeport, CT is an entry-level role supporting sales and service activities within the branch. You will assist with account openings, handle routine transactions, and help resolve customer inquiries to foster loyalty and drive service quality.

Working with the customer service team, you’ll refer opportunities to partners, participate in promotions, and adhere to bank policies and regulatory requirements to protect clients and assets.

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 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

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi in Bridgeport, CT is an entry-level role supporting sales and service activities within the branch. You will assist with account openings, handle routine transactions, and help resolve customer inquiries to foster loyalty and drive service quality.

Working with the customer service team, you’ll refer opportunities to partners, participate in promotions, and adhere to bank policies and regulatory requirements to protect clients and assets.