Customer Banking Specialist - Sales & Service

Citi

Gaithersburg (MD)

On-site

USD 48,000 - 62,000

Part time

4 hours ago
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Benefits offered by this job

Medical, dental & vision coverage
401(k)
Life, accident, and disability ins.
Paid time off

Job summary

Citi in Gaithersburg, Maryland is seeking an entry-level Universal Banker to support sales and service activities, fostering customer relationships and increasing loyalty. The role involves assisting with account openings, resolving service issues, and executing transactions in line with policy.

The position emphasizes strong communication, basic sales opportunities, and teamwork within the branch, with eligibility for Citi benefits and a federal workforce-friendly environment.

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 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 customer issues promptly.
  • Support sales/service activities within the branch through seminars and promotional campaigns.
  • Adhere to operational controls to ensure safety of assets and compliance with laws.

Job description

Citi in Gaithersburg, Maryland is seeking an entry-level Universal Banker to support sales and service activities, fostering customer relationships and increasing loyalty. The role involves assisting with account openings, resolving service issues, and executing transactions in line with policy.

The position emphasizes strong communication, basic sales opportunities, and teamwork within the branch, with eligibility for Citi benefits and a federal workforce-friendly environment.

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