Customer-Centric Branch Banker

Citigroup Inc.

Concord (CA)

On-site

USD 50,000 - 65,000

Part time

14 days+

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Benefits offered by this job

Medical benefits
401(k)
Life & disability insurance
Wellness programs
Paid time off

Job summary

Citigroup Inc. in Concord, California is seeking a part-time Branch Sales Associate to assist existing customers with basic account openings, handle service requests, and process financial transactions in line with bank policies.

You will contribute to sales opportunities, participate in branch events, and ensure compliance with legal and Citi policies while prioritizing customer satisfaction.

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 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

1-3 years of relevant experience
Retail banking experience
Communication skills

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Concord, California is seeking a part-time Branch Sales Associate to assist existing customers with basic account openings, handle service requests, and process financial transactions in line with bank policies.

You will contribute to sales opportunities, participate in branch events, and ensure compliance with legal and Citi policies while prioritizing customer satisfaction.

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