Customer-Driven Banking Sales Associate

Citigroup Inc.; Thousand Oaks (CA); On-site; USD 48,000 - 62,000; Part time

Job summary

Citigroup Inc. is seeking a Universal Banker in Newbury Park, CA, an entry-level position focused on assisting in sales, products, or service activities in coordination with the customer service team to build loyalty and grow sales to individual consumer clients.

The role supports basic account opening, service delivery, and execution of financial transactions while promoting Citi products and solving customer issues. It emphasizes risk awareness and adherence to regulatory controls.

Qualifications

• 1-3 years of relevant experience.
• 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

Customer service

Written communication

Verbal communication

Education

High School diploma

Job description

Citigroup Inc. is seeking a Universal Banker in Newbury Park, CA, an entry-level position focused on assisting in sales, products, or service activities in coordination with the customer service team to build loyalty and grow sales to individual consumer clients.

The role supports basic account opening, service delivery, and execution of financial transactions while promoting Citi products and solving customer issues. It emphasizes risk awareness and adherence to regulatory controls.