Customer-Focused Teller: Cash Handling & Digital Guidance

Citi; Milpitas (CA); On-site; USD 42,000 - 52,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Paid holidays

Incentives and retention awards

Job summary

The Citi Milpitas branch seeks a part-time Customer Service/Branch Associate to provide friendly, efficient banking support and handle transactions. You will assist clients, promote Citi products, and help customers meet their financial goals.

We value accuracy in money handling, strong communication, and teamwork in a fast-paced environment, with emphasis on digital banking education and service excellence metrics.

Qualifications

• Previous relevant experience preferred.
• Demonstrated sales and customer service experience.
• Money handling experience.
• Effective problem solving and communication skills.
• Ability to work well in a team oriented environment.

Responsibilities

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service.
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash.
• Identify referral opportunities for new products and services based on client’s financial goals.
• Educate clients on digital and self-service opportunities offered by Citi.
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets.
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed.
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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

Sales experience

Customer service

Money handling

Problem solving

Teamwork

Education

High School diploma or equivalent

Job description

The Citi Milpitas branch seeks a part-time Customer Service/Branch Associate to provide friendly, efficient banking support and handle transactions. You will assist clients, promote Citi products, and help customers meet their financial goals.

We value accuracy in money handling, strong communication, and teamwork in a fast-paced environment, with emphasis on digital banking education and service excellence metrics.