Customer & Sales Banker (Entry-Level)

Citibank (Switzerland) AG; Selden (NY); On-site; Confidential; Part time

Job summary

The Universal Banker at Citi in Selden, New York, is an entry-level role assisting sales, products, and service activities in coordination with the customer service team. The goal is to foster customer relationships and loyalty while helping grow sales to individual consumer clients.

Responsibilities include assisting in basic account openings for existing customers, resolving service issues, processing financial transactions, and referring opportunities to segment partners when appropriate.

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

Customer service skills

Clear written and verbal communication

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi in Selden, New York, is an entry-level role assisting sales, products, and service activities in coordination with the customer service team. The goal is to foster customer relationships and loyalty while helping grow sales to individual consumer clients.

Responsibilities include assisting in basic account openings for existing customers, resolving service issues, processing financial transactions, and referring opportunities to segment partners when appropriate.