Entry-Level Bank Sales & Service Associate

Citi; Pleasant Hill (CA); In loco; USD 50.000 - 65.000; Part-time

Vantaggi offerti da questo lavoro

Medical, dental & vision coverage

401(k)

Paid time off

Descrizione del lavoro

The Universal Banker is an entry-level role at Citi in Pleasant Hill, CA, supporting sales, products and service activities with the customer service team to foster loyalty and grow consumer clients.

You will assist with basic account openings, handle service inquiries, process transactions, and refer opportunities to partners while complying with bank policies and risk controls. This position is part-time.

Competenze

• 1–3 years of relevant experience
• Retail banking experience required
• Strong written and verbal communication skills

Mansioni

• Assist in basic account opening for existing customers
• Provide service delivery to resolve account issues
• Execute financial transactions per bank policies
• Refer opportunities to segment partners
• Create sales opportunities from service transactions
• Support branch sales/service activities
• Adhere to risk controls and regulatory procedures
• Escalate and report control issues with transparency

Conoscenze

Communication skills

Retail banking experience

Written and verbal communication

Formazione

High School diploma or equivalent

Descrizione del lavoro

The Universal Banker is an entry-level role at Citi in Pleasant Hill, CA, supporting sales, products and service activities with the customer service team to foster loyalty and grow consumer clients.

You will assist with basic account openings, handle service inquiries, process transactions, and refer opportunities to partners while complying with bank policies and risk controls. This position is part-time.