Entry-Level Banker: Sales & Service Specialist

Citi; Santa Ana (CA); On-site; USD 47,510 - 61,990; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

Citi is seeking a Universal Banker in Santa Ana, California. This entry-level position focuses on assisting with sales and customer service activities, building loyalty among individual consumer clients through effective communication and problem-solving.

The ideal candidate will have 1-3 years of relevant experience, especially in Retail Banking, and possess a high school diploma. The role offers an annual salary between $47,510 and $61,990, along with comprehensive benefits including medical and 401(k) retirement.

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery to internal/external customers to resolve account service issues.
• Execute financial transactions according to bank policies.
• Create sales opportunities out of service transactions.
• Support sales/service activities within the branch.

Skills

Clear and concise communication skills

Customer service

Sales opportunities identification

Education

High School diploma or equivalent

Job description

Citi is seeking a Universal Banker in Santa Ana, California. This entry-level position focuses on assisting with sales and customer service activities, building loyalty among individual consumer clients through effective communication and problem-solving.

The ideal candidate will have 1-3 years of relevant experience, especially in Retail Banking, and possess a high school diploma. The role offers an annual salary between $47,510 and $61,990, along with comprehensive benefits including medical and 401(k) retirement.