Entry-Level Banking Associate: Grow Customer Relationships

Citi

Plainview (NY)

On-site

USD 50,000 - 65,000

Part time

5 days ago
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Benefits offered by this job

Medical, dental & vision coverage
401(k)
Paid time off

Job summary

Citi is seeking an entry level Universal Banker to assist in sales, products, and service activities in coordination with the customer service team. The role focuses on building loyalty with customers and increasing sales to individual consumer clients.

Based in Plainview, NY, the position is part-time with a salary range posted. Citi offers comprehensive benefits and opportunities to refer prospects to partners within the bank. Training and compliance are emphasized to ensure safe operations.

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 judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Written communication
Verbal communication
Customer service

Education

High School diploma or equivalent

Job description

Citi is seeking an entry level Universal Banker to assist in sales, products, and service activities in coordination with the customer service team. The role focuses on building loyalty with customers and increasing sales to individual consumer clients.

Based in Plainview, NY, the position is part-time with a salary range posted. Citi offers comprehensive benefits and opportunities to refer prospects to partners within the bank. Training and compliance are emphasized to ensure safe operations.

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