Entry-Level Banking Associate: Sales & Service

Citigroup Inc.; Oakland (CA); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citigroup Inc. is seeking an entry-level Universal Banker in Oakland, CA to support customer service and sales activities at the branch. You will assist with account openings, process transactions, and help identify opportunities to expand relationships with individual clients.

The role emphasizes delivering quality service, adhering to bank policies, and building customer loyalty through effective communication and collaboration with the sales team.

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

1-3 years experience

Retail banking

Communication skills

Education

High School diploma

Job description

Citigroup Inc. is seeking an entry-level Universal Banker in Oakland, CA to support customer service and sales activities at the branch. You will assist with account openings, process transactions, and help identify opportunities to expand relationships with individual clients.

The role emphasizes delivering quality service, adhering to bank policies, and building customer loyalty through effective communication and collaboration with the sales team.