Entry-Level Banking Associate — Sales & Service

Citi

San Jose (CA)

On-site

USD 50,000 - 65,000

Part time

9 days ago

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Benefits offered by this job

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

Job summary

Citi in San Jose, CA seeks a Universal Banker in a part‑time role within Consumer Sales. You will assist with basic account openings, deliver service to customers, and help resolve account issues while supporting branch activities.

The position emphasizes building customer relationships to foster loyalty and drive sales. You will follow bank policies, collaborate with partners, and maintain risk controls. Salary range shown is for full‑time, prorated for part‑time, with Citi benefits.

Qualifications

  • 1-3 years of relevant experience
  • Previous Retail Banking or similar experience required
  • Clear and concise written and verbal communication skills

Responsibilities

  • Assist in basic account opening for existing customers
  • Provide service delivery to resolve account service issues
  • Execute financial transactions per bank policies
  • Refer opportunities to segment partners where appropriate
  • Create sales opportunities from service transactions and resolve complaints
  • Support branch sales/service activities during seminars and campaigns
  • Adhere to controls to ensure safety of assets and regulatory compliance
  • Assess risk and escalate/report control issues with transparency

Skills

1-3 years of relevant experience
Retail Banking experience
Written and verbal communication

Education

High School diploma or equivalent

Job description

Citi in San Jose, CA seeks a Universal Banker in a part‑time role within Consumer Sales. You will assist with basic account openings, deliver service to customers, and help resolve account issues while supporting branch activities.

The position emphasizes building customer relationships to foster loyalty and drive sales. You will follow bank policies, collaborate with partners, and maintain risk controls. Salary range shown is for full‑time, prorated for part‑time, with Citi benefits.

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