Entry-Level Banking Associate: Sales & Service

Citigroup Inc.; San Juan Capistrano (CA); On-site; USD 48,000 - 62,000; Part time

Job summary

Citigroup Inc. is seeking an entry level Universal Banker in San Juan Capistrano, CA. The role supports customer service and branch sales by assisting with account openings, resolving service issues, and processing transactions in line with bank policies.

You will identify sales opportunities and participate in promotional activities while maintaining risk controls and regulatory compliance. The position targets individuals with 1-3 years of retail banking experience and strong communication

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 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

Retail banking experience

Communication skills

Written and verbal communication

Education

High School diploma

Job description

Citigroup Inc. is seeking an entry level Universal Banker in San Juan Capistrano, CA. The role supports customer service and branch sales by assisting with account openings, resolving service issues, and processing transactions in line with bank policies.

You will identify sales opportunities and participate in promotional activities while maintaining risk controls and regulatory compliance. The position targets individuals with 1-3 years of retail banking experience and strong communication