Entry-Level Banking & Client Relations Specialist

Citi; Fremont (CA); On-site; USD 50,000 - 65,000; Part time

Job summary

Citi is seeking an entry-level Universal Banker in Fremont, California. The role supports the customer service team to foster relationships and increase sales for individual consumer clients, including helping with basic account openings and handling service issues.

The position is part time with a typical 40-hour week salary range noted in the posting; the hourly rate and benefits are described in the job detail. Strong communication and prior retail banking experience are preferred.

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

Customer service

Communication

Sales

Education

High School diploma

Job description

Citi is seeking an entry-level Universal Banker in Fremont, California. The role supports the customer service team to foster relationships and increase sales for individual consumer clients, including helping with basic account openings and handling service issues.

The position is part time with a typical 40-hour week salary range noted in the posting; the hourly rate and benefits are described in the job detail. Strong communication and prior retail banking experience are preferred.