Entry-Level Banking Pro: Service, Sales & Accounts

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

Job summary

Citigroup Inc. in San Francisco, CA seeks an entry-level Universal Banker to assist in sales, products and service activities with the customer service team. The role focuses on building customer loyalty, increasing sales, and handling routine financial transactions in line with bank policies.

The position is part-time, with scheduling aligned to branch needs and customer flow. Strong communication and customer service skills are required to support branch sales and service initiatives while

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

Retail banking experience

Communication skills

Written and verbal communication

Education

High School diploma or equivalent

Job description

Citigroup Inc. in San Francisco, CA seeks an entry-level Universal Banker to assist in sales, products and service activities with the customer service team. The role focuses on building customer loyalty, increasing sales, and handling routine financial transactions in line with bank policies.

The position is part-time, with scheduling aligned to branch needs and customer flow. Strong communication and customer service skills are required to support branch sales and service initiatives while