Entry-Level Banking & Sales Associate

Citi; North Great River (NY); On-site; USD 52,000 - 67,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi in Central Islip, NY seeks an entry level Universal Banker to support sales and service activities for individuals. You will help attract customers, sell financial products, and serve clients with a focus on exceptional experiences and relationship building.

Responsibilities include branch sales, product promotion, and providing support to the Personal Executive, while ensuring compliance and strong client service metrics.

Qualifications

• 2-4 years of relevant experience in financial sales or branch banking.
• High School diploma or equivalent.
• Proficient in Microsoft Office and basic computer skills.
• Strong written and verbal communication skills.

Responsibilities

• Attract and retain new customers, sell financial products, and provide services as needed to individuals.
• Conduct branch or visit client visit sales.
• Promote and sell financial products (e.g. account, credit cards, insurance, personal loans, investments).
• Complete sales of financial products and services in branches (collection and placement products).
• Serve as backup for the Personal Executive.
• Recommend new options to enhance productivity.
• Resolve basic to moderately complex problems based on practice and precedence.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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

2-4 years experience

Customer service

Sales

Communication

Microsoft Office

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Citi in Central Islip, NY seeks an entry level Universal Banker to support sales and service activities for individuals. You will help attract customers, sell financial products, and serve clients with a focus on exceptional experiences and relationship building.

Responsibilities include branch sales, product promotion, and providing support to the Personal Executive, while ensuring compliance and strong client service metrics.