Entry-Level Banking & Sales Associate

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

Job summary

Citigroup Inc. in San Jose, California, is seeking an entry-level Universal Banker to support sales and service activities with customers and to assist in basic account openings.

The role emphasizes delivering service, resolving issues, and creating sales opportunities through branch activities, while adhering to bank policies and regulatory requirements. This is a part-time position with a focus on customer relations and risk-aware decision making.

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

Teamwork

Education

High School diploma or equivalent

Job description

Citigroup Inc. in San Jose, California, is seeking an entry-level Universal Banker to support sales and service activities with customers and to assist in basic account openings.

The role emphasizes delivering service, resolving issues, and creating sales opportunities through branch activities, while adhering to bank policies and regulatory requirements. This is a part-time position with a focus on customer relations and risk-aware decision making.