Entry-Level Banking Sales & Service Associate

Citibank (Switzerland) AG

Bakersfield (CA)

On-site

Confidential

Part time

3 days ago
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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Disability insurance
Wellness programs
Paid time off
Vacation
Sick leave
Paid holidays

Job summary

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Location: Bakersfield, California. This is a part-time role with a salary range of $44,170.00 - $57,630.00 annually, prorated for hours worked.

Qualifications

  • 1-3 years of relevant experience.
  • Retail banking or similar experience required.
  • Strong customer service and sales orientation.

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
Customer service

Education

High School diploma or equivalent

Job description

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Location: Bakersfield, California. This is a part-time role with a salary range of $44,170.00 - $57,630.00 annually, prorated for hours worked.

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