Entry-Level Banking Sales & Service Associate

Citigroup Inc.; Daly City (CA); On-site; USD 33,000 - 43,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Daly City, California is seeking an entry-level Universal Banker to support sales, service and product initiatives within the customer service team.

The role focuses on building customer loyalty and increasing sales to individual clients. Responsibilities include assisting with basic account openings, processing transactions, resolving service issues, and referring opportunities to partners while adhering to bank policies and risk controls.

Qualifications

• 1-3 years of relevant experience.
• 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

Communication skills

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Daly City, California is seeking an entry-level Universal Banker to support sales, service and product initiatives within the customer service team.

The role focuses on building customer loyalty and increasing sales to individual clients. Responsibilities include assisting with basic account openings, processing transactions, resolving service issues, and referring opportunities to partners while adhering to bank policies and risk controls.