Entry-Level Banking Sales & Service Associate

Citi; New York (NY); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Wellness programs

Job summary

The Universal Banker at Citi in Somers, NY is an entry-level role supporting sales, products and service activities within the customer service team to build loyalty and grow consumer accounts.

The position involves assisting with basic account openings, handling service requests, processing transactions, and contributing to branch initiatives while adhering to bank policies and regulatory requirements. Part-time hours apply.

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.

Skills

Retail banking

Customer service

Communication

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi in Somers, NY is an entry-level role supporting sales, products and service activities within the customer service team to build loyalty and grow consumer accounts.

The position involves assisting with basic account openings, handling service requests, processing transactions, and contributing to branch initiatives while adhering to bank policies and regulatory requirements. Part-time hours apply.