Entry-Level Banking Sales & Service Associate

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Job summary

The Universal Banker at Citi is an entry-level role supporting sales, products, or service activities with the customer service team in New York. The goal is to foster customer relationships, loyalty, and increased sales to individual clients.

In this branch-focused position, you will assist with account openings, resolve service issues, and process transactions while identifying sales opportunities and contributing to promotional campaigns.

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 customers.
• 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 transactions 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

Communication skills

Retail banking experience

Written communication

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi is an entry-level role supporting sales, products, or service activities with the customer service team in New York. The goal is to foster customer relationships, loyalty, and increased sales to individual clients.

In this branch-focused position, you will assist with account openings, resolve service issues, and process transactions while identifying sales opportunities and contributing to promotional campaigns.