Entry-Level Banking Sales & Service Associate

Citi

Ridgefield (CT)

On-site

USD 50,030 - 65,270

Full time

14 days+
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
401(k)
Life insurance
Disability insurance
Wellness programs
Paid time off

Job summary

Citi in Ridgefield, CT is seeking an entry-level Universal Banker to support sales and service activities in coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

This position offers opportunities to learn banking operations, process basic transactions, and develop customer service and sales skills within a supportive branch environment.

Qualifications

  • 1–3 years of relevant experience
  • Previous Retail Banking or similar experience required
  • 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

Communication skills

Education

High School diploma or equivalent

Job description

Citi in Ridgefield, CT is seeking an entry-level Universal Banker to support sales and service activities in coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

This position offers opportunities to learn banking operations, process basic transactions, and develop customer service and sales skills within a supportive branch environment.

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