Entry-Level Banking Sales & Service Specialist

Citigroup Inc.; San Francisco (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k) plan

Wellness programs

Paid time off

Vacation

Sick leave

Holidays

Job summary

Citigroup Inc. in San Francisco is seeking an entry-level Universal Banker to support sales, products and service activities in coordination with the customer service team.

You will assist in basic account openings, resolve service issues, process transactions, and refer opportunities to partners, helping build loyalty and drive growth. This role requires 1-3 years of experience and a high school diploma; standard 40-hour week with rotating schedule.

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.
• Assess risk when business decisions are made, safeguarding Citi and its customers by driving compliance with applicable laws and regulations.

Skills

Retail banking experience

Customer service

Communication skills

Education

High School diploma or equivalent

Job description

Citigroup Inc. in San Francisco is seeking an entry-level Universal Banker to support sales, products and service activities in coordination with the customer service team.

You will assist in basic account openings, resolve service issues, process transactions, and refer opportunities to partners, helping build loyalty and drive growth. This role requires 1-3 years of experience and a high school diploma; standard 40-hour week with rotating schedule.