Entry-Level Banking Sales Specialist

Citi; San Juan Capistrano (CA); On-site; USD 48,000 - 62,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi is seeking an entry-level Universal Banker in San Juan Capistrano, California. The role supports customer service teams to drive loyalty and sales through basic account openings, service resolutions, and transaction processing.

Responsibilities include handling service transactions, referring opportunities to partners, and participating in branch promotions while maintaining compliance with bank policies and regulations.

Qualifications

• 1-3 years of relevant experience.
• 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 issues promptly and effectively.
• Support sales/service activities within the branch by participating in seminars and promotional campaigns.
• Adhere to controls and regulatory procedures to safeguard assets.

Skills

Written and verbal communication

Retail banking experience

Education

High School diploma or equivalent

Job description

Citi is seeking an entry-level Universal Banker in San Juan Capistrano, California. The role supports customer service teams to drive loyalty and sales through basic account openings, service resolutions, and transaction processing.

Responsibilities include handling service transactions, referring opportunities to partners, and participating in branch promotions while maintaining compliance with bank policies and regulations.