Entry-Level Banking & Service Associate

Citibank (Switzerland) AG; New York, Northern (NY, KY); Hybrid; Confidential; Full time

Job summary

The Universal Banker role at Citi in Bronx, NY is an entry level position focused on supporting sales, product and service activities in collaboration with the customer service team. The objective is to build customer loyalty and increase sales to individual clients.

Responsibilities include assisting with account openings, resolving service issues, processing transactions, and promoting branch sales initiatives while maintaining compliance with bank policies and risk controls.

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

Retail banking experience

Customer service

Education

High School diploma or equivalent

Job description

The Universal Banker role at Citi in Bronx, NY is an entry level position focused on supporting sales, product and service activities in collaboration with the customer service team. The objective is to build customer loyalty and increase sales to individual clients.

Responsibilities include assisting with account openings, resolving service issues, processing transactions, and promoting branch sales initiatives while maintaining compliance with bank policies and risk controls.