Entry-Level Banking & Service Associate

Citigroup Inc.; San Francisco (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Citigroup Inc. in San Francisco seeks an entry-level Universal Banker to support sales, products and service activities with the customer service team. You will assist in account openings and resolve service issues while helping to grow relationships with individual clients.

Responsibilities include executing transactions, referring opportunities to partners, and contributing to campaigns and seminars. A focus on compliance and risk awareness is essential in this role.

Qualifications

• 1-3 years of relevant experience.
• 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 resolve account service issues.
• Execute financial transactions in accordance with bank policies and procedures.
• Refer opportunities to segment partners where appropriate.
• Create sales opportunities from service transactions and resolve customer issues promptly.
• Support sales/service activities within the branch by participating in seminars and campaigns.
• Adhere to operational controls to ensure safety of assets.
• Assess risk and ensure compliance with laws and regulations.

Skills

1-3 years exp

Retail banking exp

Communication skills

Education

High School diploma

Job description

Citigroup Inc. in San Francisco seeks an entry-level Universal Banker to support sales, products and service activities with the customer service team. You will assist in account openings and resolve service issues while helping to grow relationships with individual clients.

Responsibilities include executing transactions, referring opportunities to partners, and contributing to campaigns and seminars. A focus on compliance and risk awareness is essential in this role.