Entry-Level Banking Specialist: Build Loyalty & Drive Sales

Citibank (Switzerland) AG; San Francisco (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical dental vision

401(k)

Paid time off

Job summary

Citi is seeking an entry-level Universal Banker in San Francisco to assist with account openings, provide service to customers, and process financial transactions in accordance with bank policy. The role emphasizes building customer loyalty and increasing sales through effective service delivery.

The position requires 1-3 years in retail banking or related experience and a high school diploma or equivalent.

Qualifications

• 1-3 years of relevant experience required in retail banking or equivalent.
• Clear and concise written and verbal communication skills.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery to resolve account service issues.
• Execute financial transactions in line with bank policies and procedures.
• Refer opportunities to segment partners when appropriate.
• Support sales/service activities through seminars, micromarketing events, and campaigns.

Skills

Retail banking experience

Customer service

Communication skills

Education

High School diploma or equivalent

Job description

Citi is seeking an entry-level Universal Banker in San Francisco to assist with account openings, provide service to customers, and process financial transactions in accordance with bank policy. The role emphasizes building customer loyalty and increasing sales through effective service delivery.

The position requires 1-3 years in retail banking or related experience and a high school diploma or equivalent.