Entry-Level Banking Specialist: Sales & Service

Citibank (Switzerland) AG; San Francisco (CA); On-site; USD 25,000 - 50,000; Part time

Job summary

Citi in San Francisco is seeking a part-time Universal Banker to assist in basic account openings and deliver service to customers. You will handle financial transactions, resolve issues, and generate sales opportunities within the branch while adhering to bank policies and risk controls.

The role supports seminars, promotional campaigns, and product initiatives, acting with integrity to protect Citi's assets and customers. Prior retail banking experience and strong communication are preferred.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• Consistently demonstrates clear and concise written and verbal communication skills
• Education: High School diploma or equivalent

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 Citi, 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

Retail banking

Written communication

Verbal communication

Education

High School diploma or equivalent

Job description

Citi in San Francisco is seeking a part-time Universal Banker to assist in basic account openings and deliver service to customers. You will handle financial transactions, resolve issues, and generate sales opportunities within the branch while adhering to bank policies and risk controls.

The role supports seminars, promotional campaigns, and product initiatives, acting with integrity to protect Citi's assets and customers. Prior retail banking experience and strong communication are preferred.