Entry-Level Universal Banker: Branch Sales & Service

Citi Group; Whittier (CA); On-site; USD 31,000 - 41,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off and holidays

Job summary

Citi Group in Whittier, CA is seeking an entry-level Universal Banker to assist in sales, service and product activities across the customer service team. The role focuses on building customer loyalty and increasing sales for consumer clients.

The position supports basic account openings, transaction processing, and responding to service issues while adhering to bank policies and regulatory requirements. It is a part-time role with a salary range based on 40-hour weeks.

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 customers.
• 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 transactions and resolve customer complaints/issues promptly.
• Support branch sales/service activities with seminars, micromarketing events and promotional campaigns.
• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure safety and security of assets.
• Assess risk and escalate, ensuring compliance with laws and ethical conduct.

Skills

Communication skills

Retail banking experience

Written communication

Education

High School Diploma

Job description

Citi Group in Whittier, CA is seeking an entry-level Universal Banker to assist in sales, service and product activities across the customer service team. The role focuses on building customer loyalty and increasing sales for consumer clients.

The position supports basic account openings, transaction processing, and responding to service issues while adhering to bank policies and regulatory requirements. It is a part-time role with a salary range based on 40-hour weeks.