Entry-Level Universal Banker: Build Relationships and Sales

Citi; Darien (CT); On-site; USD 44,000 - 58,000; Part time

Benefits offered by this job

Medical coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi in Darien, IL is seeking an entry-level Universal Banker to support sales and service activities within the branch and coordinate with customer service teams.

The role focuses on building customer loyalty, opening accounts for existing customers, resolving service issues, processing transactions, and driving cross-sell opportunities while adhering to controls and regulatory requirements.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• Consistently demonstrates 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

Retail banking

Customer service

Written & verbal communication

Chinese language

Education

High School diploma

Job description

Citi in Darien, IL is seeking an entry-level Universal Banker to support sales and service activities within the branch and coordinate with customer service teams.

The role focuses on building customer loyalty, opening accounts for existing customers, resolving service issues, processing transactions, and driving cross-sell opportunities while adhering to controls and regulatory requirements.