Entry-Level Universal Banker - Build Relationships & Drive Sales

Citi; Florida; On-site; USD 42,000 - 54,000; Full time

Job summary

The Universal Banker role at Citi in North Miami Beach, FL is an entry-level position supporting sales and service activities within the customer service team. You will help build customer loyalty and increase sales to individual consumers.

As part of the Branch Sales team, you will assist with account openings, process transactions, resolve service issues, and participate in promotions and seminars. A high school diploma and 1–3 years of relevant experience are typical prerequisites; bilingual

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Bilingual English/Spanish Speaking Preferred.

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

Bilingual English/Spanish

Education

High School diploma or equivalent

Job description

The Universal Banker role at Citi in North Miami Beach, FL is an entry-level position supporting sales and service activities within the customer service team. You will help build customer loyalty and increase sales to individual consumers.

As part of the Branch Sales team, you will assist with account openings, process transactions, resolve service issues, and participate in promotions and seminars. A high school diploma and 1–3 years of relevant experience are typical prerequisites; bilingual