Entry-Level Universal Banker: Customer-Focused Sales

Citigroup Inc.; Poway (CA); On-site; USD 48,000 - 62,000; Part time

Job summary

Citigroup Inc. in Poway, CA is seeking an entry-level Universal Banker to assist in opening accounts, resolve service issues, and execute transactions in line with bank policies. You will refer opportunities to partners and help drive sales through service interactions within the branch.

The role supports seminars and campaigns, while maintaining rigorous risk and regulatory compliance to protect customers and Citi assets. Part-time hours with a clear career path in consumer sales.

Qualifications

• 1-3 years of relevant experience.
• Retail banking or similar experience required.
• 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

Communication skills

Retail banking

Customer service

Education

High School diploma

Job description

Citigroup Inc. in Poway, CA is seeking an entry-level Universal Banker to assist in opening accounts, resolve service issues, and execute transactions in line with bank policies. You will refer opportunities to partners and help drive sales through service interactions within the branch.

The role supports seminars and campaigns, while maintaining rigorous risk and regulatory compliance to protect customers and Citi assets. Part-time hours with a clear career path in consumer sales.