Entry-Level Universal Banker: Grow Customer Relationships

Citi; New York (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Vacation and holidays

Job summary

Citi is seeking an Universal Banker at the Castro Branch in San Francisco to support everyday banking needs and drive service and sales across consumer clients. This on-site role emphasizes building customer relationships and executing standard banking transactions with accuracy.

Responsibilities include assisting with account openings, resolving service issues, and identifying sales opportunities while adhering to bank policies and regulatory requirements.

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 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 experience

Communication skills

Education

High School diploma or equivalent

Job description

Citi is seeking an Universal Banker at the Castro Branch in San Francisco to support everyday banking needs and drive service and sales across consumer clients. This on-site role emphasizes building customer relationships and executing standard banking transactions with accuracy.

Responsibilities include assisting with account openings, resolving service issues, and identifying sales opportunities while adhering to bank policies and regulatory requirements.