Entry-Level Universal Banker: Grow in Banking Sales

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

Job summary

Citigroup Inc. in Costa Mesa, CA is seeking an entry-level Universal Banker to assist in sales, products, and services in coordination with the customer service team.

The role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients. Responsibilities include assisting with basic account openings, resolving service issues, executing transactions, and supporting branch sales activities while maintaining regulatory and risk controls.

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

Communication skills

Customer service

Education

High School diploma

Job description

Citigroup Inc. in Costa Mesa, CA is seeking an entry-level Universal Banker to assist in sales, products, and services in coordination with the customer service team.

The role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients. Responsibilities include assisting with basic account openings, resolving service issues, executing transactions, and supporting branch sales activities while maintaining regulatory and risk controls.