Entry-Level Universal Banker: Growth in Sales & Service

Citi

New York (NY)

On-site

USD 50,000 - 65,000

Full time

4 days ago

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Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

The Universal Banker position at Citi in New City, NY is an entry-level role focused on assisting in sales, products, and service activities in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and boost sales to individual consumer clients.

Responsibilities include basic account opening, handling service issues, processing transactions, and identifying sales opportunities.

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