Entry-Level Universal Banker: Relationship Builder

Citi; Palatine (IL); On-site; USD 44,000 - 58,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid holidays

Paid time off

Job summary

Citi in Palatine, Illinois is seeking an entry level Universal Banker to assist in sales, products or service activities in coordination with the customer service team and to foster loyalty among individual consumer clients.

You will help open basic accounts, handle service requests, process transactions, and refer opportunities to segment partners. The role supports branch sales campaigns while ensuring compliance with bank policies 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.

Education

High School diploma or equivalent

Job description

Citi in Palatine, Illinois is seeking an entry level Universal Banker to assist in sales, products or service activities in coordination with the customer service team and to foster loyalty among individual consumer clients.

You will help open basic accounts, handle service requests, process transactions, and refer opportunities to segment partners. The role supports branch sales campaigns while ensuring compliance with bank policies and risk controls.