Entry-Level Universal Banker: Sales & Service

Citigroup Inc.; California; On-site; USD 48,000 - 62,000; Part time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in California seeks an entry-level Universal Banker to support sales, products and service activities within the customer service team.

The role focuses on building customer relationships to boost loyalty and drive sales to individual clients. Key duties include assisting with basic account openings, resolving service issues, processing transactions, referring opportunities to partners, and contributing to branch events and campaigns while adhering to bank policies and risk

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 customers.
• Provide service delivery 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 from service transactions and resolve customer issues promptly.
• Support sales/service activities within the branch by participating in events and campaigns.
• Adhere to operational, legal, corporate, and regulatory procedures to safeguard assets.
• Assess risk and uphold Citi’s reputation with ethical conduct and compliance.

Skills

Written and verbal communication

Customer service

Relationship building

Education

High School diploma or equivalent

Job description

Citigroup Inc. in California seeks an entry-level Universal Banker to support sales, products and service activities within the customer service team.

The role focuses on building customer relationships to boost loyalty and drive sales to individual clients. Key duties include assisting with basic account openings, resolving service issues, processing transactions, referring opportunities to partners, and contributing to branch events and campaigns while adhering to bank policies and risk