Entry-Level Universal Banker: Sales & Service

Citi; Surfside (FL); On-site; USD 42,000 - 54,000; Part time

Job summary

Citi is seeking an entry-level Universal Banker in Surfside, FL to assist with sales, products, and service activities in coordination with the customer service team. The role aims to build customer loyalty and increase sales to consumer clients.

Responsibilities include basic account openings, resolving service issues, and processing transactions in line with bank policies. Strong communication and bilingual English/Spanish abilities are preferred.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• Consistently demonstrates clear and concise written and verbal communication skills
• Bilingual English/Spanish speaking preferred

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

Skills

Retail banking experience

Bilingual English/Spanish

Strong communication skills

Education

High School diploma or equivalent

Job description

Citi is seeking an entry-level Universal Banker in Surfside, FL to assist with sales, products, and service activities in coordination with the customer service team. The role aims to build customer loyalty and increase sales to consumer clients.

Responsibilities include basic account openings, resolving service issues, and processing transactions in line with bank policies. Strong communication and bilingual English/Spanish abilities are preferred.