Entry-Level Universal Banker: Sales & Service

Citi; Washington (District of Columbia); On-site; USD 48,000 - 62,000; Part time

Job summary

Citi in Washington, DC is seeking a Universal Banker to assist in sales, service and account activities, supporting the customer service team to build loyalty and grow consumer relationships.

The role focuses on handling basic account openings, resolving service issues, referring opportunities to partners, and providing excellent service while adhering to bank policies and risk controls.

Qualifications

• 1-3 years of relevant experience
• 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

Job description

Citi in Washington, DC is seeking a Universal Banker to assist in sales, service and account activities, supporting the customer service team to build loyalty and grow consumer relationships.

The role focuses on handling basic account openings, resolving service issues, referring opportunities to partners, and providing excellent service while adhering to bank policies and risk controls.