Entry-Level Universal Banker: Service, Sales & Relationships

Citi; New York (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

Citi in New York is seeking an entry-level Universal Banker to support sales, product and service activities in coordination with the customer service team.

You will help build customer relationships, assist with basic account operations, resolve service issues, and participate in branch promotions to drive loyalty and sales against Citi's standards and policies.

Strong communication and compliance with bank policies is expected as you grow with the team.

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 New York is seeking an entry-level Universal Banker to support sales, product and service activities in coordination with the customer service team.

You will help build customer relationships, assist with basic account operations, resolve service issues, and participate in branch promotions to drive loyalty and sales against Citi's standards and policies.

Strong communication and compliance with bank policies is expected as you grow with the team.