Entry Universal Banker: Grow Sales & Serve Clients

Citigroup Inc.; Plainview (NY); On-site; USD 50,000 - 65,000; Part time

Job summary

Citigroup Inc. is seeking an entry-level Universal Banker for a part-time role in Plainview, NY. The position focuses on assisting in sales, products, and services while coordinating with the customer service team to foster customer loyalty and grow sales to individual consumers.

The role involves opening basic accounts, resolving service issues, processing transactions, and supporting branch activities. Candidates should have 1–3 years of experience and a high school diploma.

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.

Skills

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

Citigroup Inc. is seeking an entry-level Universal Banker for a part-time role in Plainview, NY. The position focuses on assisting in sales, products, and services while coordinating with the customer service team to foster customer loyalty and grow sales to individual consumers.

The role involves opening basic accounts, resolving service issues, processing transactions, and supporting branch activities. Candidates should have 1–3 years of experience and a high school diploma.