Junior Banking Advisor: Sales & Service

Citi; New York (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid holidays

Paid time off

Job summary

The Universal Banker at Citi in Bronx, NY, is an entry-level position supporting sales and service activities within the branch. It aims to foster customer loyalty and grow sales to individual consumer clients while collaborating with the customer service team.

You will assist with account openings, handle transactions, resolve issues, and refer opportunities to partners, all while adhering to bank policies and risk controls. Strong communication is essential.

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 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

The Universal Banker at Citi in Bronx, NY, is an entry-level position supporting sales and service activities within the branch. It aims to foster customer loyalty and grow sales to individual consumer clients while collaborating with the customer service team.

You will assist with account openings, handle transactions, resolve issues, and refer opportunities to partners, all while adhering to bank policies and risk controls. Strong communication is essential.