Part-Time Bank Sales & Service Associate

Citi; Chino Hills (CA); Sur place; USD 44 000 - 58 000; Temps partiel

Résumé du poste

The Universal Banker at Citi in Chino Hills, CA is an entry-level role supporting sales and service activities in partnership with the customer service team. The position aims to strengthen customer relationships, drive loyalty, and help grow sales to individual consumer clients.

You will assist with account openings, process transactions, and participate in branch seminars and promotional campaigns while adhering to bank policies and risk controls.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• Clear and concise written and verbal communication skills

Responsabilités

• 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.

Connaissances

Retail banking

Customer service

Communication skills

Formation

High School diploma

Description du poste

The Universal Banker at Citi in Chino Hills, CA is an entry-level role supporting sales and service activities in partnership with the customer service team. The position aims to strengthen customer relationships, drive loyalty, and help grow sales to individual consumer clients.

You will assist with account openings, process transactions, and participate in branch seminars and promotional campaigns while adhering to bank policies and risk controls.