Part-Time Bank Sales & Service Associate

Citi; Tustin (CA); In loco; USD 48.000 - 62.000; Part-time

Descrizione del lavoro

Citi's Universal Banker in Tustin, CA is an entry-level, part-time role within the Consumer Sales/Branch Sales family. You will assist in basic account openings and resolve service issues, while identifying sales opportunities during service transactions.

The position emphasizes customer relationship building, adherence to bank policies, and collaboration with segment partners to enhance loyalty and drive sales growth.

Competenze

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

Mansioni

• 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.

Conoscenze

Retail banking experience

Communication skills

Formazione

High School diploma or equivalent

Descrizione del lavoro

Citi's Universal Banker in Tustin, CA is an entry-level, part-time role within the Consumer Sales/Branch Sales family. You will assist in basic account openings and resolve service issues, while identifying sales opportunities during service transactions.

The position emphasizes customer relationship building, adherence to bank policies, and collaboration with segment partners to enhance loyalty and drive sales growth.