Part-Time Banking Advisor: Grow Sales & Service

Citi; New York (NY); On-site; USD 33,000 - 43,000; Part time

Job summary

The Citi Universal Banker is an entry level role supporting sales and service in the branch. You will help customers open basic accounts and resolve routine service issues, while building trust and loyalty through friendly service.

You will collaborate with the customer service team and segment partners to identify opportunities, participate in local seminars, and ensure compliance with bank policies and controls.

Qualifications

• 1-3 years of relevant banking experience.
• Previous Retail Banking or similar experience required.
• 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

Retail banking experience

Communication skills

Team collaboration

Education

High School diploma or equivalent

Job description

The Citi Universal Banker is an entry level role supporting sales and service in the branch. You will help customers open basic accounts and resolve routine service issues, while building trust and loyalty through friendly service.

You will collaborate with the customer service team and segment partners to identify opportunities, participate in local seminars, and ensure compliance with bank policies and controls.