Part-Time Banking Sales Advisor

Citi; Washington (District of Columbia); On-site; USD 48,000 - 62,000; Part time

Benefits offered by this job

Medical, dental & vision

401(k)

Life and disability insurance

Paid time off

Job summary

Citi in Washington, DC is seeking an entry-level Universal Banker to assist in executing sales, products and service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include assisting with basic account openings, delivering service to resolve issues, executing transactions, and referring opportunities to segment partners.

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

Education

High School diploma or equivalent

Job description

Citi in Washington, DC is seeking an entry-level Universal Banker to assist in executing sales, products and service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include assisting with basic account openings, delivering service to resolve issues, executing transactions, and referring opportunities to segment partners.