Part-Time Banking & Sales Associate

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

Vantaggi offerti da questo lavoro

Medical, dental & vision coverage

401(k)

Paid time off

Descrizione del lavoro

The Universal Banker role at Citi in Covina, CA is an entry level position that supports sales, service and product activities within the customer service team. The goal is to foster customer relationships and drive loyalty while assisting with basic banking tasks.

Responsibilities include assisting with account openings, processing transactions, resolving issues, and identifying sales opportunities while adhering to bank policies and risk controls.

Competenze

• 1–3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Consistently demonstrates clear and concise 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, driving compliance with applicable laws, rules and regulations.

Conoscenze

1-3 years experience

Retail banking

Communication skills

Formazione

High School diploma or equivalent

Descrizione del lavoro

The Universal Banker role at Citi in Covina, CA is an entry level position that supports sales, service and product activities within the customer service team. The goal is to foster customer relationships and drive loyalty while assisting with basic banking tasks.

Responsibilities include assisting with account openings, processing transactions, resolving issues, and identifying sales opportunities while adhering to bank policies and risk controls.