Part-Time Banking Sales & Service Associate

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

Vantaggi offerti da questo lavoro

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid holidays

Descrizione del lavoro

Citi in Costa Mesa, CA is seeking an entry-level Universal Banker to support sales and service activities within the branch, assist with basic account openings, and help resolve customer issues. You will engage with customers and refer opportunities to segment partners, contributing to sales growth and customer loyalty.

The role emphasizes strong written and verbal communication, adherence to banking policies, and risk-aware decision making.

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, 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

Written communication

Verbal communication

Retail banking experience

Formazione

High School diploma or equivalent

Descrizione del lavoro

Citi in Costa Mesa, CA is seeking an entry-level Universal Banker to support sales and service activities within the branch, assist with basic account openings, and help resolve customer issues. You will engage with customers and refer opportunities to segment partners, contributing to sales growth and customer loyalty.

The role emphasizes strong written and verbal communication, adherence to banking policies, and risk-aware decision making.