Part-Time Banking Sales & Service Specialist

Citi; San Francisco (CA); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Discretionary incentive

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citi in San Francisco is seeking an entry-level Universal Banker to assist in sales, product and service activities with the customer service team, building loyalty and helping increase sales to individual consumer clients.

Responsibilities include opening accounts for existing customers, resolving service issues, processing transactions, referring opportunities to partners, and supporting seminars and campaigns while ensuring adherence to policies and risk controls.

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.

Skills

Communication skills

Education

High School diploma or equivalent

Job description

Citi in San Francisco is seeking an entry-level Universal Banker to assist in sales, product and service activities with the customer service team, building loyalty and helping increase sales to individual consumer clients.

Responsibilities include opening accounts for existing customers, resolving service issues, processing transactions, referring opportunities to partners, and supporting seminars and campaigns while ensuring adherence to policies and risk controls.