Part-Time Banking Specialist Grow Customer Relationships

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid holidays

Job summary

Citi in Concord, CA is seeking an entry-level Universal Banker to support the customer service team with sales, products, and service activities for individual consumers.

You will help open accounts, process transactions, resolve service issues, and identify sales opportunities while adhering to bank policies and risk controls. This part-time role offers essential training within Citi's retail banking network.

Qualifications

• 1-3 years of relevant 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

Communication skills

Retail banking experience

Education

High School diploma or equivalent

Job description

Citi in Concord, CA is seeking an entry-level Universal Banker to support the customer service team with sales, products, and service activities for individual consumers.

You will help open accounts, process transactions, resolve service issues, and identify sales opportunities while adhering to bank policies and risk controls. This part-time role offers essential training within Citi's retail banking network.