Part-Time Banking Specialist: Sales & Service Pro

Citi; New York (NY); On-site; USD 50,000 - 65,000; Part time

Job summary

Citigroup Inc. in Somers, NY is seeking an entry-level Universal Banker to support sales, products and service activities in coordination with the customer service team.

The role focuses on fostering customer relationships to build loyalty and help increase sales to individual consumer clients. As part of the Consumer Sales/Branch Sales family, this part-time position involves assisting with account openings, processing transactions, handling inquiries, and referring opportunities to partners

Qualifications

• 1-3 years of relevant experience in retail banking or similar roles.
• Previous retail banking experience is required.
• Clear and concise written and verbal communication skills are essential.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery to resolve account service issues.
• Execute financial transactions per bank policies and procedures.
• Refer opportunities to segment partners where appropriate.
• Create sales opportunities from service transactions 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 consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets.

Skills

Communication skills

Customer service

Attention to detail

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Somers, NY is seeking an entry-level Universal Banker to support sales, products and service activities in coordination with the customer service team.

The role focuses on fostering customer relationships to build loyalty and help increase sales to individual consumer clients. As part of the Consumer Sales/Branch Sales family, this part-time position involves assisting with account openings, processing transactions, handling inquiries, and referring opportunities to partners