Part-Time Universal Banker (20 Hours), Aliso Viejo Branch

Citi; Aliso Viejo (CA); Sur place; USD 48 000 - 62 000; Temps partiel

Avantages offerts par ce poste

Medical coverage

Dental coverage

401(k)

Paid time off

Résumé du poste

Citi is seeking an entry-level Universal Banker in Aliso Viejo, CA to support customer service, assist with basic account openings, and help grow sales among individual clients. You will work with the branch team to foster loyalty and build relationships.

In this part-time role, you will handle routine financial transactions, resolve service issues, and refer opportunities to partners while complying with bank policies and regulatory requirements.

Qualifications

• 1–3 years of relevant experience in retail banking or similar.
• Retail banking experience required.
• Strong written and verbal communication skills.

Responsabilités

• Assist in basic account opening for existing customers.
• Provide service delivery to resolve account service issues.
• Execute financial transactions per bank policies.
• Refer opportunities to segment partners when appropriate.
• Create sales opportunities from service transactions and resolve complaints promptly.
• Support sales and service activities within the branch.
• Adhere to controls and regulatory procedures for safety of assets.
• Assess risk in business decisions while upholding firm reputation and compliance.

Connaissances

Retail banking

Customer service

Communication skills

Formation

High School diploma

Description du poste

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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.

Qualifications

• 1-3 years of relevant experience
• Previous Retail Banking or similar experience required
• Consistently demonstrates clear and concise written and verbal communication skills

Education

• High School diploma or equivalent

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Part time

Primary Location

Aliso Viejo California United States

Primary Location Full Time Salary Range

$47,510.00 - $61,990.00

The hourly rate corresponding to the annual range is

$22.84 - $29.80

Benefits

• Discretionary and formulaic incentive and retention awards.
• Medical coverage.
• Dental coverage.
• Vision coverage.
• 401(k).
• Life insurance.
• Accident insurance.
• Disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation).
• Unplanned time off (sick leave).
• Paid holidays.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Sep 02, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right.

Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.