Part- Time Universal Banker (20 Hours), Camden Branch

Citi; San Jose (CA); Presencial; USD 50 000 - 65 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

Medical, dental & vision coverage

401(k)

Paid time off

Wellness programs

Resumo da oferta

Citi in San Jose, CA seeks a Universal Banker in a part‑time role within Consumer Sales. You will assist with basic account openings, deliver service to customers, and help resolve account issues while supporting branch activities.

The position emphasizes building customer relationships to foster loyalty and drive sales. You will follow bank policies, collaborate with partners, and maintain risk controls. Salary range shown is for full‑time, prorated for part‑time, with Citi benefits.

Qualificações

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

Responsabilidades

• 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 where appropriate
• Create sales opportunities from service transactions and resolve complaints
• Support branch sales/service activities during seminars and campaigns
• Adhere to controls to ensure safety of assets and regulatory compliance
• Assess risk and escalate/report control issues with transparency

Conhecimentos

1-3 years of relevant experience

Retail Banking experience

Written and verbal communication

Formação académica

High School diploma or equivalent

Descrição da oferta de emprego

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

The salary range provided in this posting is based on a 40 hour work week.

Good Faith schedule - subject to change based on business needs: Tuesday, Thursday, Friday and Saturday 9:30am-2:30pm.

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Part time

Primary Location:

San Jose California United States

Primary Location Full Time Salary Range:

$50,030.00 - $65,270.00

Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

The hourly rate corresponding to the annual range is:

$24.05 - $31.37

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Most Relevant Skills

Please see the requirements listed above.

Anticipated Posting Close Date:

Oct 15, 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.

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