Part-Time Universal Banker (20 Hours) - Forest Hills Branch

Citi; New York (NY); On-site; USD 35,000 - 55,000; Part time

Job summary

An established industry player is seeking a Part-Time Universal Banker to join their dynamic team in Forest Hills. This role focuses on delivering exceptional customer service, executing transactions, and enhancing client relationships through effective sales routines. You will engage with clients, educate them on digital tools, and ensure their needs are met with a customer-first approach. If you have a passion for helping others and a knack for problem-solving, this opportunity offers a chance to grow in a supportive environment while making a meaningful impact on clients' financial journeys.

Qualifications

• 1-3 years relevant experience in customer service and sales.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Provide exceptional service and resolve client issues promptly.
• Engage clients and convert service requests into sales or referrals.

Skills

face-to-face customer service

digital engagement

basic sales/referrals

communication

problem-solving

computer skills

Education

High School diploma or equivalent

Job description

Join to apply for the Part-Time Universal Banker (20 Hours) - Forest Hills Branch role at Citi.

The Universal Banker is responsible for providing exceptional service to internal and external customers in coordination with the Branch team. The role involves executing service transactions (deposits, payments, address changes, replacement card orders, disputes, etc.) and sales routines (opening accounts, credit cards, etc.) to deepen client relationships.

Responsibilities:

• Exhibit strong sales and service skills, presenting products and educating clients on access channels (ATM, Online, Mobile, etc.)
• Serve as a subject matter expert and remain flexible based on branch needs.
• Continuously learn about products and demonstrate a customer-first attitude.
• Provide exceptional service, resolving account issues and responding promptly to inquiries.
• Maintain knowledge of clients’ accounts and exercise sound judgment.
• Greet and interact proactively with clients, converting service requests into sales or referrals.
• Engage clients in the lobby, demonstrating digital capabilities and identifying financial needs. Standing 60-70% of the day may be required.
• Use marketing tools and digital technology to present financial solutions.
• Connect clients to appropriate partners when needed.
• Own and resolve client problems promptly for satisfaction.
• Recognize transaction needs and guide clients to self-service channels, educating them on digital tools.
• Ensure all follow-up items are completed, working harmoniously with team members.
• Create a welcoming environment, fostering teamwork to enhance customer experience.
• Execute all service transactions and sales routines adhering to policies and procedures.

Qualifications:

• 1-3 years relevant experience.
• Required Skills: face-to-face customer service, digital engagement, basic sales/referrals, communication, problem-solving, computer skills.
• Preferred Skills: Retail experience.

Education:

• High School diploma or equivalent.

Additional details about job family, location, salary, benefits, and application closing date are provided in the original description.