Part-Time Universal Banker (20 Hours) - Freemont Branch

Citi; Fremont (CA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off

Job summary

Citi is looking for an entry level Universal Banker in Fremont, California. This role involves assisting in sales and service activities, fostering customer relations, and contributing to sales growth. Responsibilities include account opening, service delivery, and compliance with banking policies.

Ideal candidates should have 1-3 years of relevant experience, strong communication skills, and a high school diploma. Benefits include medical coverage, a 401(k) plan, paid time off, and more.

Qualifications

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

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery to internal and external customers.
• Execute financial transactions in accordance with bank policies.

Skills

Customer service skills

Communication skills

Education

High School diploma or equivalent

Job description

Overview

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

Responsibilities

• Assist in basic account opening for existing customers
• Provide service delivery to internal and 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 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 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

Benefits

• Medical, dental, and vision coverage
• 401(k) retirement plan
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation, sick leave, and paid holidays

Equal Opportunity Employment

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.