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

Citi; San Francisco (CA); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k) and other retirement benefits

Paid time off

Job summary

The Universal Banker at Citi in San Francisco is an entry-level role supporting sales, products, and service activities in coordination with the customer service team to build loyalty and grow retail banking relations.

You will assist with account opening, resolve service issues, process transactions, and help generate sales opportunities while ensuring compliance with bank policies and risk controls.

Qualifications

• 1-3 years of relevant experience.
• Retail banking experience required.
• Excellent written and verbal communication skills.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service to resolve account service issues.
• Execute financial transactions per bank policies.
• Refer opportunities to segment partners as appropriate.
• Create sales opportunities from service transactions and resolve issues promptly.
• Support sales/service activities in-branch events and campaigns.
• Adhere to controls to ensure safety and compliance of assets.
• Assess risk and escalate control issues with transparency.

Skills

Experience

Retail Banking

Communication skills

Education

High School diploma or equivalent

Job description

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.

Good Faith Schedule‑subject to change based on business needs:

Tuesday, Wednesday, Friday Saturday: 12:30-5:30

Monday, Wednesday, Thursday, Friday and Saturday: 1:30-5:30

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Part time

Primary Location

San Francisco 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

Benefits

• 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.
• For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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

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.