Part-Time Universal Banker: Build Client Relationships

Citigroup Inc.; San Mateo (CA); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. is seeking an entry-level Universal Banker in San Mateo, CA. You will assist in basic account opening, resolve service issues, and execute transactions in line with bank policies, while building customer relationships.

The role emphasizes delivering sales opportunities from service, staying compliant, and supporting branch activities via seminars and campaigns. Part-time schedule; benefits include Citi offerings.

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 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.

Skills

Written and verbal communication

Education

High School diploma or equivalent

Job description

Citigroup Inc. is seeking an entry-level Universal Banker in San Mateo, CA. You will assist in basic account opening, resolve service issues, and execute transactions in line with bank policies, while building customer relationships.

The role emphasizes delivering sales opportunities from service, staying compliant, and supporting branch activities via seminars and campaigns. Part-time schedule; benefits include Citi offerings.