Part-Time Universal Banker — Build Relationships & Drive Sales

Citigroup Inc.; New York (NY); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in New York is seeking an entry-level Universal Banker to support the sales and service efforts of the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients.

You will handle basic account openings, resolve service issues, process transactions, and refer opportunities to partners. The position emphasizes compliance, risk awareness, and delivering quality service in a fast-paced branch environment.

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

Retail banking

Customer service

Communication skills

Education

High School diploma

Job description

Citigroup Inc. in New York is seeking an entry-level Universal Banker to support the sales and service efforts of the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients.

You will handle basic account openings, resolve service issues, process transactions, and refer opportunities to partners. The position emphasizes compliance, risk awareness, and delivering quality service in a fast-paced branch environment.