Part-Time Universal Banker: Build Relationships & Sell

Citi; Brentwood (NY); On-site; USD 50,000 - 65,000; Part time

Job summary

The Universal Banker at Citi in Brentwood, NY is an entry-level role within the Consumer Sales/Branch Sales family. The role supports sales and service activities, helping to open basic accounts and resolve service issues while building customer loyalty and driving local sales opportunities.

Part-time position emphasizing customer service, accurate handling of transactions, and adherence to bank policies. This role offers exposure to branch operations and opportunities to engage with customers

Qualifications

• 1-3 years of relevant experience (Retail Banking or similar)
• Clear and concise written and verbal communication skills

Responsibilities

• Assist in basic account opening for existing customers
• Provide service delivery to resolve account service issues
• Execute financial transactions in accordance with bank policies
• Refer opportunities to segment partners
• Create sales opportunities from service transactions and resolve complaints promptly
• Support branch sales/service activities during seminars and promotional campaigns
• Adhere to regulatory procedures to ensure safety of assets
• Assess risk and drive compliance with laws and ethics

Skills

Retail banking

Written communication

Verbal communication

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi in Brentwood, NY is an entry-level role within the Consumer Sales/Branch Sales family. The role supports sales and service activities, helping to open basic accounts and resolve service issues while building customer loyalty and driving local sales opportunities.

Part-time position emphasizing customer service, accurate handling of transactions, and adherence to bank policies. This role offers exposure to branch operations and opportunities to engage with customers