Part-Time Universal Banker: Build Relationships & Sell

Citi; New York (NY); On-site; USD 42,000 - 54,000; Part time

Job summary

Citi in Palm Springs, FL is hiring a Part-Time Universal Banker (20 Hours) to support the customer service team, assist with basic account openings and resolve account service issues while promoting Citi products.

The role focuses on building relationships with individual consumer clients, driving small-scale sales opportunities from service transactions, and adhering to bank policies and regulatory procedures to safeguard customers and Citi assets.

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Clear and concise written and verbal communication skills.

Responsibilities

• Assist in basic account opening for existing customers.
• 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 from service transactions and resolve customer issues promptly.
• Support branch sales/service activities within the branch by participating in seminars and campaigns.
• Adhere to operational controls to ensure safety and security of assets.
• Assess risk and ensure compliance with laws and Citi policies.

Skills

Customer service

Communication skills

Retail banking

Education

High School diploma

Job description

Citi in Palm Springs, FL is hiring a Part-Time Universal Banker (20 Hours) to support the customer service team, assist with basic account openings and resolve account service issues while promoting Citi products.

The role focuses on building relationships with individual consumer clients, driving small-scale sales opportunities from service transactions, and adhering to bank policies and regulatory procedures to safeguard customers and Citi assets.