Part-Time Universal Banker: Build Relationships & Service

Citi; New York (NY); On-site; USD 25,015 - 32,635; Part time

Benefits offered by this job

On-site role

Job summary

The Universal Banker at Citi is an entry-level role focused on assisting sales and service activities in collaboration with the branch customer service team. The position aims to build customer loyalty and increase sales to individual consumer clients.

Key tasks include opening accounts for existing customers, resolving service issues, processing transactions, and seizing sales opportunities through seminars and campaigns while maintaining strong risk and policy compliance.

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 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 complaints promptly.
• Support branch sales/service activities through seminars, micromarketing events, and campaigns.

Skills

Retail Banking

Customer Service

Communication

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi is an entry-level role focused on assisting sales and service activities in collaboration with the branch customer service team. The position aims to build customer loyalty and increase sales to individual consumer clients.

Key tasks include opening accounts for existing customers, resolving service issues, processing transactions, and seizing sales opportunities through seminars and campaigns while maintaining strong risk and policy compliance.