Part-Time Universal Banker: Customer Growth & Service

Citi

New York (NY)

On-site

USD 50,000 - 65,000

Part time

14 days+
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Benefits offered by this job

Health benefits
Wellness programs
401(k)
Life insurance
Disability insurance
Vacation
Paid holidays
Sick leave

Job summary

Citi in New Canaan, Connecticut, is hiring a Part-Universal Banker (20 Hours) to support the customer service team and grow relationships with individual clients. This entry-level role focuses on assisting account openings, handling service transactions, and contributing to sales opportunities at the branch.

You will work on-site, engage with customers, process transactions in line with bank policies, and participate in seminars and campaigns.

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

Customer service experience
Clear written and verbal communication

Education

High School diploma or equivalent

Job description

Citi in New Canaan, Connecticut, is hiring a Part-Universal Banker (20 Hours) to support the customer service team and grow relationships with individual clients. This entry-level role focuses on assisting account openings, handling service transactions, and contributing to sales opportunities at the branch.

You will work on-site, engage with customers, process transactions in line with bank policies, and participate in seminars and campaigns.

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