Part-Time Universal Banker: Customer Growth & Service

Citigroup Inc.; Ventura (CA); On-site; USD 48,000 - 62,000; Part time

Benefits offered by this job

Medical coverage

Dental & vision coverage

401(k) plan

Life insurance

Wellness program

Job summary

Citigroup Inc. in Ventura, California is seeking an entry-level Universal Banker to support sales and service activities in coordination with the customer service team.

The role focuses on building customer loyalty by handling basic account openings and resolving service issues. You will refer opportunities, support branch campaigns, ensure compliance with policies, and assist with transactions while maintaining risk controls.

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

Communication skills

Retail banking experience

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Ventura, California is seeking an entry-level Universal Banker to support sales and service activities in coordination with the customer service team.

The role focuses on building customer loyalty by handling basic account openings and resolving service issues. You will refer opportunities, support branch campaigns, ensure compliance with policies, and assist with transactions while maintaining risk controls.