Part-Time Universal Banker: Grow Customer Loyalty & Sales

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

Job summary

Citigroup Inc. is seeking an entry-level Universal Banker in Tustin, CA. The role supports customer service teams to foster relationships and drive sales for individual consumer clients.

Responsibilities include assisting with account openings, processing transactions, and handling inquiries while promoting bank products. Part-time schedule with standard Citi benefits and compliance expectations.

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 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 sales/service activities within the branch through events and campaigns.
• Adhere to operational controls and regulatory procedures to ensure safety of assets.
• Assess risk and ensure compliance with laws and policies.

Skills

Experience 1-3 years

Retail banking

Communication skills

Education

High School diploma

Job description

Citigroup Inc. is seeking an entry-level Universal Banker in Tustin, CA. The role supports customer service teams to foster relationships and drive sales for individual consumer clients.

Responsibilities include assisting with account openings, processing transactions, and handling inquiries while promoting bank products. Part-time schedule with standard Citi benefits and compliance expectations.