Part-Time Universal Banker: Grow Customer Relationships

Citi; Costa Mesa (CA); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Paid time off

Wellness programs

Job summary

The Universal Banker at Citi is an entry level position in Costa Mesa, CA, supporting the customer service team and assisting in sales, products, or service activities. The role aims to foster customer loyalty and help increase sales to individual consumers.

Responsibilities include assisting in basic account openings, handling service issues, processing transactions, and creating sales opportunities while ensuring compliance with bank policies and risk controls.

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 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

Retail banking experience

Excellent communication

Customer service

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi is an entry level position in Costa Mesa, CA, supporting the customer service team and assisting in sales, products, or service activities. The role aims to foster customer loyalty and help increase sales to individual consumers.

Responsibilities include assisting in basic account openings, handling service issues, processing transactions, and creating sales opportunities while ensuring compliance with bank policies and risk controls.