Part-Time Universal Banker — Grow Customer Relationships

Citi; New York (NY); Sur place; USD 48 000 - 62 000; Temps partiel

Avantages offerts par ce poste

Medical benefits

401(k)

Paid time off

Résumé du poste

The Universal Banker at Citi's Newbury Park branch is an entry-level role focused on assisting with sales, service and account processing to help customers achieve their financial goals.

Responsibilities include opening accounts, resolving service issues, processing transactions, and referring opportunities to partners, while upholding Citi's risk controls and customer-focused culture.

Qualifications

• 1-3 years of relevant experience in banking or retail environments.
• Previous Retail Banking or similar experience required.
• Clear and concise written and verbal communication skills.

Responsabilités

• 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 issues promptly.
• Support sales/service activities within the branch through seminars and events.
• Adhere to operational controls and regulatory procedures to safeguard assets.
• Assess risk and escalate control issues with transparency.

Connaissances

Retail Banking Experience

Sales Skills

Customer Service

Formation

High School diploma or equivalent

Description du poste

The Universal Banker at Citi's Newbury Park branch is an entry-level role focused on assisting with sales, service and account processing to help customers achieve their financial goals.

Responsibilities include opening accounts, resolving service issues, processing transactions, and referring opportunities to partners, while upholding Citi's risk controls and customer-focused culture.