Part-Time Universal Banker: Grow Customer Relationships

Citi; New York (NY); On-site; USD 50,000 - 65,000; Part time

Job summary

Citi is hiring a part-time Universal Banker (20 hours) at the San Jose, CA branch. This entry-level role supports sales, service, and product activities in coordination with the customer service team to foster customer loyalty and increase sales for individual consumer clients.

Key duties include assisting with basic account openings, resolving service issues, processing transactions, and referring opportunities to segment partners.

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
• Assess risk in business decisions, upholding Citi's reputation and safeguarding assets, and escalating, reporting control issues with transparency

Skills

Experience

Retail Banking

Communication

Education

High School diploma

Job description

Citi is hiring a part-time Universal Banker (20 hours) at the San Jose, CA branch. This entry-level role supports sales, service, and product activities in coordination with the customer service team to foster customer loyalty and increase sales for individual consumer clients.

Key duties include assisting with basic account openings, resolving service issues, processing transactions, and referring opportunities to segment partners.