Part-Time Universal Banker: Grow Relationships

Citi

New York (NY)

On-site

USD 48,000 - 62,000

Part time

4 days ago
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Benefits offered by this job

Medical, dental & vision coverage
401(k)
Life, accident, and disability ins.
Wellness programs

Job summary

Citi in Encinitas, CA is seeking a Part-time Universal Banker (20 hours) to assist in opening accounts, handle service requests and process transactions in coordination with the customer service team.

You will build customer loyalty by providing friendly service, refer opportunities to partners, and comply with all bank policies while contributing to branch sales and community presence.

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

Communication skills
Customer service

Education

High School diploma or equivalent

Job description

Citi in Encinitas, CA is seeking a Part-time Universal Banker (20 hours) to assist in opening accounts, handle service requests and process transactions in coordination with the customer service team.

You will build customer loyalty by providing friendly service, refer opportunities to partners, and comply with all bank policies while contributing to branch sales and community presence.

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