Part-Time Universal Banker: Grow Relationships & Sales

Citi; California (MO); On-site; USD 48,000 - 62,000; Part time

Job summary

Citi’s Universal Banker is an entry-level, part-time role supporting sales and service activities within the customer service team at the La Crescenta, CA branch. You will assist in basic account openings, resolve service issues, and help convert service transactions into sales opportunities while adhering to bank policies.

The position requires 1–3 years of relevant experience, a high school diploma, and strong communication skills; compensation ranges from $47,510 to $61,990 annually, prorated

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 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

Customer service

Communication

Sales

Education

High School diploma or equivalent

Job description

Citi’s Universal Banker is an entry-level, part-time role supporting sales and service activities within the customer service team at the La Crescenta, CA branch. You will assist in basic account openings, resolve service issues, and help convert service transactions into sales opportunities while adhering to bank policies.

The position requires 1–3 years of relevant experience, a high school diploma, and strong communication skills; compensation ranges from $47,510 to $61,990 annually, prorated