Part-Time Universal Banker: Grow Relationships & Sales

Citi; Los Angeles (CA); On-site; USD 48,000 - 62,000; Part time

Job summary

The Universal Banker is an entry level role at Citi in Los Angeles, CA, focused on supporting sales, products and service activities in coordination with the customer service team to build loyalty and increase sales to individual clients.

Key responsibilities include assisting with basic account openings, resolving service issues, processing transactions, and driving sales opportunities while adhering to policies and regulatory requirements in a branch setting.

Qualifications

• Must have retail banking or similar experience.
• Strong written and verbal communication abilities.
• Customer service mindset with ability to resolve issues.

Responsibilities

• Assist in basic account openings for existing customers.
• Provide service delivery to resolve account service issues.
• Execute financial transactions per bank policies.
• Refer opportunities to segment partners when appropriate.
• Create sales opportunities from service transactions and resolve complaints promptly.
• Support branch sales/service activities through seminars and campaigns.
• Adhere to operational controls and regulatory procedures.

Skills

Retail banking experience

Customer service

Communication skills

Education

High School diploma or equivalent

Job description

The Universal Banker is an entry level role at Citi in Los Angeles, CA, focused on supporting sales, products and service activities in coordination with the customer service team to build loyalty and increase sales to individual clients.

Key responsibilities include assisting with basic account openings, resolving service issues, processing transactions, and driving sales opportunities while adhering to policies and regulatory requirements in a branch setting.