Part-Time Universal Banker: Grow Relationships & Sales

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

Benefits offered by this job

Medical, Dental & Vision

401(k)

Life, Accident & Disability Insurance

Wellness Programs

Paid Time Off

Vacation & Sick Leave

Paid Holidays

Job summary

Citi is seeking a Universal Banker in Poway, CA, to assist with sales, products, and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual clients.

The position is part-time with a salary range of $47,510 to $61,990 annually, prorated for hours worked; benefits include medical, dental & vision, 401(k), life and disability insurance, wellness programs, and paid time off.

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.
• Assess risk when business decisions are made, ensuring compliance and ethical conduct.

Skills

Retail Banking

Customer Service

Communication Skills

Education

High School diploma or equivalent

Job description

Citi is seeking a Universal Banker in Poway, CA, to assist with sales, products, and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual clients.

The position is part-time with a salary range of $47,510 to $61,990 annually, prorated for hours worked; benefits include medical, dental & vision, 401(k), life and disability insurance, wellness programs, and paid time off.