Part-Time Universal Banker: Grow Relationships & Sales

Citi; Redlands (CA); On-site; USD 29,000 - 39,000; Part time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Wellness programs

Job summary

Citi in Redlands, California is seeking an entry-level Universal Banker to assist in the execution of sales, products or service activities in coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

In this part-time position, you will support account opening, handle service issues, process transactions, and contribute to seminars and campaigns while adhering to bank policies and

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 when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, 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.

Education

High School diploma or equivalent

Job description

Citi in Redlands, California is seeking an entry-level Universal Banker to assist in the execution of sales, products or service activities in coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

In this part-time position, you will support account opening, handle service issues, process transactions, and contribute to seminars and campaigns while adhering to bank policies and