Part-Time Universal Banker: Growth in Retail Banking

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

Job summary

Citi is seeking an entry-level Universal Banker in Ventura, CA to assist in sales, product, and service activities in coordination with the customer service team. The role aims to foster customer loyalty and drive sales growth for consumer clients in a part-time capacity.

The position involves basic account opening support, handling service issues, processing transactions, and participating in branch events to create sales opportunities while maintaining strict adherence to bank policies and

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 and escalate, managing and reporting control issues with transparency.

Skills

Retail banking experience

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

Citi is seeking an entry-level Universal Banker in Ventura, CA to assist in sales, product, and service activities in coordination with the customer service team. The role aims to foster customer loyalty and drive sales growth for consumer clients in a part-time capacity.

The position involves basic account opening support, handling service issues, processing transactions, and participating in branch events to create sales opportunities while maintaining strict adherence to bank policies and