Part-Time Universal Banker — Retail Banking & Sales

Citi

Washington

On-site

USD 48,000 - 62,000

Part time

7 days ago
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Job summary

The Universal Banker at Citi is an entry level position focused on assisting in sales, products and service activities in coordination with the customer service team. It aims to foster relationships with customers to build loyalty and drive sales to individual consumer clients.

Based in the Washington, DC area, this part-time role involves assisting with basic account opening, resolving service issues, processing transactions, and contributing to branch sales initiatives while adhering to bank

Qualifications

  • 1-3 years of relevant experience.
  • 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

Written communication
Verbal communication
Retail banking experience

Education

High School diploma or equivalent

Job description

The Universal Banker at Citi is an entry level position focused on assisting in sales, products and service activities in coordination with the customer service team. It aims to foster relationships with customers to build loyalty and drive sales to individual consumer clients.

Based in the Washington, DC area, this part-time role involves assisting with basic account opening, resolving service issues, processing transactions, and contributing to branch sales initiatives while adhering to bank

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