Part-Time Universal Banker: Sales & Service Pro

Citigroup; Oakland (CA); Sur place; USD 50 000 - 65 000; Temps partiel

Résumé du poste

The Universal Banker is an entry level position at Citigroup, located in Oakland, CA. It supports the customer service team by assisting in sales, products, and service activities to build loyalty and increase sales to consumer clients.

Responsibilities include opening basic accounts, resolving service issues, processing transactions, and contributing to seminars and campaigns while maintaining compliance and risk controls.

Qualifications

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsabilités

• 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.

Connaissances

1-3 years experience

Retail banking experience

Strong communication skills

Formation

High School diploma or equivalent

Description du poste

The Universal Banker is an entry level position at Citigroup, located in Oakland, CA. It supports the customer service team by assisting in sales, products, and service activities to build loyalty and increase sales to consumer clients.

Responsibilities include opening basic accounts, resolving service issues, processing transactions, and contributing to seminars and campaigns while maintaining compliance and risk controls.