Part-Time Universal Banker: Service & Sales Focus

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

Avantages offerts par ce poste

Medical

Dental & Vision

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Résumé du poste

Citi in Oakland, CA is seeking a part-time Branch Sales associate to assist with opening accounts and resolving service issues. You will execute transactions, refer opportunities to partners, and support branch marketing efforts. The role emphasizes risk-aware, compliant operations and customer-centric service.

Ideal candidates have 1–3 years in retail banking, strong communication skills, and a HS diploma. The posting notes a salary range and part-time prorating based on hours worked.

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 customers.
• 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

Communication skills

Retail banking experience

Formation

High School diploma

Description du poste

Citi in Oakland, CA is seeking a part-time Branch Sales associate to assist with opening accounts and resolving service issues. You will execute transactions, refer opportunities to partners, and support branch marketing efforts. The role emphasizes risk-aware, compliant operations and customer-centric service.

Ideal candidates have 1–3 years in retail banking, strong communication skills, and a HS diploma. The posting notes a salary range and part-time prorating based on hours worked.