Retail Banker: Entry-Level Sales & Service Specialist

Citi; Fremont (CA); On-site; USD 50,000 - 65,000; Part time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi in Fremont, CA is seeking a part-time Universal Banker to assist with basic account openings, service transactions, and sales opportunities within the branch. You will support customer service efforts and participate in promotional campaigns while adhering to bank policies and risk controls.

The role emphasizes customer engagement, accuracy in processing transactions, and collaboration with segment partners to drive loyalty and growth.

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.

Skills

Customer service

Retail banking

Communication skills

Education

High School diploma

Job description

Citi in Fremont, CA is seeking a part-time Universal Banker to assist with basic account openings, service transactions, and sales opportunities within the branch. You will support customer service efforts and participate in promotional campaigns while adhering to bank policies and risk controls.

The role emphasizes customer engagement, accuracy in processing transactions, and collaboration with segment partners to drive loyalty and growth.