Retail Banking Sales & Service Associate

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

Benefits offered by this job

Medical, Dental & Vision

401(k)

Paid time off

Job summary

The Universal Banker at Citi in Santa Monica, CA, is an entry-level role supporting sales, products, and service with the customer service team. You will help build loyalty and increase sales to individual consumer clients while working within the branch.

Responsibilities include assisting with basic account openings, handling service issues, and referring opportunities to partners. Part-time role with salary range $47,510 to $61,990, benefits and training provided.

Qualifications

• 1-3 years of relevant experience
• Retail Banking or similar experience
• Clear 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

Customer Service

Communication

Sales Skills

Education

High School Diploma

Job description

The Universal Banker at Citi in Santa Monica, CA, is an entry-level role supporting sales, products, and service with the customer service team. You will help build loyalty and increase sales to individual consumer clients while working within the branch.

Responsibilities include assisting with basic account openings, handling service issues, and referring opportunities to partners. Part-time role with salary range $47,510 to $61,990, benefits and training provided.