Retail Banking Sales & Service Specialist

Citigroup Inc.; Covina (CA); On-site; USD 31,000 - 41,000; Part time

Job summary

Citigroup Inc. in Covina, California is seeking an entry-level Universal Banker to support sales and service activities within the branch. You will assist with basic account openings, handle routine transactions, and ensure adherence to bank policies.

This part-time role emphasizes customer relations, risk awareness, and collaboration with segment partners to create sales opportunities and resolve issues promptly. Strong communication and prior retail banking exposure are expected.

Qualifications

• 1-3 years of relevant experience.
• Retail banking experience or similar role preferred.
• Clear and concise written and verbal communication is essential.

Responsibilities

• Assist in basic account openings for existing customers.
• Provide service delivery to resolve account service issues.
• Execute financial transactions per bank policies and procedures.
• Refer opportunities to segment partners where appropriate.
• Create sales opportunities from service transactions and resolve customer complaints promptly.
• Support branch sales/service activities during seminars, micromarketing events, promotions, and product initiatives.
• Adhere to operational controls to ensure safety and security of assets.
• Assess risk in business decisions while upholding Citigroup's reputation and compliance requirements.

Skills

Communication skills

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Covina, California is seeking an entry-level Universal Banker to support sales and service activities within the branch. You will assist with basic account openings, handle routine transactions, and ensure adherence to bank policies.

This part-time role emphasizes customer relations, risk awareness, and collaboration with segment partners to create sales opportunities and resolve issues promptly. Strong communication and prior retail banking exposure are expected.