Sales & Service Banking Associate (Entry Level)

Citi; New York (NY); On-site; USD 50,000 - 65,000; Part time

Job summary

Citi is seeking an Universal Banker in New York to support customer service and sales activities. The role focuses on fostering customer relationships, processing basic account openings, and resolving service issues within branch operations.

The position requires 1–3 years in retail banking and strong communication skills, with responsibilities spanning transaction execution, risk-aware decision-making, and participating in promotional campaigns to drive loyalty and growth.

Qualifications

• 1–3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Clear and concise written and verbal communication skills.

Responsibilities

• Assist in basic account opening 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 issues promptly.
• Support branch sales/service activities at seminars, micromarketing events and campaigns.
• Adhere to controls to ensure safety and security of assets and compliance with laws.

Skills

Communication

Retail Banking

Education

High School diploma or equivalent

Job description

Citi is seeking an Universal Banker in New York to support customer service and sales activities. The role focuses on fostering customer relationships, processing basic account openings, and resolving service issues within branch operations.

The position requires 1–3 years in retail banking and strong communication skills, with responsibilities spanning transaction execution, risk-aware decision-making, and participating in promotional campaigns to drive loyalty and growth.