Universal Banker - C04 - NEW YORK

Citi

New York (NY)

Vor Ort

USD 50.030 - 65.270

Vollzeit

14 Tage+

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Benefits dieser Stelle

Medical, dental & vision coverage
401(k)
Paid time off packages

Zusammenfassung

A leading financial institution is seeking an entry-level Universal Banker in New York, NY. This position supports customer relationships and sales activities while adhering to regulatory procedures. Ideal candidates will have 1-3 years of relevant experience and a high school diploma. The role offers a salary range of $50,030 - $65,270 and various employee benefits including health coverage and paid time off.

Qualifikationen

  • 1-3 years of relevant experience in Retail Banking or similar.
  • Demonstrates clear and concise written and verbal communication skills.

Aufgaben

  • Assist in basic account opening for existing customers.
  • Provide service delivery to resolve account service issues.
  • Execute financial transactions in accordance with bank policies.

Kenntnisse

Clear and concise communication
Customer service
Sales proficiency

Ausbildung

High School diploma or equivalent

Jobbeschreibung

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The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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.

Qualifications:

  • 1-3 years of relevant experience
  • Previous Retail Banking or similar experience required
  • Consistently demonstrates clear and concise written and verbal communication skills

Education:

  • High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Consumer Sales

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Job Family:

Branch Sales

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$50,030.00 - $65,270.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 06, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level
  • Seniority level
    Not Applicable
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales
  • Industries
    Banking, Financial Services, and Investment Banking

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