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About the Role
The Universal Banker is an entry-level position focused on assisting with sales, product, or service activities to foster customer relationships, build loyalty, and increase sales to individual consumer clients.
Responsibilities
- Assist in basic account opening for existing customers.
- 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 from service transactions and resolve customer complaints/issues promptly and effectively.
- Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, and product initiatives.
- 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 making business decisions, demonstrating 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, and escalating, managing, and reporting control issues with transparency.
Requirements
- 1-3 years of relevant experience.
- Previous Retail Banking or similar experience required.
- Consistently demonstrates clear and concise written and verbal communication skills.
Skills
- Sales
- Customer Service
- Account Opening
- Financial Transactions
- Risk Assessment
- Compliance
- Communication Skills
Location
- San Francisco, California, United States
Work Type
- Part time
Experience Level
- Entry level
Education Level
- High School diploma or equivalent
Salary/Compensations
- $50,000.00 - $65,270.00 (prorated for part-time)
Benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages (vacation, sick leave, paid holidays)
About the Company
- Citi is an equal opportunity employer.
Equal Opportunity
- 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.