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About the Role
The Universal Banker is an entry-level position focused on assisting with sales, product, or service activities in coordination with the customer service team. The primary objective is to build customer loyalty and increase sales to individual consumer clients.
Responsibilities
- Assist in basic account opening for existing customers.
- Provide service delivery to resolve account service issues.
- Execute financial transactions in accordance with bank policies and procedures.
- Refer opportunities to segment partners.
- Create sales opportunities from service transactions and resolve customer complaints effectively.
- Support sales and service activities through participation in events and campaigns.
- Adhere to operational controls, including legal, corporate, and regulatory procedures.
- Assess risk when making business decisions, considering reputation, compliance, and ethical judgment.
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
- Financial Transactions
- Risk Assessment
- Communication Skills
Location
- Bronx, New York, United States
Work Type
- Full time
Experience Level
- Entry level
- 1-3 years
Education Level
- High School diploma or equivalent
Salary/Compensations
- $50,030.00 - $65,270.00
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.
- Accessibility at Citi
- Citi’s EEO Policy Statement
- Know Your Rights poster