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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.
- Support sales/service activities by participating in branch events and campaigns.
- Adhere to operational controls, including legal, corporate, and regulatory procedures.
- Assess risk and ensure compliance with laws, rules, regulations, and policies.
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
- Compliance
Location
- Brooklyn, New York, United States
Work Type
- Part time
Experience Level
- Entry level
Education Level
- High School diploma or equivalent
Salary/Compensations
- $50,0030.00 - $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, 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.
- Reasonable accommodation is available for persons with disabilities to use search tools and/or apply for career opportunities.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.