
Posted 4 hours ago
Universal Banker
Citi
Requirements
1-3 years relevant experience, Previous Retail Banking experience, Clear written and verbal communication, High School diploma or equivalent
Skills
Sales
About the role
Responsibilities
- Assist with basic account opening for existing customers
- Provide service delivery to resolve internal and external customer account issues
- Execute financial transactions in accordance with bank policies and procedures
- Identify and refer sales opportunities to segment partners
- Create sales opportunities from service transactions and resolve customer complaints promptly
- Support branch sales and service activities through seminars, promotional campaigns, and product initiatives
- Adhere to operational controls, legal, corporate, and regulatory procedures to ensure the safety of customer and bank assets
- Assess risk appropriately when making business decisions to safeguard the firm's reputation and assets
Requirements
- 1-3 years of relevant experience
- Previous Retail Banking or similar experience required
- Clear and concise written and verbal communication skills
- High School diploma or equivalent
Benefits
- Medical, dental, and vision coverage
- 401(k) retirement plan
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including vacation, sick leave, and paid holidays
- Discretionary and formulaic incentive and retention awards for eligible employees
About the Company
Citi is a global leader in financial services, dedicated to providing excellence in consumer sales and branch banking. We are an equal opportunity employer committed to diversity and inclusion in the workplace.
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Citi · Palo Alto
