Part Time (20 hour) Universal Banker- Burlingame Branch

Citigroup • Burlingame, CA

449d • $50,024 - $65,250

About The Position

The Universal Banker at Citi is responsible for delivering exceptional service to both internal and external customers while executing various banking transactions and sales activities. This part-time role focuses on enhancing client relationships through effective service delivery and sales referrals, ensuring a positive customer experience in the branch.

Requirements

• 1-3 years of relevant experience in customer service and sales.
• Experience with face-to-face customer service and digital engagement.
• Open client service orientation and a desire to help customers.
• Excellent verbal and written communication skills.
• Analytical and problem-solving skills.
• Basic computer and digital tools skills.

Nice To Haves

• Retail experience.

Responsibilities

• Exhibit strong sales and service skills, presenting products and services while educating clients on available access channels.
• Act as a subject matter expert for the branch and remain flexible based on branch coverage needs.
• Continuously learn new and existing products to demonstrate a positive, customer-first culture.
• Provide exceptional service delivery to resolve account service issues and respond to customer inquiries promptly.
• Engage with clients on the bank floor to identify and address their sales and service needs, converting service requests into sales or referrals.
• Demonstrate expertise in digital capabilities and identify clients' financial needs.
• Utilize marketing tools and digital technology to present product offers and financial solutions.
• Connect clients to appropriate partners as necessary, leveraging video conferencing for specialists.
• Take ownership of client problems to ensure complete satisfaction with resolutions.
• Educate clients on self-service capabilities and encourage the use of digital service channels.
• Ensure all follow-up items are complete and work harmoniously with team members.
• Create a warm and welcoming environment for customers and employees, fostering teamwork in the branch.
• Execute financial transactions in accordance with bank policies and maintain an acceptable record in daily drawer balancing.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED