Universal Banker - Larchmont Branch

Citi • Larchmont, NY

2d • $50,030 - $65,270 • Onsite

About The Position

The Universal Banker is an entry-level position responsible for assisting with sales, products, and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

The position supports account opening and service resolution, conducts financial transactions in accordance with bank policies, refers customers to appropriate segment partners, and identifies sales opportunities through service interactions. It also supports branch sales and service initiatives and follows operational, legal, corporate, and regulatory controls to protect customers and the bank. The role requires sound risk judgment, ethical conduct, compliance with applicable laws and policies, and transparent escalation and reporting of control issues. Other job-related duties may be assigned as required.

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.

Responsibilities

• Assist with basic account opening for existing customers.
• Provide service to internal and 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 through service transactions and promptly and effectively resolve customer complaints and issues.
• Support branch sales and service activities 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.
• Assess risk in business decisions, protect the firm's reputation and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED