About The Position

The Universal Banker is an entry-level position that assists with sales, product, and service activities in coordination with the customer service team. The role focuses on fostering customer relationships, building loyalty, and helping increase sales to individual consumer clients. The position is part-time for 20 hours at Citi’s Wilshire Branch in Los Angeles. Korean speaking is preferred. The role includes assisting existing customers with basic account opening, resolving account service issues, executing financial transactions according to bank policies and procedures, and referring opportunities to segment partners. The Universal Banker also identifies sales opportunities during service interactions, resolves customer complaints promptly and effectively, and supports branch sales and service activities. The role requires adherence to operational controls and applicable legal, corporate, regulatory, and compliance requirements to protect customer and bank 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.

Nice To Haves

  • Korean speaking preferred.

Responsibilities

  • Assist existing customers with basic account opening.
  • 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 from 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, consider the firm's reputation and safeguard Citi, client, and firm assets; comply with applicable laws, rules, regulations, and policies; exercise sound ethical judgment; and transparently escalate, manage, and report control issues.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • 401(k)
  • Life insurance
  • Accident insurance
  • Disability insurance
  • Wellness programs
  • Paid time off, including vacation and sick leave
  • Paid holidays
  • Eligible employees may receive discretionary and formulaic incentive and retention awards
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