Part-Time Universal Banker (20 Hours), Costa Mesa Harbor Branch
About The Position
The Universal Banker is an entry-level position responsible for assisting with sales, product, and service activities in coordination with the customer service team. The objective is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients. The role provides customer service and transaction support while identifying sales opportunities, referring customers to appropriate partners, and supporting branch sales and service activities. The position also requires adherence to operational controls and applicable legal, corporate, and regulatory procedures to protect customer and bank assets.
Requirements
- 1–3 years of relevant experience.
- Previous retail banking or similar experience required.
- Consistently demonstrates clear and concise written and verbal communication skills.
- High school diploma or equivalent.
Responsibilities
- Assist with basic account opening for existing customers.
- Provide service delivery 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 resolve customer complaints and issues promptly and effectively.
- 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 appropriately when making business decisions, with consideration for the firm's reputation and the safeguarding of Citi, its clients, and assets.
- Drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment; and escalate, manage, and report control issues transparently.
- Perform other job-related duties as required.
Benefits
- Medical, dental, and vision coverage
- 401(k)
- Life, accident, and 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
