Universal Banker - City Hall Branch

Citi • New York, NY

3d • $50,030 - $65,270

About The Position

The Universal Banker is an entry-level position that assists with sales, products, 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 performs basic account-opening assistance for existing customers, resolves account service issues, executes financial transactions in accordance with bank policies and procedures, and refers opportunities to segment partners when appropriate. It also supports branch sales and service activities, including seminars, micromarketing events, promotional campaigns, and product initiatives. The Universal Banker must follow operational, legal, corporate, and regulatory controls and appropriately assess and escalate risk and control issues.

The role requires 1–3 years of relevant experience, including previous retail banking or similar experience, and clear, concise written and verbal communication skills. A high school diploma or equivalent is required. The position is full time and based in New York, New York. The stated salary range is $50,030–$65,270. Citi may also provide eligible employees incentive and retention awards and offers benefits that include medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off; and paid holidays. Offerings may vary by jurisdiction, job level, and date of hire.

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 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 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 appropriately when making business decisions, safeguard the firm's reputation and assets, comply with applicable laws, rules, regulations, and policies, apply 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 and sick leave
• 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