Part-Time Universal Banker (20 Hours), Pleasant Hill Branch

Citi • Pleasant Hill, CA

3d • $50,030 - $65,270 • Onsite

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 role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

This is a part-time position at Citi’s Pleasant Hill branch in California, scheduled for 20 hours. The role may also include other job-related duties 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 resolve customer complaints or 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 protect customer and bank assets.
• Assess risk appropriately in business decisions, considering the firm's reputation and safeguarding Citi, its clients, and assets.
• Drive compliance with applicable laws, rules, and regulations; adhere to policy; 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, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

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