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 aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients. The position is part-time for 20 hours and is located at the London Square Branch in Miami, Florida. Bilingual English/Spanish speaking is preferred. The role includes helping 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 creates sales opportunities through service transactions, handles customer complaints and issues promptly, and supports branch sales and service activities. The employee must follow legal, corporate, and regulatory controls and appropriately assess and escalate risks, while protecting the reputation and assets of Citi and its clients. The stated full-time annual salary range is $41,600 to $53,830, prorated for part-time hires. The corresponding hourly rate is $20.00 to $25.87. Eligible employees may also receive discretionary and formulaic incentive and retention awards. Benefits may include medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; planned and unplanned paid time off; and paid holidays. Offerings may vary by jurisdiction, job level, and hire date.

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

  • Bilingual English/Spanish speaking preferred.

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 in business decisions, 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 planned vacation and unplanned sick leave.
  • Paid holidays.
  • Eligible employees may receive discretionary and formulaic incentive and retention awards.
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