Universal Banker - Madison/42nd Branch

Citi • New York, NY

21d • $50,030 - $65,270

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

The position supports account opening and customer service, executes financial transactions according to bank policies and procedures, and identifies appropriate sales and referral opportunities. It also supports branch sales and service initiatives and follows operational controls and compliance requirements to help safeguard 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.

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 when 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 in business decisions, support compliance with applicable laws and policies, use sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical coverage
• Dental coverage
• 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