Part-Time Universal Banker (20 Hours), Tustin Branch

Citi • Tustin, CA

2d • $23 - $30 • 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.

The position supports branch sales and service activities, handles customer account and service needs, executes financial transactions, identifies sales opportunities, and follows bank policies and operational controls. Other job-related duties may be assigned 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 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 protect customer and bank assets.
• Assess risk in business decisions, safeguard the firm's reputation and the assets of Citi and its clients, comply with applicable laws, rules, regulations, and policies, exercise 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