Part -Time Universal Banker (20 Hours) - Great Neck Branch

Citi•Great Neck, NY
•$24 - $31•Onsite

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 help increase sales to individual consumer clients. The position is part-time, scheduled for 20 hours, at Citi’s Great Neck branch in Great Neck, New York. The role involves assisting existing customers with basic account opening, resolving account service issues, executing financial transactions according to bank policies and procedures, and identifying opportunities to refer customers to segment partners. The Universal Banker also supports branch sales and service efforts through events and campaigns and helps ensure customer and bank assets are protected by following operational controls and applicable laws, policies, and regulations.

Requirements

  • 1–3 years of relevant experience.
  • Previous retail banking or similar experience.
  • 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 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 protect customer and bank assets.
  • Assess risk appropriately when making business decisions, consider the firm’s reputation and the safeguarding of Citi, client, and bank assets, 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
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