Full-Time Universal Banker - Central Islip Branch
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 is based at Citi’s Central Islip branch in New York. The role includes assisting with basic account opening for existing customers, resolving account service issues, executing financial transactions, identifying sales opportunities, referring customers to segment partners, and supporting branch sales and service initiatives. The Universal Banker must follow bank policies and procedures and help safeguard customer and bank assets while complying with applicable legal, corporate, and regulatory requirements. This is a full-time role. The stated salary range is $50,030 to $65,270. Eligible employees may also receive discretionary and formulaic incentive and retention awards. Benefits may include medical, dental, and vision coverage; a 401(k); life, accident, and disability insurance; wellness programs; paid time off; and paid holidays. Offerings may vary by jurisdiction, job level, and date of hire.
Requirements
- 1–3 years of relevant experience.
- Previous retail banking or similar experience is 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.
- Identify sales opportunities during 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 ensure the safety and security of customer and bank assets.
- Assess risk in business decisions, safeguard Citi’s reputation and assets, comply with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
