Part-Time Universal Banker (20 Hours) - Merritt 7 Branch
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 focuses on fostering customer relationships, building loyalty, and helping increase sales to individual consumer clients. The position is part-time, 20 hours, at the Merritt 7 Branch in Norwalk, Connecticut. The role performs basic account-opening assistance for existing customers, resolves service issues, processes financial transactions, refers opportunities to segment partners, and identifies sales opportunities during service interactions. It also supports branch sales and service events and follows operational controls and compliance requirements to protect customers and bank assets. 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 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 in business decisions, consider the firm's reputation and the safety of Citi, client, and firm assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical, dental, and vision coverage for eligible employees.
- 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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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
