Universal Banker Part-Time (20 Hours) - Broadway/111th 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 build customer loyalty and increase sales to individual consumer clients. The position is part-time, 20 hours, at the Broadway/111th Branch in New York, New York. The position supports account opening and customer service, executes financial transactions in line with bank policies, identifies sales opportunities, and participates in branch sales and service activities. It also requires adherence to operational controls and careful risk management to protect customers and the bank. 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 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, consider the firm's reputation and the safeguarding of Citi, client, and bank assets, comply with applicable laws and policies, apply 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 planned vacation, unplanned 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
