Universal Banker Part-Time (20 Hours) - 90 Park Ave 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 part-time, with 20 hours stated in the job title, at the 90 Park Ave Branch in New York, New York. The role includes assisting existing customers with basic account opening, resolving account-service issues, executing financial transactions under bank policies and procedures, and referring appropriate opportunities to segment partners. The Universal Banker also creates sales opportunities through service transactions, promptly handles customer complaints, and supports branch sales and service activities. The position requires adherence to operational, legal, corporate, and regulatory controls and careful assessment and escalation of risk and control issues. 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 safeguarding of Citi, client, and bank 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
- 401(k)
- Life, accident, and 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
Part-time
Career Level
Entry Level
Education Level
High school or GED
