About The Position

The Universal Banker is an entry-level position that assists with sales, products, and service activities in coordination with the customer service team. The role aims to build customer relationships and loyalty while helping increase sales to individual consumer clients. This is a part-time position at Citi’s Brentwood Branch in Brentwood, New York. English/Spanish speaking is preferred.

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.

Nice To Haves

  • English/Spanish speaking preferred.

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 and 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 appropriately in business decisions, safeguard the firm's reputation and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

  • Medical coverage
  • Dental coverage
  • 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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