Part-Time Universal Banker (20 Hours), Bilingual English/Mandarin Speaking Preferred, Cupertino Branch

About the role

The Universal Banker is an entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery to internal/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 out of service transactions and resolve customer complaints/issues promptly and effectively.
• Support sales/service activities within the branch 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.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.

Requirements

• 1-3 years of relevant experience.
• Previous Retail Banking or similar experience required.
• Consistently demonstrates clear and concise written and verbal communication skills.

Qualifications

High School diploma or equivalent.

Pay

Full-time salary range: $50,030.00 - $65,270.00. In addition to salary, Citi’s offerings may include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Schedule

Part time.

Primary location: Cupertino, California, United States.