Jobs · Finance · California

Part Time Universal Banker (20 Hours), Santa Ana Branch (Bilingual Preferred: Spanish)

Citi · Santa Ana, CA · 5 days ago
On-siteFinance$48k–$62k/yrFull-time

Entry-level role focused on assisting with sales, products, and service activities to build customer loyalty and increase sales for 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.
  • Assess risk when making business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.
  • Apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate, manage, and report 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.
  • High School diploma or equivalent.

Pay

The salary range for this part-time role is $47,510.00 - $61,990.00 annually (prorated based on hours worked), corresponding to an hourly rate of $22.84 - $29.80. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

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

Schedule

Part time, based on a 40-hour work week.

Primary location: Santa Ana, California, United States.

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