Universal Banker Part-Time (20 Hours) - Somers 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 customer relations to build loyalty and help increase sales to individual consumer clients. Other job‑related duties may be assigned as required.

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, product initiatives, etc.
• 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 particular 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 regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications

• 1‑3 years of relevant experience
• Previous Retail Banking or similar experience required
• Consistently demonstrates clear and concise written and verbal communication skills
• Education: High School diploma or equivalent

Benefits