Part-Time Universal Banker Sunset and Doheny Branch
Listed on 2025-12-20
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Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM
Overview
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 of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities- Assist in basic account opening for existing customer
- 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 transaction 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.
- 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
Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes vacation, sick leave and holidays.
EEO StatementCiti is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, status as a protected veteran, or any other characteristic protected by law.
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