Part Time Universal Banker IBC Montgomery Branch

The Universal Banker is an entry‑level position responsible for the assistance 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.

• 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

Full‑time annual salary range: $50,030.00 – $65,270.00 (pro‑rated for part‑time). Hourly rate: $24.05 – $31.37. Citi offers competitive benefits including medical, dental & vision coverage 401(k); life, accident, and disability insurance; wellness programs; paid time off and holiday packages.

Working schedule:
Monday thru Friday, 12:00pm–4:00pm.

Location:

San Francisco, California, United States. Employees working a minimum of 8 hours per week are affected by the Fair Chance Ordinance. Fair Chance Ordinance Poster: (Use the "Apply for this Job" box below).%20

Poster%20

Set%20

All%20

Languages%%

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review CITI’s Accessibility resources.

View CITI’s EEO Policy Statement and the Know Your Rights poster.