Part Time Universal Banker

2 weeks ago

Oakland, United States Citi Full time

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships.


**Responsibilities**:

- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
- Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
- Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
- Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
- Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
- Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
- Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
- Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Listens carefully to the client and willingly assists with any questions or problems the client has
- Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
- Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
- Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

**Qualifications**:

- 1-3 years relevant experience**Required Skills**:

- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience

**Education**:

- High School diploma or equivalent

The salary range provided in this posting is based on a 40 hour work week.
- **Job Family Group**:
Customer Service
- **Job Family**:
Branch Service
- **Time Type**:
Part time
- **Primary Location**:
Oakland California United States
- **Primary Location Full Time Salary Range**:
$50,030.00 - $65,270.00

Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

**The hourly rate corresponding to the annual range is**:
$24.05 - $31.37
- **Anticipated Posting Close Date**:
May 29, 2024
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religio

  • Part Time Universal Banker

    2 weeks ago

    Oakland, United States Citi Full time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit...

  • Part Time Universal Banker

    7 days ago

    Oakland, United States Citi Full time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit...

  • Banker/teller

    3 weeks ago

    Oakland, United States M&T Bank Full time

    **Hiring Bankers in the Oakland, NJ area!** **Have you ever considered a career in banking? Are you an experienced banker looking for another opportunity or someone who is looking to get into banking? If so, we want to talk to you.** M&T has become of the nation’s strongest banks by knowing what matters most to our customers and our employees. Experience...

  • Personal Banker

    2 weeks ago

    Oakland, United States Oxford Bank Full time

    Job Summary The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in their customers and ask questions to...

  • Personal Banker

    4 weeks ago

    Oakland, United States Oxford Bank Full time

    Job DescriptionJob DescriptionJob SummaryThe Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in their...

  • Allied Universal Security Officer

    4 weeks ago

    Oakland, United States Allied Universal® Full time

    Job DescriptionAllied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and...

  • Allied Universal Security Officer

    4 weeks ago

    Oakland, United States Allied Universal® Full time

    Job DescriptionAllied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and...

  • Relationship Banker

    3 weeks ago

    Oakland, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Relationship Banker

    2 months ago

    Oakland, United States Unavailable Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Personal Banker Safe Act

    2 weeks ago

    Oakland, United States Citi Full time

    The Personal Banker SAFE Act 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...

  • Teller Part Time Lakeshore

    3 weeks ago

    Oakland, United States Wells Fargo Full time

    **Why Wells Fargo**: **About this role**: **In this role you will**: - Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers - Complete operational activities while minimizing risks under established policies - Perform routine transactional, operational, and customer support...

  • Personal Banker Oakland Chinatown_

    7 hours ago

    Oakland, United States Wells Fargo Full time

    **Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace...

  • Personal Banker Montclair Village

    4 weeks ago

    OAKLAND, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...

  • Personal Banker Oakland Chinatown

    6 days ago

    OAKLAND, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...

  • Teller Part Time Oakland Chinatown

    7 days ago

    Oakland, United States Wells Fargo Full time

    **Why Wells Fargo**: **About this role**: **In this role you will**: - Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers - Complete operational activities while minimizing risks under established policies - Perform routine transactional, operational, and customer support...

  • Personal Banker Oakland Chinatown

    7 days ago

    Oakland, United States Wells Fargo Full time

    **Why Wells Fargo**: **About this role**: **In this role you will**: - Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially - Receive direction from managers and exercise judgement within...

  • Part-time Lecturer

    3 weeks ago

    Oakland, United States Northeastern University Full time

    About the Opportunity - About Northeastern: - Founded in 1898, Northeastern is a global research university and the recognized leader in experience-driven lifelong learning. Our world-renowned experiential approach empowers our students, faculty, alumni, and partners to create impact far beyond the confines of discipline, degree, and campus. Our...

  • Personal Banker Montclair Village

    3 weeks ago

    Oakland, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best...

  • Personal Banker Montclair Village

    4 weeks ago

    Oakland, CA, United States WELLS FARGO BANK Full time

    Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best...

  • Security Officer: Now Hiring

    2 weeks ago

    Oakland, Maryland, United States Allied Universal Full time

    Allied Universal , North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage,...