Part-time Universal Banker

1 day ago


East Northport, New York, United States Citigroup Inc Full time
Job Summary

The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales expertise to internal and external clients. This position requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Exhibit strong sales and service skills, presenting products and services to clients and proactively educating them on available access channels.
  • Act as a subject matter expert for the branch, remaining flexible to meet branch coverage needs.
  • Continuously learn new and existing products through sales aids, demonstrating a positive attitude and customer-first culture.
  • Provide exceptional service delivery to internal and external customers, resolving account service issues and responding to customer inquiries promptly and effectively.
  • Be knowledgeable about client accounts and business with the bank, using sound judgment with customers and transactions.
  • Energetically greet and interact with clients on the bank floor, proactively identifying and addressing client sales and service needs.
  • Approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and identify financial needs.
  • Use various marketing tools and digital technology to present product offers and financial solutions to existing and potential clients.
  • Connect clients to appropriate partners as necessary, leveraging video conference for FA, mortgage specialist, etc.
  • Take full ownership of client problems, resolving complaints/issues promptly and effectively to ensure complete client satisfaction.
  • Recognize transaction needs of clients, direct them to 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.
  • Exercise ownership, ensuring 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.
  • Execute financial transactions in accordance with bank policies and procedures, maintaining an acceptable record in daily drawer balancing.
  • Listen carefully to the client and willingly assist with any questions or problems the client has.
  • Make sure all needs are met before concluding the transaction, making the client feel their time is being valued without being rushed.
  • Show initiative, empathy, and proactively prevent and handle problems with clients while assisting other tellers as well.
  • Create a warm, welcoming, and friendly environment for customers and employees by fostering teamwork in the branch to ensure a positive overall customer experience.
Requirements
  • 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
    • 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

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