Part-Time Universal Banker

4 weeks ago

Hempstead, United States Citigroup Inc Full time

The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales support to internal and external clients. This position requires strong communication and interpersonal skills, as well as the ability to work effectively in a team environment.


Key Responsibilities:

  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Work closely with the branch team to achieve sales and service targets, identifying opportunities to deepen client relationships.
  • Stay up-to-date with new and existing products, using this knowledge to educate clients and promote sales.
  • Utilize digital tools and technology to present product offers and financial solutions to clients.
  • Collaborate with colleagues to ensure seamless service delivery, resolving client complaints and issues promptly and effectively.
  • Develop and maintain a deep understanding of client accounts and business with the bank, using this knowledge to provide informed advice and guidance.
  • Engage with clients in the branch lobby, proactively identifying and addressing sales and service needs.
  • Utilize marketing tools and digital technology to present product offers and financial solutions to existing and potential clients.
  • Connect clients to the appropriate partners as necessary, leveraging video conferencing and other digital tools to facilitate communication.
  • Take ownership of client problems, resolving complaints and issues promptly and effectively to ensure complete client satisfaction.
  • Recognize transaction needs of clients, directing them to alternative self-service channels and providing assistance as needed.
  • Educate clients on self-service capabilities, encouraging the use of digital service channels.
  • Exercise ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s), working harmoniously with multiple team members.
  • Engage with Citi clients, welcoming them with a warm and friendly smile, pleasant demeanor, and using the client name whenever possible.
  • Execute financial transactions in accordance with bank policies and procedures, maintaining an acceptable record in daily drawer balancing.
  • Listen carefully to clients and willingly assist with any questions or problems they have.
  • Ensure 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, assisting other tellers as well.
  • Create a warm, welcoming, and friendly environment for customers and employees, fostering teamwork in the branch to ensure a positive overall customer experience.
  • Effectively execute all service transactions and sales referral routines to deepen client relationships.
  • Adhere 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.

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 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

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