Part-time Universal Banker

4 weeks ago


Libertyville, Illinois, United States Citigroup Inc Full time

The Universal Banker is a key role at Citigroup Inc, responsible for delivering exceptional customer service to internal and external clients in a branch setting.

The primary objective is to execute all service transactions and sales referral routines effectively, deepening client relationships and fostering a positive customer experience.

Key Responsibilities:

  • Provide exceptional customer service, presenting products and services while educating clients 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, demonstrating a positive attitude and customer-first culture.
  • Resolve account service issues and respond 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 conferencing for FA, mortgage specialists, etc.
  • Take ownership of client problems, resolving complaints/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 use of digital service channels.
  • Exercise ownership, ensuring all follow-up items are complete or handled off to the appropriate individual(s), working harmoniously with multiple team members.
  • Engage the Citi client with a warm, friendly smile, pleasant demeanor, using the client name, 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 clients, willingly assisting with questions or problems, and ensuring all needs are met before concluding the transaction.
  • 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.

Qualifications:

  • 1-3 years of relevant experience
  • Required skills: face-to-face customer service, digital engagement, and basic sales/referrals
  • Open, client-service-oriented, and a desire to help customers is required
  • Sales experience is desired
  • Excellent verbal and written communication skills
  • Analytical and problem-solving skills
  • Basic computer and digital tools skills


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