Part-time Banker

The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service to internal and external clients. This position requires a strong focus on sales and service skills, with the ability to present products and services to clients while educating them on available access channels.

• Provide exceptional customer service to internal and external clients, resolving account service issues and responding to customer inquiries promptly and effectively.
• Act as a subject matter expert for the branch, remaining flexible in position based on branch coverage needs.
• Continuously learn new and existing products through sales aids, demonstrating a positive, can-do attitude and customer-first culture.
• Energetically greet and interact with clients on the bank floor, proactively identifying and addressing client sales and service needs.
• Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and identify financial needs.
• Ability to use various 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 conference for FA, mortgage specialist, etc.
• Take full ownership of client problems, resolving client 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.
• Exercises 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.
• Executes financial transactions in accordance with bank policies and procedures, 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 their 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 fostering teamwork in the branch to ensure a positive overall customer experience.
• Effectively executes all service transactions and sales referral routines to deepen client relationships.
• Adheres to and complies with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.

• 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:

• High School diploma or equivalent.