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Universal Banker Specialist

2 weeks ago

Downers Grove, Illinois, United States Citigroup, Inc. Part time
Job Description:
The Universal Banker Specialist is responsible for providing exceptional service delivery to internal and external customers. The goal is to effectively execute all service transactions and sales referral routines to deepen client relationships.

Responsibilities:
  • Exhibits strong sales and service skills, presenting products and services while educating clients on available access channels.
  • Acts as a subject matter expert for the branch and remains flexible based on branch coverage needs.
  • Continuously learns new and existing products through sales aids, demonstrating a positive attitude and customer-first culture.
  • Provides exceptional service delivery to resolve account service issues and respond to customer inquiries promptly.
  • Knowledgeable about client accounts and business with the bank, using sound judgment with customers and transactions.
  • Energetically greets and interacts with clients to proactively identify and address sales and service needs.
  • Approaches and engages clients in the lobby to demonstrate expertise in digital capabilities and identify financial needs.
  • Uses marketing tools and digital technology to present product offers and financial solutions.
  • Connects clients to partners as necessary, leveraging video conference for experts.
  • Takes ownership of client problems to resolve complaints/issues promptly and ensure complete client satisfaction.