Part Time Universal Banker

7 days ago

Somers, United States Citigroup Inc Full time
About the Role

The Customer Service Representative will be responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions and sales referral routines to deepen client relationships.

Key Responsibilities
  • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels.
  • Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
  • Continuously learns new and existing products through sales aids, demonstrating a positive, can-do attitude and customer-first culture.
  • Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
  • Is knowledgeable about the clients' accounts and business with the bank and uses sound judgment with customers and transactions.
  • Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals.
  • Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients.
  • Connect clients to the appropriate partners as necessary.
  • Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution.
  • Recognize transaction needs of clients, direct them to the alternative self-service channels, and provide assistance with self-service as needed.
  • Exercises ownership and ensures 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 while 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.
Requirements
  • 1-3 years of relevant experience.
  • Required Skills:
    • Experience with face-to-face customer service, digital engagement, and basic sales/referrals.
    • Open, client-service-oriented, and a 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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