Universal Banker

4 weeks ago


La Crescenta La CrescentaMontrose CA USA, United States Citigroup Inc Full time
Job Summary

The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales expertise to internal and external clients. This part-time position requires a strong sales and service orientation, with a focus on providing personalized solutions to meet clients' financial needs.

Key Responsibilities
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and effective manner.
  • Exhibit strong sales and service skills, presenting products and services to clients and educating them 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.
  • Provide financial solutions to clients, including opening accounts, credit cards, and other financial products.
  • Engage with clients on the bank floor, proactively identifying and addressing sales and service needs.
  • Use digital technology and marketing tools to present product offers and financial solutions to clients.
  • Connect clients to relevant partners, such as financial advisors or mortgage specialists.
  • Take ownership of client problems, resolving issues promptly and effectively to ensure complete client satisfaction.
Requirements
  • 1-3 years of relevant experience in customer service, sales, or a related field.
  • Strong sales and service orientation, with a focus on delivering exceptional customer experiences.
  • Excellent verbal and written communication skills, with the ability to communicate complex financial information to clients.
  • Basic computer and digital tools skills, with the ability to learn new technology quickly.
  • Ability to work in a fast-paced environment, with a focus on meeting client needs and resolving issues promptly.


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