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Part Time Universal Banker

2 months ago

San Diego, California, United States Citigroup Inc Full time
Job Summary

We are seeking a highly skilled and customer-focused Universal Banker to join our team at Citigroup Inc. As a key member of our branch team, you will be responsible for providing exceptional service delivery to our internal and external customers.

Key Responsibilities
  • Exhibit 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 learn 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.
  • Be knowledgeable about clients' accounts and business with the bank, using 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.
  • 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 the appropriate partners as necessary.
  • Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively.
  • Recognize transaction needs of clients, direct them to alternative self-service channels, and provide assistance as needed.
  • Educate clients on self-service capabilities and encourage use of digital service channels.
  • Exercise ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s).
  • Engage the Citi client by welcoming them 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 while maintaining an acceptable record in daily drawer balancing.
  • Listen carefully to the client and willingly assist with any questions or problems the client has.
  • Make sure all needs are met before concluding the transaction, making the client feel their time is being valued without being rushed.
  • Show initiative, empathy, and proactively prevent and handle 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: face-to-face customer service, digital engagement, and basic sales/referrals.
  • Open, client-service-oriented, and a desire to help customers are required.
  • Sales experience is 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.