Job description
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.Responsibilities:Assist in basic account opening for existing customerProvide service delivery to internal/external customers to resolve account service issuesExecute financial transactions in accordance with bank policies and proceduresRefer opportunities to segment partners where appropriateCreate sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectivelySupport sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assetsAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Responsibilities & skills
High School diploma or equivalent
Education
1-3 years of relevant experiencePrevious Retail Banking or similar experience requiredConsistently demonstrates clear and concise written and verbal communication skills
Experience
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Citi
Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the ... Read moreMission: Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
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