Universal Banker, Citi

Citi

Location:
United States, Chicago

Category:
Customer Service

Contract Type:
Employment contract

Salary:

44170.00 - 57630.00 USD / Year ▼

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Job Description:

The Universal Banker is responsible for providing exceptional service delivery to customers and effectively executing service transactions such as deposits, payments, and disputes, as well as sales routines to deepen client relationships.

Job Responsibility:

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 positive, can-do attitude and customer first culture
provide exceptional service delivery to internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively
is knowledgeable about the client’s 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
approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of clients
may require standing 60-70% of the work day
use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to clients
connect clients to the appropriate partners as necessary
take full ownership of clients’ problems to resolve complaints/issues promptly and effectively
recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
educate clients on self-service capabilities and encourage use of digital service channels
exercises ownership and ensure all follow-up items are complete or handled off to appropriate individuals and work harmoniously with team members
engage the Citi client by welcoming them with a warm friendly smile and using their name
executes financial transactions in accordance with bank policies and procedures while maintaining acceptable record in daily drawer balancing
listens carefully to the client and willingly assists with any questions or problems
prevents and handles problems with clients while assisting other tellers
creates a welcoming environment for customers and employees by fostering teamwork
adheres to Citibank policies, standards, operational controls to ensure the safety and security of customer and bank assets

Requirements:

1-3 years relevant experience
experience with face-to-face customer service, digital engagement and basic sales/referrals
open, client service orientation and desire to help customers is required
sales experience desired
excellent verbal and written communication skills
analytical and problem solving skills
basic computer and digital tools skills
retail experience preferred
high school diploma or equivalent

Nice to have:

retail experience
sales experience

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and holidays
discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
May 15, 2025

Expiration:
May 28, 2025

Employment Type:

Parttime

Work Type:

On-site work

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Universal Banker