Universal Banker, Citi

Universal Banker

Citi

Location:
United States, Mission Viejo

Category:
Banking

Contract Type:
Employment contract

Salary:

47510.00 - 61990.00 USD / Year ▼

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Job Description:

The Universal Banker is an entry-level position responsible for assisting in the execution of sales, products, or service activities, fostering customer relationships to build loyalty, and helping increase sales to individual consumer clients.

Job Responsibility:

assist in basic account opening for existing customer
provide service delivery to internal/external customers to resolve account service issues
execute financial transactions in accordance with bank policies and procedures
refer opportunities to segment partners where appropriate
create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives
adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
appropriately 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

Requirements:

1-3 years of relevant experience
previous Retail Banking or similar experience required
consistently demonstrates clear and concise written and verbal communication skills

What we offer:

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Additional Information:

Job Posted:
September 23, 2025

Expiration:
September 29, 2025

Employment Type:

Parttime

Work Type:

On-site work

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