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.
Attract and retain new customers, sell financial products, and provide services as needed to individuals
Conduct branch or visit client visit sales
Promote and sell financial products (e.g. account, credit cards, insurance, personal loans, investments)
Complete sales of financial products and services in branches (collection and placement products)
Serve as backup for the Personal Executive
Recommend new options to enhance productivity
Resolve basic to moderately complex problems based on practice and precedence
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
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.
2-4 years of relevant experience
Previous financial sales and customer service experience preferred
Basic knowledge of Microsoft Office
Consistently demonstrates clear and concise written and verbal communication skills
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Consumer Sales Job Family: Branch Sales Time Type:
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
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