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 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, etc. + 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. **Qualifications:** + 1-3 years of relevant experience + Previous Retail Banking or similar experience required + Consistently demonstrates clear and concise written and verbal communication skills **Education:** + 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. (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) + Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members + Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi + Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing + Listens carefully to the client and willingly assists with any questions or problems the client has + Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed + Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well + Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. + Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships + Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets **Qualifications:** + 1-3 years relevant experience + Required Skills: + 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 + Preferred Skills: Retail experience **Education:** + High School diploma or equivalent ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Foster City California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $50,030.00 - $65,270.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $24.05 - $31.37 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** May 05, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _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 ( ._ _View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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Hourly pay, Holiday work, Full time, Part time,

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