Full Time Universal Banker Ossining Branch, Bilingual Spanish Speaking Preferred

$50,030 - $65,270/Yr

Citigroup - Ossining, NY

Full-time - Entry Level

Ossining, NY

Credit Intermediation and Related Activities

About the position

The Universal Banker is responsible for delivering exceptional service to both internal and external customers while collaborating with the Branch team. The role focuses on executing service transactions and sales referrals to enhance client relationships, ensuring a customer-first culture and effective problem resolution.

Responsibilities

• Exhibit strong sales and service skills, presenting products and services while educating clients on available access channels.
• Act as a subject matter expert for the branch and remain flexible based on branch coverage needs.
• Continuously learn new and existing products through sales aids, demonstrating a positive attitude and customer-first culture.
• Provide exceptional service delivery to resolve account service issues and respond to customer inquiries promptly.
• Engage with clients on the bank floor to identify and address their sales and service needs, converting service requests into sales or referrals.
• Approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and identify their financial needs.
• Utilize marketing tools and digital technology to present product offers and financial solutions to clients.
• Connect clients to appropriate partners as necessary, leveraging video conferencing for specialists.
• Take ownership of client problems to ensure complete satisfaction with resolutions.
• Direct clients to alternative self-service channels and provide assistance as needed.
• Educate clients on self-service capabilities and encourage the use of digital service channels.
• Ensure all follow-up items are complete or handled by the appropriate individuals, working harmoniously with team members.
• Welcome clients warmly, using their names and thanking them for their business with Citi.
• Execute financial transactions in accordance with bank policies while maintaining an acceptable record in daily drawer balancing.
• Listen carefully to clients and assist with any questions or problems they have, ensuring their needs are met before concluding transactions.
• Show initiative and empathy, proactively preventing and handling problems with clients while assisting other tellers.
• Create a warm and friendly environment for customers and employees, fostering teamwork in the branch.

Requirements

• 1-3 years relevant experience in customer service and sales.
• Experience with face-to-face customer service and digital engagement.
• Open, client service orientation and a desire to help customers.
• Sales experience is desired.
• Excellent verbal and written communication skills.
• Analytical and problem-solving skills.
• Basic computer and digital tools skills.

Nice-to-haves

• Retail experience.

Benefits

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays