Citigroup - Ossining, NY

posted 18 days ago

Full-time - Entry Level
Ossining, NY
10,001+ employees
Credit Intermediation and Related Activities

About the position

The Universal Banker at Citi is responsible for delivering exceptional service to both internal and external customers while executing various banking transactions and sales activities. The role focuses on enhancing client relationships through effective service delivery and proactive engagement, ensuring customer satisfaction and adherence to bank policies.

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.
  • Energetically greet and interact with clients to identify and address their sales and service needs.
  • Engage clients in the branch lobby to demonstrate expertise in digital capabilities and identify their financial needs.
  • Use 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.
  • Educate clients on self-service capabilities and encourage the use of digital service channels.
  • Ensure all follow-up items are complete and work harmoniously with team members.
  • Create a warm and welcoming 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
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