Universal Banker

• exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels
• act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs
• continuously learns new and existing products through sales aids
• provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively
• energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs
• required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients
• ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients
• connect clients to the appropriate partners as necessary
• take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
• recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
• educate clients on self-service capabilities and encourage use of digital service channels
• 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 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
• 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 fostering teamwork in the branch to ensure a positive overall customer experience
• adheres to and complies with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

• 1-3 years relevant experience
• 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

retail experience

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