Head Universal Banker - Somers Branch

Universal Banker

The Universal Banker is an entry-level position responsible for assisting in the execution of sales, product, or service activities in coordination with the customer service team. The overall objective of this role is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities

• Assist in basic account opening for existing customers.
• Provide service delivery to internal and 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 from service transactions and resolve customer complaints/issues promptly and effectively.
• Support sales and service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, and more.
• 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 Citi, 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.

Job Information

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Time Type: Full time
• Primary Location: Somers, New York, United States
• Primary Location Full Time Salary Range: $50,030.00 - $65,270.00