Universal Banker, South Ozone Park Branch

Universal Banker

The Universal Banker is an entry-level position responsible for assisting 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 relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities

• Assist with 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 and issues promptly and effectively.
• Support sales and service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, and related activities.
• Adhere to operational controls, including legal, corporate, and regulatory procedures, to ensure the safety and security of customer and bank assets.
• Assess risk appropriately when making business decisions, giving particular consideration to 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.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Details

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

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.

Most Relevant Skills

Please see the qualifications listed above.

Other Relevant Skills

For complementary skills, please see the qualifications listed above and/or contact the recruiter.

Anticipated Posting Close Date

Aug 06, 2026