Universal Banker - Chappaqua 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 customer relationships 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/issues promptly and effectively.
• Support sales and service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, and product initiatives.
• Adhere to operational controls, including legal, corporate, and regulatory procedures, to ensure the safety and security of customer and bank assets.
• Assess risk when making business decisions, demonstrating consideration for the firm’s reputation; safeguard Citi, its clients, and assets by driving compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment; and escalate, manage, and report 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 Details

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Time Type: Full time
• Primary Location: Chappaqua, New York, United States
• Primary Location Full Time Salary Range: $50,030.00 - $65,270.00
• Anticipated Posting Close Date: Sep 02, 2026