Universal Banker - Madison/42nd Branch

Universal Banker

The Universal Banker is an entry-level position responsible for assisting with the execution of sales, products, and service activities in coordination with the customer service team. The overall objective 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 similar activities.
• 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 making business decisions, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, 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 Family

Consumer Sales
Branch Sales

Work Type

Full time

Location

New York, New York, United States

Salary Range

$50,030.00 - $65,270.00

Additional Benefits

In addition to salary, Citi’s offerings may 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.

Anticipated Posting Close Date

Sep 16, 2026