Jobs
>
San Diego

    Part Time Universal Banker - San Diego, United States - Citigroup Inc

    Citigroup Inc
    Citigroup Inc San Diego, United States

    5 days ago

    Default job background
    Part time
    Description

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships.

    .

    **Responsibilities:**

    + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)

    + 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 (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.

    + Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.

    + Is knowledgeable about the clients accounts and business with the bank and uses sound judgment with customers and transactions

    + Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals

    + 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. May require standing 60-70% of the work day

    + 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 (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)

    + Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)

    + 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 (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)

    + 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, pleasant demeanor, using the client name, whenever possible, 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

    + Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed

    + 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 foster teamwork in the branch to ensure a positive overall customer experience.

    + Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships

    + Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

    **Qualifications:**

    + 1-3 years relevant experience

    + Required Skills:

    + 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

    + Preferred Skills: Retail experience

    **Education:**

    + High School diploma or equivalent

    The salary range provided in this posting is based on a 40 hour work week.

    **Job Family Group:**

    Customer Service

    **Job Family:**

    Branch Service

    **Time Type:**

    Part time

    **Primary Location:**

    San Diego California United States

    **Primary Location Full Time Salary Range:**

    $47, $61,990.00

    Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

    **The hourly rate corresponding to the annual range is:**

    $ $29.80

    In addition to salary, Citis 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 Available offerings may vary by jurisdiction, job level, and date of hire.

    **Anticipated Posting Close Date:**

    Apr 25, 2024

    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi )** .

    View the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .

    View the EEO Policy Statement ) .

    View the Pay Transparency Posting )

    Citi is an equal opportunity and affirmative action employer.

    Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

  • Self-Help

    Universal Banker

    5 days ago

    Self-Help San Diego, United States

    ** Universal Banker - Universal Member Service Representative** · **Job Category****:** Branch **Requisition Number****:** UNIVE01788 Showing 1 location **Job Details** · **Description** · **Role Overview:** · The **Universal Member Service Representative** serves as a liaiso ...

  • Atlantic Union Bank

    Universal Banker

    5 days ago

    Atlantic Union Bank San Diego, United States

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear un ...

  • Endeavor Bank

    Universal Banker

    5 days ago

    Endeavor Bank La Mesa, United States

    Job Description · Job Description · . · Position / Title: · Universal Banker · Reporting to: · Branch Supervisor · Type : Non-Exempt position · Location : East County Office · We are looking for an experienced Universal Banker to join our team This position will carry a v ...

  • Endeavor Bank

    Universal Banker

    5 days ago

    Endeavor Bank La Mesa, United States

    Job Description · Job Description. · Position / Title: Universal Banker · Reporting to: Branch Supervisor · Type: Non-Exempt position · Location: East County Office · We are looking for an experienced Universal Banker to join our team This position will carry a variety of operat ...

  • Citi

    Part Time Universal Banker

    14 hours ago

    Citi Escondido, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citigroup Inc

    Part Time Universal Banker

    1 week ago

    Citigroup Inc San Diego, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citi

    Part Time Universal Banker

    5 days ago

    Citi San Diego, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Poppy Bank

    Universal Banker III

    5 days ago

    Poppy Bank Del Mar, United States

    Job Type · Full-time · Description · New Accounts/Client Services Representative III - Floater (Universal Banker III - Floater) · The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new ac ...

  • Citi

    Head Universal Banker- La Jolla Downtown Branch

    5 days ago

    Citi San Diego, United States Full time

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • Citigroup Inc

    Head Universal Banker- La Jolla Downtown Branch

    5 days ago

    Citigroup Inc San Diego, United States

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • Dexian - Signature Consultants

    Universal Banker III Carlsbad

    5 days ago

    Dexian - Signature Consultants Encinitas, United States

    Job Summary: · Dexian is seeking a Universal Banker III for an opportunity with a client located in Carlsbad, CA. · Responsibilities: · Conduct thorough customer profiling and needs assessments to open and recommend a wide array of banking products and services · Drive sales ...

  • Dexian - Signature Consultants

    Universal Banker III Carlsbad

    1 day ago

    Dexian - Signature Consultants Encinitas, CA, United States

    Job Summary: · Dexian is seeking a Universal Banker III for an opportunity with a client located in Carlsbad, CA. · Responsibilities: · Conduct thorough customer profiling and needs assessments to open and recommend a wide array of banking products and services · Drive sales ...

  • Citigroup Inc

    Part Time Universal Banker

    5 days ago

    Citigroup Inc San Marcos, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citigroup Inc

    Part Time Universal Banker

    3 days ago

    Citigroup Inc San Marcos, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citigroup Inc

    Part Time Universal Banker

    2 days ago

    Citigroup Inc San Marcos, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...

  • Citigroup Inc

    Head Universal Banker- La Jolla Downtown Branch

    1 week ago

    Citigroup Inc La Jolla, United States

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • Citigroup Inc

    Head Universal Banker- La Jolla Downtown Branch

    5 days ago

    Citigroup Inc La Jolla, United States

    The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, rep ...

  • St. Paul's Senior Services

    Fundraising & Events Manager

    5 days ago

    St. Paul's Senior Services San Diego, United States

    St. Paul's Bankers Hill, 328 MAPLE STREET, SAN DIEGO, California, United States of America · Req #2202 · Monday, April 29, 2024 · Connect with the Greatest Generation and join us at St. Paul's You will be able to make a difference in the lives of countless seniors by providing c ...

  • University of California San Diego

    Chief Financial Officer, UC San Diego Health

    1 week ago

    University of California San Diego San Diego, United States

    Special Selection Applicants · : Apply by 10/10/2023. Eligible Special Selection clients should contact their Disability Counselor for assistance. · IMPORTANT INSTRUCTIONS TO ALL APPLICANTS: · UC San Diego Health has partnered with WittKieffer for this search. Inquiries, nomina ...

  • EisnerAmper LLP

    Director, Business Development

    1 week ago

    EisnerAmper LLP San Diego, CA, United States

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. We are currently seeking a Direction, Business Development, who will act an experienced sales executive to grow our Private Equity Practice includ ...