Universal banker

Citibank, N.A.
Modesto, CA Full Time
POSTED ON 4/23/2024 CLOSED ON 5/12/2024

What are the responsibilities and job description for the Universal banker position at Citibank, N.A.?

The Concierge 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 ( 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 client’s 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 ( sales wall, tablet, smart phone, workbench, iPads, 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 ( 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 ( 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 / referralsOpen, client service orientation and desire to help customers is requiredSales experience desiredExcellent verbal and written communication skillsAnalytical and problem solving skillsBasic computer and digital tools skills
  • Preferred Skills : Retail experience

Education :

High School diploma or equivalent

Job Family Group : Customer Service

Customer Service

Job Family : Branch Service

Branch Service

Time Type : Part time

Part time

Primary Location :

Modesto California United States

Primary Location Full Time Salary Range :

$44, - $57,

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 :

$ - $

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 Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date :

Apr 17, 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 .

Last updated : 2024-04-23

Salary : $44 - $57

Real Estate Sales Agent - New or Experienced - Coldwell Banker
Coldwell Banker -
Merced, CA
Part Time Universal Banker - 20 Hours - Atwater Branch
Citi -
Atwater, CA
Surveillance Investigator
Allied Universal -
Turlock, CA

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Universal banker?

Sign up to receive alerts about other jobs on the Universal banker career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$34,392 - $41,732
Income Estimation: 
$38,460 - $46,486
Income Estimation: 
$34,392 - $41,732
Income Estimation: 
$38,460 - $46,486
Income Estimation: 
$31,201 - $37,557
Income Estimation: 
$34,392 - $41,732
Income Estimation: 
$34,007 - $42,630

Sign up to receive alerts about other jobs with skills like those required for the Universal banker.

Click the checkbox next to the jobs that you are interested in.

  • Business Development Skill

    • Income Estimation: $62,661 - $73,969
    • Income Estimation: $60,992 - $84,915
  • Customer Engagement Skill

    • Income Estimation: $27,412 - $38,111
    • Income Estimation: $28,839 - $36,771
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Universal banker jobs in the Modesto, CA area that may be a better fit.