Part-time Universal Banker (20 Hours), Dana Point Branch

Citi Handlowy

San Juan Capistrano, California, United States
Base: $22.84 - $29.80 ph; bonus/equity: not specif...
On-site
Assist in basic account opening
Execute financial transactions
Resolve customer complaints
Citi Handlowy is seeking a part-time Universal Banker for its Dana Point Branch in San Juan Capistrano, California. The role involves assisting with customer service and financial transactions, while fostering customer relationships to enhance sales

Job Summary

  • The Universal Banker is an entry-level position responsible for assisting in sales, products, or service activities in coordination with the customer service team.
  • Responsibilities include assisting with account opening, resolving service issues, executing financial transactions, and referring opportunities to segment partners.
  • The role aims to foster customer relations, build loyalty, and help increase sales to individual consumer clients.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a part-time Universal Banker for its Dana Point Branch in San Juan Capistrano, California. The role involves assisting with customer service and financial transactions, while fostering customer relationships to enhance sales.

Salary

Base: $22.84 - $29.80 per hour; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Assist in basic account opening
  • Execute financial transactions
  • Resolve customer complaints
  • Adhere to operational controls
  • Assess risk and drive compliance

Nice-to-have

  • Foster customer loyalty
  • Increase sales to individual clients
  • Participate in branch events

Key Requirements

  • 1-3 years of relevant experience
  • Previous Retail Banking or similar experience
  • High School diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter