Citi

Universal Banker

Citi

Philadelphia, PA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Citi, a leading global bank with over 200 years of history and expertise in providing financial solutions to individuals, businesses, and institutions. We are currently seeking a dynamic and customer-focused Universal Banker to join our team at Citi. As a Universal Banker, you will have the opportunity to engage with clients, understand their financial needs, and provide them with personalized banking solutions. If you have a passion for delivering exceptional customer service, a strong understanding of financial products and services, and the drive to succeed in a fast-paced environment, we want to hear from you!

  1. Engage with clients: As a Universal Banker, your primary responsibility will be to interact with clients in a friendly and professional manner. This includes greeting them, understanding their needs, and building a rapport to provide excellent customer service.
  2. Understand financial needs: You will be responsible for understanding the financial needs of clients by listening to their concerns and questions. You will need to have a thorough knowledge of the products and services offered by Citi in order to effectively address their needs.
  3. Provide personalized solutions: Using your knowledge and understanding of clients' financial needs, you will be responsible for recommending and providing personalized banking solutions. This could include opening new accounts, offering credit options, and providing financial advice.
  4. Deliver exceptional customer service: At Citi, we pride ourselves on delivering exceptional customer service. As a Universal Banker, you will be expected to go above and beyond to ensure that clients have a positive experience with our bank.
  5. Educate clients: You will be responsible for educating clients on Citi's products and services, as well as the benefits and features of each. This will help clients make informed decisions about their financial needs.
  6. Meet sales targets: As a Universal Banker, you will be responsible for meeting sales targets set by the bank. This will involve actively promoting banking products and services to clients and identifying opportunities for cross-selling and upselling.
  7. Maintain accurate records: It is essential to maintain accurate records of all client interactions and transactions. This will help with tracking sales, identifying areas for improvement, and ensuring compliance with banking regulations.
  8. Collaborate with team members: As part of a team, you will be responsible for collaborating with your colleagues to achieve common goals. This could include assisting with client inquiries, sharing knowledge and expertise, and working together to improve the overall customer experience.
  9. Stay updated on industry trends: As a Universal Banker, you will need to stay updated on industry trends and changes in banking regulations. This
Where is this job?
This job is located at Philadelphia, PA, USA
Job Qualifications
  • Minimum Of A Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • Strong Knowledge Of Banking Products And Services, Including Investments, Loans, And Credit Cards.

  • Excellent Communication And Customer Service Skills To Effectively Interact With Clients And Build Relationships.

  • Previous Experience In Sales, Cross-Selling, And Meeting Financial Targets.

  • Ability To Multitask And Work In A Fast-Paced Environment, While Maintaining Accuracy And Attention To Detail.

Required Skills
  • Data Entry

  • Communication

  • Sales

  • Time Management

  • Product knowledge

  • Multitasking

  • customer service

  • Relationship Building

  • Cash Handling

  • Teamwork

  • Problem-Solving

  • Financial Knowledge

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Universal Banker in Philadelphia, PA, USA is between $36,000 and $60,000 per year. However, this can vary depending on factors such as the specific bank or financial institution, the individual's level of experience and education, and other factors. Additionally, bonuses and commissions may also play a role in the overall salary.

Additional Information
Citi is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 13th, 2024
Apply BeforeSeptember 18th, 2025
This job posting is from a verified source. 
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About Citi

Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.

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