Central Operations Specialist III
Beneficial State Bank job in Fresno, CA
TITLE: NA JOB CODE: BSB-0101 FLSA: Non-Exempt SALARY GRADE: 4 CATEGORY: Full-time UNION REPRESENTATION: CWA 7901/9412 SCHEDULE: Fresno, CA SUPERVISORY ROLE Y/N: 1/2025 The Central Operations Support Specialist III is responsible for leading and managing complex back-office operational processes, supporting the branch network and other departments, and ensuring seamless operations. The Specialist III serves as a subject matter expert (SME) for deposit operations, identifies and drives strategic improvements, mentors other team members, and handles high-level escalations and critical deposit-related processes. This role ensures compliance with federal and state regulations, minimizes risk, and supports operational excellence while meeting customer service expectations. This is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES
Ensures compliance with and maintains advanced knowledge of banking laws, regulations, internal policies, and procedures.
Acts as a senior resource and SME for all deposit operations functions, providing guidance to Deposit Operations Specialists I and II.
Oversees complex processes such as reconciliation of escalated discrepancies, high-value transactions, and regulatory reporting.
Manages and reviews advanced electronic transactions, including ACH, wire transfers, treasury services, mobile deposits, and bill payments.
Leads and coordinates audits on all deposit operations processes and ensures timely resolution of any findings.
Partners with leadership to develop, implement, and refine deposit operations procedures to improve efficiency and compliance.
Oversees Dormant and Inactive account management, including escheatment processes in accordance with state law.
Works with department management to perform annual W-8 and W-9 certifications, B-Notice Processing for compliance with IRS regulations, including form and/or response reviews, and follows up with branches and departments for corrections and form completion integrity.
Identifies potential areas of risk or loss and recommends strategies to mitigate them.
Reviews end-of-year tax notices, such as 1099 and 1099R.
Serves as the primary contact for escalated issues from branches, departments, and external vendors.
Manages IRA processing, such as RMDs, distributions, contributions, and ensures compliance with tax regulations.
Responsible for processing all legal actions, including garnishments, levies, and subpoenas, responding by deadlines, and working with legal counsel as needed.
Maintains an understanding and knowledge of electronic and check payment processing workflows with Fiserv DNA, Federal Reserve Bank, and various correspondent banks to assist the Central Operations Department and other departments with research and any special handling.
Oversees Zelle processes and handling of disputes in accordance with program requirements and bank policies/procedures.
Performs advanced General Ledger reconciliations, ensuring accuracy and resolving discrepancies in a timely manner. Develops reconciliation procedures and provides training to ensure team adherence to best practices.
Completes mandatory compliance training and ensures team adherence to training deadlines.
The position performs duties specific to the position and other functions as assigned.
ROLE COMPETENCIES
Customer support
Advanced Data Analysis
Technical Documentation
Time Management
Task Management
Initiative
Prioritization
Effective communication
Systems thinking
Innovative mindset
Attention to detail
Advanced Problem-Solving
Adaptability
Collaboration
ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES
The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Treasury Management Support Associate
Beneficial State Bank job in Oakland, CA
TITLE: Other JOB CODE: FLSA: Non-Exempt SALARY GRADE: 4 CATEGORY: Full-time UNION REPRESENTATION: CWA 7901/9412 SCHEDULE: Hybrid SUPERVISORY ROLE Y/N: 12/2025 Treasury Management Support Associates provide a wide range of professional, technical, product, and general support via email, telephone and in-person interactions to our corporate, small business and personal online banking clients and bank personnel team. TM Support Associates must be able to communicate technical instructions and concepts in terms the client can understand. Comprehensive knowledge of Online Banking and Treasury Services including an understanding of how ACH, Wires, Positive Pay and Remote Deposit Capture work is required. The TM Support Associate must be able to understand the basic risk ratings for new applications including soft exposure, update and execute support documentation as needed, and provide periodic reviews of client usage to evaluate limits and continued product justification. Candidate must be a self-starter and able to work quickly and efficiently. This position is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES
Strong communication skills in email, telephone and in-person interactions with clients employees.
Maintain and catalogue approval and authorization forms for all access granted to online sub-users and client profiles.
Periodic reviews of system sub-user and client profiles and forms to ensure compliance with Regulations and internal controls.
Create, delete and update Online Banking and Treasury Services access for corporate sub-users, personal users and clients based on approval forms.
General technical service support for Online Banking including Wires, ACH, Positive Pay and Remote Deposit Capture modules, and other services provided by the bank through Electronic Banking.
General technical service support for ancillary software and hardware that interfaces with our core system, including but not limited to RDC Scanners, Quickbooks functionality and Mobile Deposit applications.
Basic understanding of risk ratings and establishing safe transactional limits for online and electronic transactions.
Maintain and update daily tracking forms as necessary.
Basic clerical skills including filing, retrieval of documents, proof and edit routine, office correspondence, report and form building and input across all Microsoft Office products.
Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes successfully taking all online compliance training as assigned within specified due dates.
Other
Completes mandatory compliance training in accordance with established deadlines.
The position performs duties specific to the position and other functions as assigned.
ROLE COMPETENCIES
Customer support
Technical Documentation
Time Management
Task Management
Initiative
Prioritization
Effective communication
Systems thinking
Attention to detail
Advanced Problem Solving
Adaptability
Collaboration
ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES
The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
POSITION REQUIREMENTS
Minimum Qualifications
Bachelor's degree, four years of college or equivalent
Five to seven years of banking experience
One to two years of experience in cash management or treasury management fulfillment
Must possess positive and professional customer service and sales skills
Strong computer skills, specifically in Microsoft Windows environment
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Good organizational and time management skills
Ability to work with general supervision while performing duties
Preferred Qualifications
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Automated Clearing House (ACH) experience is highly recommended
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Effective selling, cross-selling and referral skills
Strong mathematical, problem-solving, and negotiation skills · Exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the Bank
Ability to analyze customer credit data and other related financial information
Strong interpersonal and relationship building skills
Previous experience in a financial sales representative oriented role
Current Driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
Management reserves the right to change this position description at any time according to business needs. #LI-Hybrid
Part-Time Teller (20 Hours), Fremont Warm Springs Branch
Fremont, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on client's financial goals
Educate clients on digital and self-service opportunities offered by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
Maintain working knowledge of client accounts as well as new and existing products and services offered.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, 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:
Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
Effective problem solving and communication skills
Ability to work well in a team oriented environment
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
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Job Family Group:
Customer Service
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Job Family:
Branch Service
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Time Type:
Part time
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Primary Location:
Fremont California United States
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Primary Location Full Time Salary Range:
$41,600.00 - $51,960.00
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:
$20.00 - $24.98
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Nov 10, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyRelationship Banker
Beneficial State Bank job in Oakland, CA
The position of Relationship Banker reports to the Branch Manager. You will develop new and existing business and consumer banking relationships by actively sourcing new business from prospective clients and by contacting existing clients to retain and expand banking relationships, to meet or exceed assigned goals. This position is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES
Sales and Networking
You will grow new business by sourcing and researching prospects, organizations, and centers of influence; expand existing business by identifying clients to contact, planning and executing business development activities consisting of calling on existing and potential clients, both in person and by phone.
You will actively assess clients' financial information by completing a Needs Assessment to determine their current and future financial needs. Summarize and discuss the opportunities uncovered, recommend, present and offer appropriate bank products and services.
Coach and collaborate with Customer Service Representatives to identify referral opportunities on products, programs, and service
Deliver an extraordinary clients experience based on the process and protocols established by the Branch and Retail Banking
Reviews new and existing customer-related daily reports such as the closed account report, new account report, CD maturity report, and the CD projected maturity report monthly
Proactively assess customers financial information by completing a Needs Assessment to determine total current and future financial needs
Recommends, present and sell appropriate products and services identified through the Needs Assessment process
Refers customer as necessary to the Senior Relationship Banker, Branch Manager, or appropriate department to cross-sell corresponding services or products
Operations
If it becomes necessary to conduct Teller transactions, ensure operational procedures are being followed, maintain the cash drawer within prescribed limits, and meet cash balancing requirements. Leverage transactions to identify Cross sell, new customer acquisition, and Referral opportunities.
If it becomes necessary, provide back-up or coverage for critical operational tasks and activities
Opens new safe deposit boxes for customer (if applicable)
Exemplify and deliver the Bank's mission, vision, values, goals, and culture through your personal behavior, decision making, and value provided to customers.
Responsible for adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality
Ensure customer information meets all bank and regulatory documentation
Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities
Completes all online compliance training as assigned within specified due dates.
Basic Qualifications
High School diploma or equivalent work-related experience
Three (3) or more years of experience or commensurate training in retail activities, including sales and cash handling
Must possess positive and professional customer service and sales skills
Strong computer skills, specifically in Microsoft Windows environment
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Good organizational and time management skills
Ability to work with general supervision while performing duties
Preferred Skills/Experience
Experience and knowledge in management and branch operations
Knowledge of related state and federal banking compliance regulations and other Bank operational policies
Ability to deal with routine problem involving multiple facets and variables in standardized situations
Must exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the Bank
Thorough knowledge of all retails products and services
Proven customer services, interpersonal, and relationship building skills
Effective selling, cross-selling and referral skills
Strong mathematical, problem-solving and negotiation skills
Ability to analyze customer credit data and other related financial information
Previous experience in a financial sales representative-oriented role
Current Driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
Banking - Investment Banking, Summer Associate, San Francisco Healthcare (North America - 2026)
San Francisco, CA job
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom; and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team; and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Our Banking division, is looking for Summer Associates to join the Investment Banking team in NAM. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients.
Your time here will look something like this:
* Conduct industry analysis and research to intelligently advise corporate clients
* Handle multiple banking projects while managing time and expectations
* Develop new business presentations
We provide you with knowledge and skills you need to succeed.
We're committed to teaching you the ropes. The 10-week program starts in June and begins with a 1-week intensive training program. You will also be able to meet and network with Citi professionals from all parts of the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to hear people's experiences and learn more about the firm. Once you complete the program, you will be eligible for a full-time offer.
We want to hear from you if:
* You are pursuing an MBA from a top academic institution in the U.S.
* You have relevant work experience
Who we think will be a great fit.
A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following:
* Commitment to personal growth and career development - a strong desire to learn and success in team environments
* Knowledge of the global or domestic business landscape is a plus, but not required
* Strong communication, planning, and organizational skills
* Passion for client service and a dedication to deliver the best results on every project
* Desire to develop a deep understanding of the financial industry
* Unquestioned commitment to integrity and ethical decision-making
Application Instructions: Candidates must apply through Citi's online application system in addition to the application process specific by your school.
Please apply on Citi's website using the following parameters:
Category: Investment Banking
Job Type: University Programs
Region: North America
City: San Francisco
* -----------------------------------------------------
Job Family Group:
Institutional Banking
* -----------------------------------------------------
Job Family:
Investment Banking
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Francisco California United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$150,000.00 - $180,000.00
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 05, 2026
* -----------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Head Universal Banker, Los Feliz Branch
Los Angeles, CA job
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards
**Responsibilities** :
+ Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
+ Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience.
+ Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager
+ 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 (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
+ Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)
+ Good leadership skills and the ability to motivate others
+ Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goals
+ Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed
+ Assisting and providing coverage for leadership team with leading by example
+ Provide feedback to management on ways to enhance sales processes and service delivery
+ Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies
+ Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed
+ Appropriately assesses risk when business decisions are made, demonstrating 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** :
+ 2-4 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
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Branch Sales
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**Time Type:**
Full time
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**Primary Location:**
Los Angeles California United States
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**Primary Location Full Time Salary Range:**
$53,670.00 - $70,030.00
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Oct 31, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Associate Banker SAFE Act - C13 - SAN FRANCISCO
San Francisco, CA job
The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
* Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
* Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
* Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
* Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
* Assist the Banker in deepening the existing client relationship through deep-dive analysis
* Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
* Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
* Provide complete service support to client, including solving complex client inquiries
* Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
* Appropriately assess risk when business decisions are made, 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:
* 6-10 years of experience
* Knowledge of investments is required; banking and credit products desirable
* Ability to manage relationships both internal and external; Ability to multi-task
Education:
* Bachelor's/University degree, Master's degree preferred
* -----------------------------------------------------
Job Family Group:
Private Client Coverage
* -----------------------------------------------------
Job Family:
Private Banker Support
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Francisco California United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$119,600.00 - $182,000.00
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Anticipated Posting Close Date:
Oct 18, 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
Part-Time Teller (20 Hour), Millbrae Branch
Millbrae, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on client's financial goals
Educate clients on digital and self-service opportunities offered by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
Maintain working knowledge of client accounts as well as new and existing products and services offered.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, 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:
Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
Effective problem solving and communication skills
Ability to work well in a team oriented environment
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
Job Family Group:
Customer Service
------------------------------------------------------
Job Family:
Branch Service
------------------------------------------------------
Time Type:
Part time
------------------------------------------------------
Primary Location:
Millbrae California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$41,600.00 - $51,960.00
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:
$20.00 - $24.98
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Nov 28, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyPart-Time Universal Banker (20 Hours), Little Tokyo Branch (Los Angeles)
Littlerock, CA job
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
Assist in basic account opening for existing customer
Provide service delivery to internal/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 out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
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 business decisions are made, 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
------------------------------------------------------
Job Family Group:
Consumer Sales
------------------------------------------------------
Job Family:
Branch Sales
------------------------------------------------------
Time Type:
Part time
------------------------------------------------------
Primary Location:
CA-LITTLE TOKYO BRANCH 211 S Central Ave
------------------------------------------------------
Primary Location Full Time Salary Range:
$47,510.00 - $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:
$22.84 - $29.80
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 09, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyPart-Time Teller (20 Hours), Greenhaven Branch
Sacramento, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on client's financial goals
Educate clients on digital and self-service opportunities offered by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
Maintain working knowledge of client accounts as well as new and existing products and services offered.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, 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:
Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
Effective problem solving and communication skills
Ability to work well in a team oriented environment
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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:
Sacramento California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$41,600.00 - $49,360.00
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:
$20.00 - $23.73
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Nov 10, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyPart Time Universal Banker (20 Hours), Eastlake Branch
Chula Vista, CA job
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Assist in basic account opening for existing customer
+ Provide service delivery to internal/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 out of service transaction and resolve customer complaints/issues promptly and effectively
+ Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
+ 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 business decisions are made, 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Consumer Sales
------------------------------------------------------
**Job Family:**
Branch Sales
------------------------------------------------------
**Time Type:**
Part time
------------------------------------------------------
**Primary Location:**
Chula Vista California United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$47,510.00 - $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:**
$22.84 - $29.80
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 10, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Associate Banker SAFE Act - C12 - SAN FRANCISCO
San Francisco, CA job
The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
* Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
* Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
* Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
* Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
* Assist the Banker in deepening the existing client relationship through deep-dive analysis
* Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
* Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
* Provide complete service support to client, including solving complex client inquiries
* Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
* Appropriately assess risk when business decisions are made, 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:
* 5-8 years of experience
* Knowledge of investments is required; banking and credit products desirable
* Ability to manage relationships both internal and external; Ability to multi-task
Education:
* Bachelor's/University degree or equivalent experience
* -----------------------------------------------------
Job Family Group:
Private Client Coverage
* -----------------------------------------------------
Job Family:
Private Banker Support
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Francisco California United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$88,400.00 - $140,400.00
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Anticipated Posting Close Date:
Oct 18, 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
Part- Time Teller (20 Hours), Mission Valley Branch
San Diego, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, 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:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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:**
$41,600.00 - $49,360.00
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:**
$20.00 - $23.73
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 27, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Part Time Universal Banker (20 Hours) - El Monte Branch
El Monte, CA job
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Assist in basic account opening for existing customer
+ Provide service delivery to internal/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 out of service transaction and resolve customer complaints/issues promptly and effectively
+ Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
+ 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 business decisions are made, 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
------------------------------------------------------
**Job Family Group:**
Consumer Sales
------------------------------------------------------
**Job Family:**
Branch Sales
------------------------------------------------------
**Time Type:**
Part time
------------------------------------------------------
**Primary Location:**
El Monte California United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$47,510.00 - $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:**
$22.84 - $29.80
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 09, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Part Time Teller - 20 Hours - Castro Valley Branch
Castro Valley, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, 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:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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:**
Castro Valley California United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$41,600.00 - $51,960.00
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:**
$20.00 - $24.98
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Sep 17, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Part- Time Universal Banker (20 Hours), Gardena Valley Branch
Gardena, CA job
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
Assist in basic account opening for existing customer
Provide service delivery to internal/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 out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
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 business decisions are made, 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
------------------------------------------------------
Job Family Group:
Consumer Sales
------------------------------------------------------
Job Family:
Branch Sales
------------------------------------------------------
Time Type:
Part time
------------------------------------------------------
Primary Location:
Gardena California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$47,510.00 - $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:
$22.84 - $29.80
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 15, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyPart-Time Teller (20 Hours), South San Francisco Branch
South San Francisco, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, 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:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Customer Service
------------------------------------------------------
**Job Family:**
Branch Service
------------------------------------------------------
**Time Type:**
Part time
------------------------------------------------------
**Primary Location:**
South San Francisco California United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$41,600.00 - $51,960.00
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:**
$20.00 - $24.98
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 03, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Part-Time Universal Banker (20 Hours), Sunset and Doheny Branch
West Hollywood, CA job
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Assist in basic account opening for existing customer
+ Provide service delivery to internal/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 out of service transaction and resolve customer complaints/issues promptly and effectively
+ Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
+ 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 business decisions are made, 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
The salary range provided in this posting is based on a 40 hour work week.
------------------------------------------------------
**Job Family Group:**
Consumer Sales
------------------------------------------------------
**Job Family:**
Branch Sales
------------------------------------------------------
**Time Type:**
Part time
------------------------------------------------------
**Primary Location:**
West Hollywood California United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$47,510.00 - $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:**
$22.84 - $29.80
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Oct 30, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Part-Time Teller (20 Hours), Merced Downtown Branch
Merced, CA job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
Responsibilities:
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
Identify referral opportunities for new products and services based on client's financial goals
Educate clients on digital and self-service opportunities offered by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
Maintain working knowledge of client accounts as well as new and existing products and services offered.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, 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:
Previous relevant experience preferred
Demonstrated sales and customer service experience
Money handling experience
Effective problem solving and communication skills
Ability to work well in a team oriented environment
Education:
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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:
Merced California United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$39,520.00 - $46,810.00
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:
$19.00 - $22.50
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Nov 05, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyUniversal Banker
Inglewood, CA job
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
Establishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Consistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services.
Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier's checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions.
Follow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.).
Responsible for recognizing and referring sales opportunities.
Ensures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc.
Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.
Records, files, prepares wire transfers, and sorts mail as needed.
Gather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).
Responsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.
Assisting customers with online banking enrollment and troubleshooting login issues.
Explaining features like bill pay, mobile deposits, and account transfers.
Resolving technical issues related to online transactions.
Resetting and changing debit card PINs upon customer request.
Ordering replacement debit cards and activating new cards.
Investigating unauthorized debit card transactions and filing disputes.
Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.
Assist Branch Manager with preparation of monthly audit package.
Assist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.
Intermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.
Timely completion of required training.
Other duties assigned by Branch Manager.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
High School Diploma or equivalent
2 years of cash handling and customer service
Preferred Education/Experience:
1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking
CERTIFICATIONS
None
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Knowledge of Platform and Teller systems (FIS Horizon preferred)
Exhibits professionalism with internal and external customers
Knowledge of deposit products and services
Knowledge of banking regulations, policies, and procedures
Basic knowledge of MS Office products
Effective oral, written, and interpersonal communication skills.
Excellent organizational skills
Salary Description $21/hr