Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Part Time Concierge Banker - 20 Hours - Napa Branch

Citi

Citi

Part Time Concierge Banker - 20 Hours - Napa Branch

Napa, CA
Part Time
Paid
  • Responsibilities

    OVERVIEW

    Our employees are energetic and dedicated individuals who work in a fast-paced and challenging position that relies on the ability to think and react quickly, formulate creative solutions to pressing problems, and serve clients with dedication. Our employees serve as the human voice and personality behind the Citi brand as they provide quality customer service with each and every client interaction.

    SUCCESS PROFILE

    Customer focused

    Enthusiastic

    Quick thinking

    Adaptable

    Efficient

    Digitally savvy

    RESPONSIBILITIES

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

    RESPONSIBILITIES:

    • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
    • Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
    • Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
    • Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
    • Is knowledgeable about the 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
  • Qualifications
    • 1-3 years relevant experience
    • Required Skills:
      • Experience with face-to-face customer service, digital engagement and basic sales/referrals
      • Open, client service orientation and desire to help customers is required
      • Sales experience desired
      • Excellent verbal and written communication skills
      • Analytical and problem solving skills
      • Basic computer and digital tools skills
    • Preferred Skills: Retail experience

    EDUCATION:

    • High School diploma or equivalent

    JOB FAMILY GROUP: Customer Service JOB FAMILY: Branch Service TIME TYPE:

    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

  • Industry
    Financial Services
  • About Us

    Citi enables growth and progress for individuals, communities, institutions and governments around the world and has been doing so for more than 200 years. They recognize that their ability to best serve their clients and customers comes from the diverse and engaged employee base and they work tirelessly to deliver opportunities for growth and development to the most talented people. This is a place where the best come to get better.