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Part-Time Teller (20 Hours) - Tustin Branch

Company Citi
Location Tustin, CA
Update 7 Day ago
Primary Location: United States,California,Tustin
Education: Other
Job Function: Sales
Schedule: Part-time
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 17068547

Position Summary:
The Teller 2 role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals. The Teller 2 creates and develops a positive relationship with Citi’s clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals.
The Teller 2 performs efficient and accurate banking transactions while:

1. Communicating clearly with clients

2. Making clients feel appreciated

3. Making it easy to do business with the bank.

Position Responsibilities:
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
Effectively executes all service and referral routines to deepen client relationships
Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
Continuously learns new and existing products through sales aids (features, benefits, fees, etc.)
Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
Proven track record of client-centric service (KDS for internal candidates)
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

Retail/sales experience preferred

Ability to assist customers and provide effective on-the-job coaching to other staff members
Sales, cashier or other money-handling experience desired
Proven cross-sell experience
Excellent verbal and written communication skills
Analytical and problem solving skills
Basic computer skills
12 months cumulative work experience in a role of similar scope and responsibility preferred
High school diploma, GED or equivalent relevant experience

Additional Responsibilities with Increased Authority:
The Teller 2 position may include granting all authorities of an officer (with the exception of specific restrictions) or granting specific authority(ies) only to perform officer functions that allow for greater efficiency and flexibility of the branches.

Required Criteria for Granting Increased Authority:
Minimum of one year operational experience with Citibank or comparable experience
Satisfactory or better rating on performance appraisal - not on any form of documented formal or final corrective action
Successfully completed the following training (as applicable to the granted authorities)designed by the Learning and Development team: Classroom training:
Assistant Branch Manager Basics
Audit Basics

CitiBusiness Account Documentation Web-based training:
Overdraft Decision Making, pre work only
ABC's of Funds Availability
Adheres with all restrictions that apply to all Increased Authority Tellers - as outlined in Source 2.0 - (which cannot be waived for any reason)