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Doradca Bankowości Detalicznej Smart

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

2-4 years of relevant experience, Basic knowledge of Microsoft Office, High School diploma or equivalent, Financial sales and customer service experience preferred.

Key responsabilities:

  • Attract and retain new customers
  • Sell and promote financial products

Citi logo
Citi Financial Services XLarge http://www.citigroup.com
10001 Employees
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Job description

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:

  • Attract and retain new customers, sell financial products, and provide services as needed to individuals

  • Conduct branch or visit client visit sales

  • Promote and sell financial products (e.g. account, credit cards, insurance, personal loans, investments)

  • Complete sales of financial products and services in branches (collection and placement products)

  • Serve as backup for the Personal Executive

  • Recommend new options to enhance productivity

  • Resolve basic to moderately complex problems based on practice and precedence

  • 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:

  • 2-4 years of relevant experience

  • Previous financial sales and customer service experience preferred

  • Basic knowledge of Microsoft Office

  • Consistently demonstrates clear and concise written and verbal communication skills


Education:

  • High School diploma or equivalent

Citi Handlowy offers:

  • Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co-financing of cultural and entertainment events and more. Full list can be found here: www.karierawciti.pl under Benefits for you and Benefits for your loved ones sections)

  • Access to e-learning platform (Degreed) as well as English learning platform

  • Possibility to gain globally appreciated work experience

  • Friendly and supportive culture and team

  • Flexible and partly-remote working conditions

Your personal data will be administered by Bank Handlowy w Warszawie S.A. with its registered office in Warsaw, ul. Senatorska 16. The Bank carries out the processing of your personal data first of all to conduct the recruitment process in which you participate, i.e. in the scope specified in Article 22(1) of the Labour Code (Article 6(1)(c)  of the GDPR). You are entitled to: access your personal data, rectify them, erase them, restrict their processing, transfer your data and object to their processing. More detailed information is available at the website: https://careers.citigroup.com/docs/policies/BankHandlowyPolandPrivacyNotice.pdf?ieNocache=483

Please read the information about internal reports procedure – Whistleblowers Protection Act:

BankHandlowyPolandWhistleblowersProtectionAct

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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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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

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Other Skills

  • Customer Service
  • Microsoft Office
  • Communication
  • Problem Solving

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