CrawlJobs Logo

Head Universal Banker

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , Palm Desert

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

49900.00 - 65100.00 USD / Year

Job Description:

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 and sales 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.

Job Responsibility:

  • 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
  • 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
  • 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
  • Connect clients to the appropriate partners as necessary
  • 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
  • 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 and sales 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
  • 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
  • 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

Requirements:

  • 2-4 years relevant experience
  • Experience with face-to-face customer service, digital engagement and basic sales/referrals
  • Open, client service orientation and desire to help customers is required
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
  • High School diploma or equivalent

Nice to have:

  • Sales experience
  • Retail experience
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
December 31, 2025

Expiration:
January 06, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Head Universal Banker

New

Head Universal Banker

The Head Universal Banker is a leadership role responsible for providing excepti...
Location
Location
United States , Winnetka, Illinois
Salary
Salary:
49900.00 - 65100.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
December 31, 2025
Flip Icon
Requirements
Requirements
  • 2-4 years relevant experience
  • Experience with face-to-face customer service, digital engagement and basic sales/referrals
  • Open, client service orientation and desire to help customers is required
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
  • High School diploma or equivalent
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards
  • Fulltime
Read More
Arrow Right

Principal Banker Debt Mobilisation Product Development

Within Debt Mobilisation Product Development (DM PD), the Principal Banker is re...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
ebrd.com Logo
European Bank for Reconstruction and Development
Expiration Date
January 07, 2026
Flip Icon
Requirements
Requirements
  • Relevant university degree
  • Master’s degree preferred or equivalent experience in the areas of expertise
  • Excellent written and oral communication skills in English
  • Ability to communicate well with internal and external stakeholders
  • Ideally prior experience in organising compelling and well-attended events
  • Sound decision making skills with a focus on providing solutions
  • Proven business judgement and high ethical and professional standards
  • Ideally fluency in another major language, in addition to English
  • Ideally prior experience in countries EBRD operates in
  • Awareness of the development finance agenda, particularly private capital mobilisation
Job Responsibility
Job Responsibility
  • Responsible for the delivery of all activities as outlined and scheduled in the Bank’s mobilisation communications plan
  • Maintain responsibility for the mobilisation communications plan, with regular reviews and updates as necessary in collaboration with the Communications department
  • Regularly review and update EBRD’s mobilisation narrative in collaboration with the Communications department
  • Proactively draft and schedule social media posts for both external and internal consumption via the Communication department, showcasing mobilisation highlights
  • Proactively identify opportunities to host events/side events in high profile forums
  • Proactively identify and source speaker opportunities for team members to represent EBRD Mobilisation in external / public events
  • Take responsibility for internal communications activities, including maintenance of the Debt Mobilisation intranet page
  • Prepare well-written speaking notes or speeches for senior management
  • Coordinate and deliver briefing notes, comprehensively covering key mobilisation updates for senior management’s engagements
  • Design, develop and deliver the implementation of an investor engagement and education plan
What we offer
What we offer
  • Varied, stimulating and engaging work
  • A working culture that embraces inclusion and celebrates diversity
  • A hybrid workplace that offers flexibility to teams and individuals
  • An environment that places sustainability, equality and digital transformation at the heart of what we do
  • A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits
  • Fulltime
!
Read More
Arrow Right
New

Senior eCommerce Key Account Manager

At Coty, we are looking for an experienced Senior E-commerce Key Account Manager...
Location
Location
Netherlands , Amsterdam
Salary
Salary:
Not provided
coty.com Logo
Coty Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s and/or Master’s Degree in relevant field (Business, Marketing, e-Commerce, International Management)
  • Extensive Account Management Experience (05–10 yrs): expertise managing top European customers (pure players preferred) with full P&L ownership
  • Commercial Leadership: Skilled in trade terms, pricing strategy, forecasting, and commercial negotiations to drive accretive growth across markets.
  • Deep beauty e-commerce background
  • Strong passion for e-commerce & business & beauty
  • Cross-Functional Collaboration: Comfortable operating in a matrix
  • partners across content, Online
  • Advanced MS-Office skills, expertise with e-com analysis tools and BI solutions is a plus
  • Fluent English
Job Responsibility
Job Responsibility
  • Define and lead Coty’s pure player customer strategy in the countries and accounts under scope
  • Align customer growth plans with Coty’s strategic priorities - balancing scale, selectivity, and local relevance
  • Oversee trade terms, pricing corridors, and promotion frameworks to drive profitable, sustainable growth
  • Lead negotiations and investment planning, grounded in pricing governance, competitive insight and financial impact
  • Partner with regional teams (RGM, Finance, Supply, Online Retail Media, Digital Shelf) and local markets to enable seamless execution
What we offer
What we offer
  • Competitive salary based on your qualities and experience.
  • Bonus plan based on your performance and company results.
  • Attractive benefits packages.
  • A healthy, fresh and sustainable lunch for a discounted price.
  • A brand-new building in the business area of Amsterdam-Zuid. The office is designed to maximize your performance, based on the new ways of working.
Read More
Arrow Right
New

Sales Manager Europe Distributor Markets

We are looking for a talented and highly motivated individual to join Coty`s Sal...
Location
Location
Netherlands , Amsterdam
Salary
Salary:
Not provided
coty.com Logo
Coty Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master’s or Bachelor’s degree
  • >5 years’ of experience within the sales function with key account management background or trade marketing background
  • Track record of driving sales and maintaining brand personality and values
  • Prior experience with Distributor is preferable
  • Experience in beauty categories background is an advantage
  • Excellent communication, interpersonal, and organizational skills, ability to manage multiple concurrent deadlines
  • Fluency in English with a second language an advantage
  • Ability to travel (1-2 business trips per quarter)
Job Responsibility
Job Responsibility
  • Align annual Joint Business Plan with your respective account(s), prioritizing market share and sustainable growth
  • Deliver the annual Gross Sales and Net Revenue Targets
  • Own and manage trade investment budget, aiming at effectively deploy investments in a profitable manner
  • Collaborate with distributors to optimize pricing structures, enhance operational efficiency, and expand portfolio and distribution channels for mutual growth
  • Constantly review Shipments-To-Trade and Sell Out performance to identify risks or opportunities to grow business
  • Analyze inventory levels in Trade and at the Distributor warehouse, identifying opportunities to optimize stock management and reduce inefficiencies
  • Regularly evaluate trade plans to maximize market share growth
  • Effectively collaborate in a multifunctional environment with marketing, trade marketing, finance and supply teams
  • Agree on contractual terms for new distributors
  • Maintain compliance with selective distribution agreements in collaboration with our distributors
What we offer
What we offer
  • Competitive salary based on your qualities and experience
  • Bonus plan based on your performance and company results
  • Attractive benefits packages
  • A healthy, fresh and sustainable lunch for a discounted price
  • A brand-new building in the business area of Amsterdam-Zuid. The office is designed to maximize your performance, based on the new ways of working
  • Fulltime
Read More
Arrow Right
New

Sales Account Manager

Technoprobe America is seeking a dynamic and results-driven Sales Account Manage...
Location
Location
United States , San Jose, CA
Salary
Salary:
Not provided
Technoprobe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in engineering
  • Minimum 5 years of proven experience in semiconductor key account management
  • Familiarity with strategic account management principles
  • 5 or more years' experience in wafer sort (probe card) products, materials, and technology
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
  • Strong negotiation and presentation skills
  • Ability to work independently and collaboratively within a team environment
  • Results-driven with a track record of meeting or exceeding sales targets
  • Maintaining and growing existing accounts
  • Face-to-Face meetings and product presentation
Job Responsibility
Job Responsibility
  • Develop and nurture strong relationships with existing clients, serving as the primary point of contact for account management activities. Understand client needs and objectives, and proactively identify opportunities to upsell or cross-sell company products/services across multiple regions
  • Ensure timely response to client inquiries and resolve issues to maintain high customer satisfaction
  • Achieve sales targets and objectives set by the sales leadership team
  • Identify new sales opportunities within existing accounts and collaborate with internal team to secure new business
  • Prepare and deliver sales presentations, proposals, and contracts to clients
  • Develop account plans and strategies to maximize revenue growth and profitability
  • Analyze market trends and competitor activities to identify business opportunities and market gaps
  • Collaborate with internal teams (e.g., technical sales, marketing, business development, engineering) to align strategies and offerings with client needs
  • Provide accurate sales forecasts and reports to the management team on a regular basis
  • Monitor key performance indicators (KPIs) such as sales metrics, customer satisfaction, and market share
  • Fulltime
Read More
Arrow Right
New

Office Administrator

The Office Administrator provides administrative support for assigned location. ...
Location
Location
United States , Woodbridge
Salary
Salary:
23.51 USD / Hour
Stericycle
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma (some college preferred) or equivalent
  • 2+ years of experience, preferably in administrative, demonstrating an excellent knowledge of computer software programs including Microsoft Word, Excel, and PowerPoint
  • Demonstrates the ability to manage multiple issues to resolve related to the upkeep and maintenance of the position
  • Demonstrates the ability to modify behavior, as needed, in order to maintain effectiveness in a changing situation
  • and with varying tasks, responsibilities, or people
  • Demonstrates the ability to persist with a specific course of action. Must be willing to commit the necessary time and effort to complete work assignments and do a quality job
  • Demonstrates the ability to present ideas and information in a clear, concise, organized and diplomatic manner
  • listen to others to respond effectively to ideas and questions
  • Demonstrates the ability to identify and understand customer needs
  • takes appropriate actions to ensure customer needs are met and proactively searches of ways to increase customer satisfaction
Job Responsibility
Job Responsibility
  • Office Administration: Branch Emails
  • Closing Confirmations
  • Coordinating shipping of packages (FedEx parts, supplies, RFP's, etc.)
  • Re-schedule of missed service
  • Ordering supplies
  • Open and review mail
  • Vendor Management (setup, communication, local visits)
  • Equipment lists PROCESSING deliveries
  • Payroll Processing: Time and Attendance. Enters and audits weekly final payroll reports for departmental approval
  • Billing: Exception based billing Accounts (Half-Bag)
What we offer
What we offer
  • health care program which includes medical, dental, vision and prescription coverage
  • healthcare and dependent care flexible spending accounts
  • life and accidental death and dismemberment insurance
  • an employee assistance program
  • tuition reimbursement
  • paid vacation and sick time
  • a 401(k) plan
  • an employee stock purchase plan
  • Fulltime
Read More
Arrow Right
New

Sales Consultant

Travel Retail is a division of Coty; we are the world leaders in Luxury fragranc...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
coty.com Logo
Coty Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master the English language on a near native level
  • Be computer knowledgeable
  • Able to read and understand data
  • Follow marketing guidelines and instructions
  • Demonstrate a passion for Beauty with a consistent approach to achieving monthly targets and deliver sales through excellent customer service
Job Responsibility
Job Responsibility
  • Meet and exceed Monthly sales targets with strong numeracy and literacy skills
  • Demonstrate an exceptional level of customer service
  • Work as part of a team
  • Have excellent communication and interpersonal skills, be able to genuinely 'consult'
  • Have strong ownership and accountability
  • Be passionate about beauty with exceptional grooming standards
  • Ensure store standards are met and maintenance of all counters and fixtures are managed
What we offer
What we offer
  • A salary that matches your knowledge and experience as well as monthly bonus
  • Yearly product allocation
  • Private Health care
  • The opportunity to attend trainings within the UK and abroad
  • Fulltime
Read More
Arrow Right
New

Manager- IT Internal Audit Advisory

CNM LLP is a technical advisory services firm. We are currently searching for a ...
Location
Location
United States , Los Angeles
Salary
Salary:
115000.00 - 150000.00 USD / Year
CNM LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BA/BS in Computer Science, Accounting, Business, Finance, Economics, Mathematics, Sciences, Engineering or related experience
  • Minimum 5 years IT Internal Audit in professional services
  • Advanced knowledge of recognized technology frameworks (COBIT, ITIL, FFIEC, etc.)
  • Desire to pursue CIA and or CISA
  • Able to navigate various industry research tools (CCH, IIA, PCAOB, AICPA)
  • Able to think critically and maintain logical thought processes
  • Excellent documentation and written skills
Job Responsibility
Job Responsibility
  • Complete assigned IT general and application controls on 2-3 project teams, within the given budget with minimal supervision
  • Creating system narratives, identifying key controls, and concluding on design and operating effectiveness of key controls
  • Manage project teams to review and evaluate IT environments, risks, internal audit projects, and compliance
  • Manage project teams to review and assess IT environments, risks, internal audit projects, and compliance for companies that range from newly public high growth entities in rapidly changing environments to the largest entertainment and public companies
  • Ensure that our people and teams come first and that our exceptional culture continues to grow our people, providing opportunities for advancement for all team members
  • Lead, develop, mentor and train teams
  • Recommend internal control solutions that balance client resource constraints with the need to mitigate risk
  • Maintain and build strong, collaborative client relationships
  • Demonstrating clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
  • Producing quality deliverables evidenced through the need for minimal review time accurate review notes
What we offer
What we offer
  • Excellent base, bonus and incentive compensation package
  • Medical, dental
  • Paid maternity and parental leave
  • 401(k) with match
  • Flexible spending accounts for employees and dependents
  • Training that assists employees in reaching their career goals
  • Regular paid time off policy
  • Extra five days off between Christmas and New Year holidays annually for firm-wide shut down
  • Unbelievable social events each summer and winter
  • Annual technology bonus
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.