Head Universal Banker, Citi

Citi

Location:
United States, San Rafael ▼
Mill Valley

Category:
Banking

Contract Type:
Employment contract

Salary:

56500.00 - 73700.00 USD / Year

Save Job

Apply Position

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
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
Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively
Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs
Connect clients to the appropriate partners as necessary
Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively
Execute financial transactions in accordance with bank policies and procedures
Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch

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 vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 28, 2025

Expiration:
November 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Head Universal Banker