Head Universal Banker, Citi

Citi

Location:
United States, Mill Valley

Category:
Banking

Contract Type:
Employment contract

Salary:

56500.00 - 73700.00 USD / Year

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Job Description:

The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to internal and external customers while guiding and supporting the branch team. This position involves executing service transactions, sales, coaching team members, ensuring compliance with risk and control measures, and creating a positive client and employee experience.

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
continuously learns new and existing products through sales aids
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
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
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
executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
ensures all follow-up items are complete, working harmoniously with team members
creating a welcoming environment for customers and employees by fostering teamwork in the branch to ensure a positive customer experience
effectively executes all service transactions and sales referral routines to deepen client relationships
adheres to Citibank policies, standards, operational controls, and regulatory procedures
managing branch cash supply needs, including vault cash and ATMs
actively promoting and participating in branch incentive programs, providing feedback to management

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
sales experience desired
excellent verbal and written communication skills
analytical and problem solving skills
basic computer and digital tools skills

Nice to have:

sales experience desired
retail experience

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Additional Information:

Job Posted:
September 11, 2025

Expiration:
September 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Head Universal Banker