Branch Banking Lead: Customer Experience & Sales Champion

Citi Group; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Citi Group is seeking a Head Universal Banker to lead a branch team, delivering exceptional service and driving sales and risk compliance. You will coach Universal Bankers and Tellers while guiding clients through complex transactions and digital channels.

The role focuses on customer experience, risk control, and leadership in a Citi branch, with an emphasis on staff development and cross-functional collaboration.

Qualifications

• Experience leading bank branch teams.
• Strong customer service and sales experience.
• Knowledge of bank policies and regulatory requirements.
• Ability to handle complex transactions and guide staff.

Responsibilities

• Lead, coach, and mentor Universal Bankers and Tellers.
• Guide clients and team in complex transactions and sales.
• Champion risk and control and ensure policy compliance.
• Promote digital capabilities and self-service channels.
• Own client problems and ensure satisfaction.
• Coordinate with partners for referrals and cross-sell.

Skills

Leadership

Sales

Customer service

Coaching

Risk awareness

Branch operations

Tools

NBS system

Cash recycler

Job description

Citi Group is seeking a Head Universal Banker to lead a branch team, delivering exceptional service and driving sales and risk compliance. You will coach Universal Bankers and Tellers while guiding clients through complex transactions and digital channels.

The role focuses on customer experience, risk control, and leadership in a Citi branch, with an emphasis on staff development and cross-functional collaboration.