Branch Banking Leader & Client Experience Coach

Citigroup Inc.

Los Angeles (CA)

On-site

USD 54,000 - 70,000

Full time

8 days ago

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Benefits offered by this job

Medical, dental & vision coverage
401(k) retirement plan
Paid time off & holidays

Job summary

Citigroup Inc. in Los Angeles, CA is seeking a Head Universal Banker.

This leadership role mentors Universal Bankers and Tellers, guides clients and team members through complex transactions, and champions risk and control while delivering a superior client experience across digital and in-branch channels. The role requires strong sales ability, service focus, and proactive client engagement, including promoting products, educating clients about digital tools, and coordinating with specialists

Qualifications

  • 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.
  • Retail experience preferred.

Responsibilities

  • Lead, coach, and support Universal Bankers and Tellers by modeling service behaviors and mentoring on sales and compliance routines.
  • Guide clients and team members in the branch, handling complex transactions and ensuring exceptional client experience.
  • Champion risk and control by monitoring operations and ensuring policy compliance.
  • Promote products and services, educating clients on digital channels (Online, Mobile, ATM).
  • Act as subject matter expert for the branch and adapt to branch coverage needs.
  • Continuously learn products and features, maintaining a customer-first culture.
  • Resolve account service issues and respond promptly to inquiries.
  • Know clients' accounts and business with the bank; exercise sound judgment.

Skills

Face-to-face customer service
Digital engagement
Basic sales/referrals
Open client service orientation
Sales experience
Verbal and written communication
Analytical and problem solving
Basic computer and digital tools
Retail experience

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Los Angeles, CA is seeking a Head Universal Banker.

This leadership role mentors Universal Bankers and Tellers, guides clients and team members through complex transactions, and champions risk and control while delivering a superior client experience across digital and in-branch channels. The role requires strong sales ability, service focus, and proactive client engagement, including promoting products, educating clients about digital tools, and coordinating with specialists

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