Branch Banking Leader & Service Coach

Citigroup Inc.; Whittier (CA); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off

Job summary

Citigroup Inc. in Whittier, CA, seeks a Head Universal Banker to lead, coach, and mentor branch staff while delivering exceptional service to clients.

You will oversee service transactions, sales activity, and complex transactions, ensuring compliance with bank policies and risk controls. The role requires guiding the branch team to provide a superior client experience, promoting digital capabilities, and leveraging cross-channel tools to deepen client relationships.

Qualifications

• 2-4 years of relevant experience.
• Experience with face-to-face customer service, digital engagement and basic sales/referrals.
• Strong verbal and written communication skills.
• Retail experience is a plus.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
• Guide clients and team in the branch; provide support in complex transactions and exceptional client experience.
• Champion risk and control by monitoring day-to-day operations and ensuring policy compliance.
• Promote products and services; educate clients on utilizing digital channels (ATM, Online, Mobile).
• Act as a subject matter expert for the branch and adapt to branch coverage needs.
• Provide coaching and education on Digital capabilities and priority transactions.

Skills

Customer service

Digital engagement

Sales/referrals

Communication

Analytical skills

Problem solving

Basic computer skills

Retail experience

Education

High School diploma or equivalent

Tools

Digital tools

Job description

Citigroup Inc. in Whittier, CA, seeks a Head Universal Banker to lead, coach, and mentor branch staff while delivering exceptional service to clients.

You will oversee service transactions, sales activity, and complex transactions, ensuring compliance with bank policies and risk controls. The role requires guiding the branch team to provide a superior client experience, promoting digital capabilities, and leveraging cross-channel tools to deepen client relationships.