Branch Lead: Universal Banker & Client Experience

Citi; New York (NY); On-site; USD 57,000 - 74,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Life & disability insurance

Wellness programs

Paid time off

Paid holidays

Job summary

The Head Universal Banker at Citi in New York leads the branch team to deliver exceptional service while guiding Universal Bankers and Tellers through sales, service and compliance routines. You will own client experiences, resolve complex issues, and promote digital capabilities across Online, Mobile and ATM channels.

Responsibilities include mentoring the team, driving sales referrals, ensuring risk and control adherence, and delivering consistent, high-quality service to internal and external

Qualifications

• Experience with face-to-face customer service and digital engagement.
• Open, client-service oriented mindset essential.
• Sales experience is beneficial.
• Excellent verbal and written communication skills.
• Analytical problem-solving abilities.
• Familiarity with basic computer and digital tools.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers.
• Guide clients and team in branch and handle complex transactions.
• Champion risk and control, ensure policy compliance.
• Promote products and services and educate clients on channels.
• Provide exceptional client experiences and resolve issues promptly.
• Mentor team and share knowledge on digital capabilities.

Skills

Customer service

Digital engagement

Sales experience

Client service

Communication skills

Analytical thinking

Digital tools

Education

High School diploma or equivalent

Job description

The Head Universal Banker at Citi in New York leads the branch team to deliver exceptional service while guiding Universal Bankers and Tellers through sales, service and compliance routines. You will own client experiences, resolve complex issues, and promote digital capabilities across Online, Mobile and ATM channels.

Responsibilities include mentoring the team, driving sales referrals, ensuring risk and control adherence, and delivering consistent, high-quality service to internal and external