Branch Lead: Universal Banker & Customer Experience Coach

Citigroup Inc.; Daly City (CA); On-site; USD 57,000 - 74,000; Full time

Job summary

Citigroup Inc. in Daly City, CA is seeking a Head Universal Banker to lead the branch team, deliver exceptional service, and drive sales like account openings and credit cards.

You will coach Universal Bankers and Tellers, handling complex transactions while ensuring risk, controls, and client experience meet Citi standards. The role emphasizes mentoring, digital channel promotion, and proactive problem resolution, with a focus on leadership and customer-first culture in a fast-paced branch

Qualifications

• 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.

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 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.
• Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
• Continuously learns new and existing products through sales aids demonstrating positive, can-do attitude and customer first culture.

Skills

Face-to-face customer service

Digital engagement

Basic sales/referrals

Client service orientation

Sales experience

Verbal and written communication

Analytical and problem solving

Basic computer skills

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Daly City, CA is seeking a Head Universal Banker to lead the branch team, deliver exceptional service, and drive sales like account openings and credit cards.

You will coach Universal Bankers and Tellers, handling complex transactions while ensuring risk, controls, and client experience meet Citi standards. The role emphasizes mentoring, digital channel promotion, and proactive problem resolution, with a focus on leadership and customer-first culture in a fast-paced branch