Branch Lead Universal Banker — Drive Sales & Service

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

Job summary

Citi is seeking a Head Universal Banker in Eastchester, NY. The role leads the branch team, coaching Universal Bankers and Tellers while delivering exceptional client experiences through service excellence and compliant operations.

The position requires strong leadership, sales aptitude, and hands-on management of daily transactions, risk controls, and digital-channel education to clients. It offers a full-time schedule with Citi’s comprehensive benefits.

Qualifications

• Experience in doing face-to-face customer service and guiding clients
• Ability to engage clients through digital channels and educate on digital tools
• Sales and referrals experience are advantageous

Responsibilities

• Lead, coach, and mentor Universal Bankers and Tellers in service, sales, and compliance routines
• Guide clients and team members in complex transactions to deliver exceptional experiences
• Champion risk and control by monitoring operations and adhering to policies
• Demonstrate and explain products and services to clients, including digital channels
• Act as SME for the branch and adjust coverage as needed
• Provide coaching on Digital capabilities and streamlined sales/service processes

Skills

Face-to-face service

Digital engagement

Sales referrals

Communication

Education

High School diploma or equivalent

Job description

Citi is seeking a Head Universal Banker in Eastchester, NY. The role leads the branch team, coaching Universal Bankers and Tellers while delivering exceptional client experiences through service excellence and compliant operations.

The position requires strong leadership, sales aptitude, and hands-on management of daily transactions, risk controls, and digital-channel education to clients. It offers a full-time schedule with Citi’s comprehensive benefits.