Branch Leader & Universal Banker

Citigroup Inc.; Washington (District of Columbia); On-site; USD 54,000 - 70,000; Full time

Job summary

The Head Universal Banker at Citi leadership role focuses on delivering exceptional service to customers while mentoring branch teams. You will drive transactions, open accounts, educate clients on digital channels, and champion risk and controls to align with Citi standards.

You will lead a team, coach Universal Bankers and Tellers, guide complex transactions, and promote sales alongside service excellence in a dynamic banking environment.

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
• Preferred Skills: Retail experience

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
• Guide both 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 (ex: ATM, Online, Mobile, etc.)
• 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 (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture.
• Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions

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

Retail experience

Education

High School diploma or equivalent

Job description

The Head Universal Banker at Citi leadership role focuses on delivering exceptional service to customers while mentoring branch teams. You will drive transactions, open accounts, educate clients on digital channels, and champion risk and controls to align with Citi standards.

You will lead a team, coach Universal Bankers and Tellers, guide complex transactions, and promote sales alongside service excellence in a dynamic banking environment.