Branch Leader & Universal Banker - Drive Client Growth

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

Benefits offered by this job

Competitive benefits

Paid time off

401(k)

Job summary

Citi in New York, NY seeks a Head Universal Banker to lead and coach branch staff, drive sales and service excellence, and champion risk control. This role mentors Universal Bankers and Tellers, guides complex transactions, and promotes digital capabilities to clients.

Strong leadership and customer-focused mindset are essential for delivering consistent client experiences. Responsibilities include coaching, risk adherence, and proactive problem resolution, with emphasis on sales referrals and

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
• 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 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.
• 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

Sales referrals

Client service orientation

Verbal and written communication

Analytical problem solving

Basic computer skills

Retail experience

Education

High School diploma or equivalent

Tools

NBS system

Cash recycler

Job description

Citi in New York, NY seeks a Head Universal Banker to lead and coach branch staff, drive sales and service excellence, and champion risk control. This role mentors Universal Bankers and Tellers, guides complex transactions, and promotes digital capabilities to clients.

Strong leadership and customer-focused mindset are essential for delivering consistent client experiences. Responsibilities include coaching, risk adherence, and proactive problem resolution, with emphasis on sales referrals and