Branch Leader: Universal Banker & Team Coach

Citigroup Inc.

Boca Raton (FL)

On-site

USD 47,000 - 61,000

Full time

11 days ago

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Job summary

Citigroup Inc. in Boca Raton, FL is seeking a Head Universal Banker to lead a branch team, drive service excellence, and grow sales through coaching and mentorship. You will oversee both client transactions and advisory referrals while ensuring strict adherence to policies and regulatory requirements.

The role emphasizes coaching, digital enablement, and strong leadership to deliver consistent client experiences and support branch goals.

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 service and mentoring on sales and compliance.
Guide clients and team members in the branch, assisting with complex transactions and great client experience.
Champion risk and control by monitoring operations and ensuring policy compliance.
Promote products and services, educating clients on digital channels.
Act as SME for the branch and adjust as needed to branch coverage.