Branch Leader: Universal Banker & Team Coach

Citi; Simi Valley (CA); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Citi in Simi Valley, CA seeks a Head Universal Banker to lead the branch team and deliver exceptional service and sales. You will mentor Universal Bankers and Tellers, guide clients through complex transactions, and champion risk and compliance to Citi standards.

The role emphasizes sales activity, digital capability usage, and a strong client-first approach within a full-time on-site position.

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 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
• Promote products and services and educate clients on digital channels to enhance client relationships
• Act as subject matter expert for the branch and adapt to branch coverage needs
• Learn and teach new products, promoting a customer-first culture

Skills

Customer service

Digital engagement

Sales referrals

Communication skills

Analytical thinking

Problem solving

Basic computer skills

Retail experience

Education

High School diploma or equivalent

Job description

Citi in Simi Valley, CA seeks a Head Universal Banker to lead the branch team and deliver exceptional service and sales. You will mentor Universal Bankers and Tellers, guide clients through complex transactions, and champion risk and compliance to Citi standards.

The role emphasizes sales activity, digital capability usage, and a strong client-first approach within a full-time on-site position.