Branch Sales Leader & Client Experience Coach

Citi; Town of Eastchester (NY); On-site; USD 57,000 - 74,000; Full time

Job summary

Citi Eastchester is seeking a Head Universal Banker to lead and coach branch staff, manage service delivery, and drive sales while championing risk and regulatory compliance. The role emphasizes strong client experience, digital channel advocacy, and team leadership on a busy retail banking floor.

The position requires guiding a team, enhancing product referrals, and ensuring consistency with Citi standards across transactions and customer interactions.

Qualifications

• Face-to-face customer service and basic sales/referrals.
• Open, client-focused service orientation.
• Excellent verbal and written communication skills.
• Analytical and problem-solving abilities.
• Proficiency with basic computer/digital tools.
• Retail experience is preferred.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers in service and sales.
• Guide clients and team in branch operations and complex transactions.
• Promote risk control and adherence to policies.
• Educate clients on digital channels and self-service options.
• Own and resolve client issues promptly to ensure satisfaction.

Skills

Customer service

Digital engagement

Sales

Communication skills

Analytical thinking

Problem solving

Computer skills

Retail experience

Experience 2-4 years

Education

High School diploma or equivalent

Job description

Citi Eastchester is seeking a Head Universal Banker to lead and coach branch staff, manage service delivery, and drive sales while championing risk and regulatory compliance. The role emphasizes strong client experience, digital channel advocacy, and team leadership on a busy retail banking floor.

The position requires guiding a team, enhancing product referrals, and ensuring consistency with Citi standards across transactions and customer interactions.