Branch Sales & Service Leader

Citi

Arlington (VA)

On-site

USD 54,000 - 70,000

Full time

4 days ago
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Job summary

Citi in Arlington, VA is seeking a Head Universal Banker to lead and mentor the branch team while delivering exceptional service to internal and external customers. The role includes executing service transactions, driving sales (including account openings and credit cards), and championing risk and control in line with Citi standards.

The position requires leadership in coaching Universal Bankers and Tellers, guiding clients and team members through complex transactions, and promoting digital

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 behaviors and mentoring on sales and compliance.
  • Guide clients and team members in the branch, handling complex transactions and ensuring excellent client experience.
  • Champion risk and control by monitoring daily operations and ensuring policy compliance.
  • Educate clients on self-service channels and digital capabilities (Online, Mobile, ATM, etc.).
  • Provide branch leadership and support to the Branch Manager as needed.
  • Resolve client issues promptly and refer to specialists when needed.
  • Engage clients in the lobby to identify financial needs and convert service requests into sales or referrals.
  • Demonstrate and promote Citi products and services to deepen client relationships.

Skills

Client service
Digital engagement
Sales/referrals
Verbal and written communication
Analytical problem solving
Basic computer skills
Retail experience

Education

High School diploma or equivalent

Job description

Citi in Arlington, VA is seeking a Head Universal Banker to lead and mentor the branch team while delivering exceptional service to internal and external customers. The role includes executing service transactions, driving sales (including account openings and credit cards), and championing risk and control in line with Citi standards.

The position requires leadership in coaching Universal Bankers and Tellers, guiding clients and team members through complex transactions, and promoting digital

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