Branch Sales & Service Leader (Universal Banker)

Citi; Daly City (CA); Sur place; USD 57 000 - 74 000; Plein temps

Résumé du poste

The Citi Daly City branch seeks a Head Universal Banker to lead the customer experience and coach Universal Bankers and Tellers. You will supervise service transactions, drive sales, open accounts, and mentor staff while ensuring risk controls and policy compliance.

In this leadership role, you’ll engage clients, promote digital channels, and coordinate with specialists to resolve complex issues, all while maintaining Citi’s service standards and regulatory requirements.

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 preferred.

Responsabilités

• Lead, coach, and support Universal Bankers and Tellers by modeling service and mentoring on sales, service and compliance.
• Guide clients and team members in the branch, handling complex transactions and exceptional client experiences.
• Champion risk and control by monitoring operations and ensuring policy compliance.
• Promote products and services and educate clients on digital channels (ATM, Online, Mobile).
• Act as SME for the branch and adapt to coverage needs.
• Learn products and features through sales aids and maintain customer-first culture.
• Resolve client issues promptly and escalate as needed.

Connaissances

Face-to-face service

Digital engagement

Sales referrals

Client service orientation

Verbal communication

Written communication

Analytical skills

Problem solving

Formation

High School diploma or equivalent

Outils

NBS system

Cash recycler

Description du poste

The Citi Daly City branch seeks a Head Universal Banker to lead the customer experience and coach Universal Bankers and Tellers. You will supervise service transactions, drive sales, open accounts, and mentor staff while ensuring risk controls and policy compliance.

In this leadership role, you’ll engage clients, promote digital channels, and coordinate with specialists to resolve complex issues, all while maintaining Citi’s service standards and regulatory requirements.