Head Universal Banker: Lead, Coach & Drive Sales

Citi; Surfside (FL); Vor Ort; USD 47.000 - 61.000; Vollzeit

Zusammenfassung

Citi is seeking a Head Universal Banker in Surfside, FL, to lead the branch team with exceptional client service, drive sales, and mentor staff. The role emphasizes risk control, coaching, and ensuring consistent client and team experiences aligned with Citi standards.

The candidate will oversee service transactions, open accounts, manage disputes, and champion digital channel usage while maintaining high service levels and regulatory compliance.

Qualifikationen

• Minimum 2–4 years of relevant experience in banking or customer service.
• Proven ability to coach and mentor staff and deliver excellent client service.
• Strong communication, problem solving, and sales/referral skills.

Aufgaben

• Lead, coach, and support Universal Bankers and Tellers by modeling service and sales routines.
• Guide clients and team members in the branch through complex transactions and key experiences.
• Champion risk and control while monitoring daily operations and compliance with policies.
• Promote products and digital channels to clients and educate on capabilities.
• Resolve client issues, provide timely responses, and ensure satisfaction.

Kenntnisse

Face-to-face customer service

Digital engagement

Sales/referrals

Communication skills

Multitasking

Ausbildung

High School diploma

Tools

NBS system

Cash recycler

Jobbeschreibung

Citi is seeking a Head Universal Banker in Surfside, FL, to lead the branch team with exceptional client service, drive sales, and mentor staff. The role emphasizes risk control, coaching, and ensuring consistent client and team experiences aligned with Citi standards.

The candidate will oversee service transactions, open accounts, manage disputes, and champion digital channel usage while maintaining high service levels and regulatory compliance.