Head Universal Banker — San Mateo Branch Leader

Citi; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Citi is seeking a Head Universal Banker in San Mateo to lead the branch team, deliver exceptional client service, and drive sales. The role involves coaching tellers, handling complex transactions, and championing risk controls while promoting Citi’s digital banking tools.

As a branch leader, you will mentor staff, ensure high-quality service, and engage clients to grow relationships across accounts and products. On-site position requiring strong leadership and customer-first mindset.

Qualifications

• Experience leading branch teams and frontline staff.
• Strong service and sales capabilities with customer focus.
• Ability to manage branch risk and adherence to policies.

Responsibilities

• Lead and coach Universal Bankers and Tellers.
• Guide clients and team through complex transactions.
• Champion risk and control; monitor daily operations.
• Promote products and services; educate clients on digital channels.
• Act as branch subject matter expert and adapt to coverage needs.
• Maintain branch culture of service excellence and compliance.

Skills

Leadership

Coaching

Sales skills

Customer service

Risk awareness

Branch operations

Team mentoring

Tools

NBS system

Cash recycler

ATM

Job description

Citi is seeking a Head Universal Banker in San Mateo to lead the branch team, deliver exceptional client service, and drive sales. The role involves coaching tellers, handling complex transactions, and championing risk controls while promoting Citi’s digital banking tools.

As a branch leader, you will mentor staff, ensure high-quality service, and engage clients to grow relationships across accounts and products. On-site position requiring strong leadership and customer-first mindset.