Lead Universal Banker (Bilingual EN/ES)

Citibank (Switzerland) AG; Delray Beach, Northern (FL, KY); Hybrid; Confidential; Full time

Job summary

Citibank (Switzerland) AG is seeking a Head Universal Banker for the Delray Beach Branch to lead and mentor the branch team, delivering exceptional client experiences. You will execute service transactions, drive sales, and champion risk controls while promoting digital channels to clients.

The role requires leadership, strong communication, and the ability to coach Universal Bankers and Tellers in a dynamic retail banking environment in the United States.

Qualifications

• Experience in face-to-face customer service.
• Strong communication and problem-solving skills.
• Working knowledge of basic sales/referrals.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers.
• Guide clients and team through complex transactions.
• Promote risk and compliance in daily operations.
• Drive sales and service in the branch lobby.
• Educate clients on digital capabilities and self-service options.
• Resolve client issues with a client-first approach.

Skills

Customer service

Digital engagement

Sales referrals

Verbal and written comms

Analytical skills

Basic computer skills

Education

High School diploma

Job description

Citibank (Switzerland) AG is seeking a Head Universal Banker for the Delray Beach Branch to lead and mentor the branch team, delivering exceptional client experiences. You will execute service transactions, drive sales, and champion risk controls while promoting digital channels to clients.

The role requires leadership, strong communication, and the ability to coach Universal Bankers and Tellers in a dynamic retail banking environment in the United States.