Lead Universal Banker: Branch Sales & Service Leader

Citi; Bethesda (MD); On-site; USD 54,000 - 70,000; Full time

Job summary

Citi in Bethesda, MD is seeking a Head Universal Banker to lead a branch team, coach Universal Bankers and Tellers, and drive sales and service excellence. The role combines client-focused service with risk management and leadership responsibilities.

Responsibilities include guiding staff through complex transactions, promoting digital channels, and ensuring compliance with bank policies while delivering superior customer experiences.

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.
• Excellent verbal and written communication skills.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers by modeling service behaviours and mentoring on sales, service, and compliance routines.
• Guide clients and team members in the branch, assisting with complex transactions and exceptional client experience.
• Champion risk and control by monitoring day-to-day operations and ensuring policy compliance.

Skills

Face-to-face service

Digital engagement

Sales and referrals

Education

High School diploma or equivalent

Job description

Citi in Bethesda, MD is seeking a Head Universal Banker to lead a branch team, coach Universal Bankers and Tellers, and drive sales and service excellence. The role combines client-focused service with risk management and leadership responsibilities.

Responsibilities include guiding staff through complex transactions, promoting digital channels, and ensuring compliance with bank policies while delivering superior customer experiences.