Lead Universal Banker: Customer Experience & Sales Champion

Citi; San Diego (CA); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability보험

Job summary

Citi in San Diego is seeking a Head Universal Banker to lead the branch team, deliver exceptional service, and execute both service transactions and sales (opening accounts, credit cards, etc.).

You will coach Universal Bankers and Tellers, model strong sales, service and compliance, and escalate risk controls while guiding clients to digital channels.

This full-time role offers a comprehensive benefits package and a salary range shown for the primary location: $53,670 to $70,030 per year.

Qualifications

• 2-4 years relevant experience.
• Face-to-face customer service, digital engagement and basic sales/referrals.
• Open, client service orientation and desire to help customers.
• Sales experience preferred.
• Excellent verbal and written communication skills.
• Analytical and problem solving skills.
• Basic computer and digital tools skills.
• Retail experience preferred.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
• Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience.
• Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager
• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
• Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
• Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture.
• Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.

Skills

Customer service

Digital engagement

Sales experience

Communication skills

Analytical skills

Digital tools

Retail experience

Education

High School diploma or equivalent

Job description

Citi in San Diego is seeking a Head Universal Banker to lead the branch team, deliver exceptional service, and execute both service transactions and sales (opening accounts, credit cards, etc.).

You will coach Universal Bankers and Tellers, model strong sales, service and compliance, and escalate risk controls while guiding clients to digital channels.

This full-time role offers a comprehensive benefits package and a salary range shown for the primary location: $53,670 to $70,030 per year.