Lead Universal Banker: Elevate Clients & Digital Banking

Citi; Florida; On-site; USD 47,000 - 61,000; Full time

Benefits offered by this job

Health coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi in Palm Beach Gardens, Florida, is seeking a Branch Sales professional to lead client interactions and drive both service quality and referrals. You will coach Universal Bankers and Tellers, guide clients through complex transactions, and promote digital banking solutions.

You will mentor staff on sales practices, maintain strong risk controls, and work across teams to ensure a seamless client experience with Citi’s digital tools and services.

Qualifications

• 2-4 years relevant experience in customer-facing roles.
• Experience with face-to-face customer service, digital engagement and basic sales/referrals.
• Open, client service orientation and desire to help customers is required.
• Sales experience desired.
• Excellent verbal and written communication skills.
• Analytical and problem solving skills.
• Basic computer and digital tools skills.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers by modeling service behaviors and mentoring on sales, service and compliance routines.
• Guide clients and team members in the branch, supporting complex transactions and exceptional client experience.
• Champion risk and control by monitoring operations and ensuring policy compliance.
• Present products and services and educate clients on digital channels (Online, Mobile, ATM).
• Act as SME for the branch and adapt to coverage needs.
• Provide coaching on digital capabilities and streamlined sales and service processes.

Skills

Customer service

Digital engagement

Sales/referrals

Communication skills

Problem solving

Basic computer skills

Education

High School diploma

Job description

Citi in Palm Beach Gardens, Florida, is seeking a Branch Sales professional to lead client interactions and drive both service quality and referrals. You will coach Universal Bankers and Tellers, guide clients through complex transactions, and promote digital banking solutions.

You will mentor staff on sales practices, maintain strong risk controls, and work across teams to ensure a seamless client experience with Citi’s digital tools and services.