Lead Universal Banker: Service, Sales & Coaching

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi Escondido is seeking a Head Universal Banker to lead the branch team, deliver exceptional service, and drive sales through coaching and mentorship. The role emphasizes risk control and adherence to bank standards while championing a customer-first culture.

You will guide staff, handle complex transactions, and promote digital tools to deepen client relationships. Strong leadership and service orientation are required.

Qualifications

• 2-4 years of relevant experience in banking or customer service.
• Open, client service orientation and desire to help customers.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers in service, sales and compliance.
• Guide clients and team members in complex transactions and ensure exceptional client experience.
• Promote risk and control and monitor day-to-day operations for policy compliance.
• Present products and services and educate clients on digital channels.
• Own client problems to resolve complaints promptly and effectively.
• Encourage use of self-service channels and digital capabilities.

Skills

Face-to-face service

Digital engagement

Sales ability

Communication skills

Education

High School diploma or equivalent

Job description

Citi Escondido is seeking a Head Universal Banker to lead the branch team, deliver exceptional service, and drive sales through coaching and mentorship. The role emphasizes risk control and adherence to bank standards while championing a customer-first culture.

You will guide staff, handle complex transactions, and promote digital tools to deepen client relationships. Strong leadership and service orientation are required.