Lead Universal Banker: Service & Sales Leader

Citigroup Inc.; Florida; On-site; USD 47,000 - 61,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Wellness programs

Job summary

Head Universal Banker at Citigroup Inc. leads branch team, delivering outstanding service while handling deposits, payments, new accounts, and card orders.

You mentor Universal Bankers, drive risk and control, promote digital channels, coach on sales and service, and ensure policy compliance across daily operations. The role is based in Palm Beach Gardens, FL, with frequent client interactions and a focus on Citi standards.

Qualifications

• 2–4 years of relevant customer service and sales experience.
• Face-to-face customer service and digital engagement experience.
• Strong communication and problem-solving skills.

Responsibilities

• Lead, coach Universal Bankers and Tellers in sales, service, and compliance.
• Guide clients and team in complex transactions and ensure exceptional client experience.
• Champion risk and control and monitor day-to-day operations for policy compliance.
• Promote products and digital channels to clients and educate on features and benefits.
• Provide ownership of client problems and resolve issues promptly and effectively.

Skills

Customer service

Digital engagement

Sales/referrals

Communication skills

Education

High School diploma or equivalent

Tools

NBS system

Cash recycler

Job description

Head Universal Banker at Citigroup Inc. leads branch team, delivering outstanding service while handling deposits, payments, new accounts, and card orders.

You mentor Universal Bankers, drive risk and control, promote digital channels, coach on sales and service, and ensure policy compliance across daily operations. The role is based in Palm Beach Gardens, FL, with frequent client interactions and a focus on Citi standards.