Senior Universal Banker & Branch Leader

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

Job summary

Citi is seeking a Head Universal Banker in Simi Valley, CA. The role leads a branch team, delivering exceptional service, coaching Universal Bankers and Tellers, and guiding sales activities such as openings of accounts and credit cards.

You will champion risk controls and ensure Citi standards are met. You will mentor staff, model customer-first service, and actively engage clients in digital channels while supporting complex transactions and maintaining regulatory compliance.

Qualifications

• High school diploma or equivalent required.
• Experience with face-to-face customer service and digital engagement.
• Open, client-service orientation and ability 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.
• Retail experience preferred.

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 ensuring an exceptional client experience.
• Champion risk and control by monitoring day-to-day operations and ensuring policy compliance.
• Present products and services, educate clients on digital channels, and convert service requests into sales or referrals.
• Provide ownership of client problems to resolve issues promptly and effectively.
• Foster a warm, welcoming environment and collaborate with the branch team to enhance the customer experience.

Skills

Face-to-face customer service

Digital engagement

Sales/referrals

Client service orientation

Sales experience

Verbal and written communication

Analytical problem solving

Basic computer skills

Retail experience

Education

High School diploma or equivalent

Tools

NBS system

Cash recycler

Job description

Citi is seeking a Head Universal Banker in Simi Valley, CA. The role leads a branch team, delivering exceptional service, coaching Universal Bankers and Tellers, and guiding sales activities such as openings of accounts and credit cards.

You will champion risk controls and ensure Citi standards are met. You will mentor staff, model customer-first service, and actively engage clients in digital channels while supporting complex transactions and maintaining regulatory compliance.