Senior Universal Banker Lead – Branch Sales & Service

Citigroup Inc.; Wantagh (NY); On-site; USD 57,000 - 74,000; Full time

Job summary

Citigroup Inc. in Wantagh, NY, is seeking a Head Universal Banker to lead the branch team, coach Universal Bankers and Tellers, and ensure excellent client experiences. You will execute service transactions, drive sales such as account openings and credit cards, and champion risk and control in daily operations.

The role emphasizes leadership, mentoring, and leveraging digital channels to deepen client relationships while maintaining Citi’s standards and policies.

Qualifications

• 2-4 years relevant experience.
• Experience with face-to-face customer service, digital engagement and basic sales/referrals.
• Excellent verbal and written communication skills.

Responsibilities

• Lead, coach, and support Universal Bankers and Tellers by modeling service 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.
• Promote products and services, educating clients on digital channels and self-service options.
• Own client problems to resolve complaints promptly and ensure satisfaction.

Skills

Customer service

Digital engagement

Sales referrals

Team coaching

Education

High School diploma or equivalent

Job description

Citigroup Inc. in Wantagh, NY, is seeking a Head Universal Banker to lead the branch team, coach Universal Bankers and Tellers, and ensure excellent client experiences. You will execute service transactions, drive sales such as account openings and credit cards, and champion risk and control in daily operations.

The role emphasizes leadership, mentoring, and leveraging digital channels to deepen client relationships while maintaining Citi’s standards and policies.