Citigroup

Citigroup

Head Universal Banker, Irvine Branch

Irvine California United States, USA · Full-time

Sponsorship not specified$60k-$70kDetected 1 day ago
SalesCustomer SupportLeadershipCommunicationProblem SolvingMentoringPublic Speaking

About the role

  • Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
  • Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
  • Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals.

Responsibilities

  • Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
  • Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience.
  • Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)

Requirements

  • 2-4 years relevant experience
  • Required Skills:
  • Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients.
  • Open, client service orientation and desire to help customers is required
  • Education:

Nice to have

  • Preferred Skills: Retail experience

Skills

  • Experience with face-to-face customer service, digital engagement and basic sales/referrals
  • Sales experience desired
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
  • Preferred
  • Retail experience
  • High School diploma or equivalent
  • Job Family Group:
  • Consumer Sales ------------------------------------------------------
  • Branch Sales ------------------------------------------------------
  • Full time ------------------------------------------------------

Compensation

  • In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
  • $53,670.00 - $70,030.00

Benefits

  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
  • Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
  • Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture.
  • Assisting and providing coverage for leadership team with leading by example
  • For additional information regarding Citi employee benefits, please visit citibenefits.com.

Company info

  • The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team.
  • This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members.
  • The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards
  • Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
  • Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
  • Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)

Equal opportunity

  • View Citi's EEO Policy Statement and the Know Your Rights poster.
  • If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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This listing is sourced directly from Citigroup's careers page and normalized into a canonical job model.