Head Universal Banker, Walnut Creek Branch

Publix Serving (Civica)

Walnut Creek, California, United States
Base: $56,500.00 - $73,700.00; bonus/equity: discr...
Not specified
Exceptional service delivery
Lead, coach, and mentor team
Champion risk and control
The Head Universal Banker position at Publix Serving (Civica) in Walnut Creek involves leading a team in delivering exceptional customer service and guiding clients through banking transactions. The role emphasizes sales, compliance, and risk management while maintaining a client-first culture

Job Summary

  • 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.

Matching Summary

Match Score: 75

The Head Universal Banker position at Publix Serving (Civica) in Walnut Creek involves leading a team in delivering exceptional customer service and guiding clients through banking transactions. The role emphasizes sales, compliance, and risk management while maintaining a client-first culture.

Salary

Base: $56,500.00 - $73,700.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Exceptional service delivery
  • Lead, coach, and mentor team
  • Champion risk and control
  • Drive lobby leadership
  • Proactively educate clients
  • Resolve account service issues

Nice-to-have

  • Positive, can-do attitude
  • Customer first culture
  • Foster teamwork in the branch
  • Promote digital capabilities

Key Requirements

  • 2-4 years relevant experience
  • High School diploma or equivalent
  • Experience with face-to-face customer service
  • Digital engagement and basic sales/referrals

Work Rights

Not specified

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