Head Universal Banker, Costa Mesa Harbor Branch

Workforcity

Costa Mesa, California, United States
Base: $53,670.00 - $70,030.00; bonus/equity: discr...
Not specified (assumed to be hybrid based on typical banking roles).
Exceptional service delivery
Client and team experiences
Risk and control championing
The Head Universal Banker position at Workforcity in Costa Mesa, California, is a leadership role focused on delivering exceptional customer service and driving sales while mentoring branch staff. The ideal candidate should possess strong customer service and sales skills, with a background in retail banking and digital engagement

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 and sales but also leads, coaches, and mentors team members, championing risk and control, and driving lobby leadership.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Match Score: 85

The Head Universal Banker position at Workforcity in Costa Mesa, California, is a leadership role focused on delivering exceptional customer service and driving sales while mentoring branch staff. The ideal candidate should possess strong customer service and sales skills, with a background in retail banking and digital engagement.

Salary

Base: $53,670.00 - $70,030.00; 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
  • Client and team experiences
  • Risk and control championing
  • Lobby leadership driving
  • Sales and service skills
  • Digital capabilities expertise
  • Financial transactions execution

Nice-to-have

  • Positive can-do attitude
  • Customer first culture
  • Motivate others
  • Foster teamwork
  • Empathy and initiative

Key Requirements

  • 2-4 years relevant experience
  • High School diploma or equivalent
  • Face-to-face customer service experience
  • Digital engagement experience
  • Basic sales/referrals experience
  • Open client service orientation
  • Basic computer and digital tools skills

Work Rights

Not specified

Tailored Resume

Cover Letter