Head Universal Banker, Lafayette Branch

Citi Handlowy

Lafayette, California, United States
Base: $56,500.00 - $73,700.00; bonus/equity: discr...
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Lead coach and support universal bankers
Execute financial transactions daily
Champion risk and control compliance
** Citi Handlowy is seeking a Head Universal Banker for its Lafayette Branch, responsible for leading a team to provide exceptional customer service, execute transactions, and drive sales. The role emphasizes coaching, compliance, and delivering a positive client experience while managing branch operations. **

Job Summary

  • The Head Universal Banker is a leadership role responsible for guiding the branch team while executing all service transactions and sales activities.
  • This position requires championing risk and control by monitoring operations and ensuring strict compliance with bank policies and regulatory procedures.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Head Universal Banker for its Lafayette Branch, responsible for leading a team to provide exceptional customer service, execute transactions, and drive sales. The role emphasizes coaching, compliance, and delivering a positive client experience while managing branch operations. **

Salary

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

Skills & Requirements

Must-have

  • Lead coach and support Universal Bankers
  • Execute financial transactions daily
  • Champion risk and control compliance
  • Drive lobby leadership and sales
  • Engage clients in digital capabilities

Nice-to-have

  • Strong verbal and written communication skills
  • Analytical and problem-solving abilities
  • Positive can-do attitude
  • Experience with face-to-face customer service
  • Desire to help customers proactively

Key Requirements

  • 2-4 years relevant experience
  • High School diploma or equivalent
  • Sales experience desired
  • Retail experience preferred

Work Rights

Not specified

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