Head Universal Banker, Orinda Branch

Citigroup

Orinda, California, United States
Base: $56,500.00 - $73,700.00; bonus/equity: discr...
On-site
Lead coach and support universal bankers
Execute all service transactions and sales
Champion risk and control compliance
Citigroup is seeking a Head Universal Banker for its Orinda Branch, responsible for leading a team that provides exceptional customer service and drives sales within the branch. The ideal candidate will possess strong leadership, sales, and customer service skills, with a focus on compliance and operational excellence

Job Summary

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

Matching Summary

Match Score: 85

Citigroup is seeking a Head Universal Banker for its Orinda Branch, responsible for leading a team that provides exceptional customer service and drives sales within the branch. The ideal candidate will possess strong leadership, sales, and customer service skills, with a focus on compliance and operational excellence.

Salary

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

Skills & Requirements

Must-have

  • Lead coach and support Universal Bankers
  • Execute all service transactions and sales
  • Champion risk and control compliance
  • Guide clients in complex transactions
  • Engage clients in branch lobby for sales

Nice-to-have

  • Strong verbal and written communication skills
  • Positive can-do attitude and customer first culture
  • Ability to use digital marketing tools and tablets
  • Experience with face-to-face customer service
  • Desire to help customers proactively

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter