Head Universal Banker, San Rafael Branch at Citi

San Rafael, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Digital Engagement, Communication Skills, Analytical Skills, Problem Solving, Leadership, Teamwork, Coaching, Service Delivery, Compliance, Transaction Management, Client Relationship Management, Self-Service Education, Cash Management, Technical Guidance

Industry

Financial Services

Description

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. Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) 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. 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 Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals 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. May require standing 60-70% of the work day Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as needed Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing Listens carefully to the client and willingly assists with any questions or problems the client has Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships 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) Good leadership skills and the ability to motivate others Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed Assisting and providing coverage for leadership team with leading by example Provide feedback to management on ways to enhance sales processes and service delivery Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed 2-4 years relevant experience Required Skills: Experience with face-to-face customer service, digital engagement and basic sales/referrals Open, client service orientation and desire to help customers is required Sales experience desired Excellent verbal and written communication skills Analytical and problem solving skills Basic computer and digital tools skills Preferred Skills: Retail experience High School diploma or equivalent ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 22, 2026 ------------------------------------------------------

Responsibilities

Lead and support Universal Bankers and Tellers while ensuring compliance and exceptional client experiences. Provide guidance on complex transactions and promote digital capabilities to meet client needs.