Head Universal Banker – Nassau South Area

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.

Requirements

• Lead, coach, and support Universal Bankers and Tellers
• Guide clients and team members in complex transactions
• Champion risk and control
• Exhibits strong sales and service skills
• Act as a subject matter expert for the branch
• Provide exceptional service delivery to internal and external customers
• Energetically greet and interact with clients on the bank floor
• Use various marketing tools and digital technology to present product offers
• Connect clients to appropriate partners
• Take full ownership of clients' problems to resolve client complaints/issues
• Recognize transaction needs of clients and direct them to alternative self-service channels
• Educate clients on self-service capabilities and encourage use of digital service channels
• Execute financial transactions in accordance with bank policies and procedures
• Show initiative, empathy, and proactively prevent and handle problems with clients
• Create a warm, welcoming, and friendly environment for customers and employees
• Effectively execute all service transactions and sales referral routines
• Adhere to and comply with Citibank policies, standards, operational controls
• Provide working leadership and guidance to peer Universal Bankers or Tellers
• Assist and provide coverage for leadership team with leading by example
• Provide feedback to management on ways to enhance sales processes and service delivery
• Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed

Benefits

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages