Head Universal Banker, Mill Valley Downtown Branch

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.

• Lead, coach, and support Universal Bankers and Tellers
• Guide both clients and team members in the branch
• Champion risk and control
• Exhibits strong sales and service skills
• Act as a subject matter expert for the branch
• Provide exceptional service delivery to our internal and external customers
• Is knowledgeable about the client’s accounts and business with the bank
• Energetically greet and interact with clients on the bank floor
• Ability to use the various marketing tools and digital technology available in the branch
• Connect clients to the appropriate partners as necessary
• Take full ownership of clients’ problems to resolve client complaints/issues
• Recognize transaction needs of clients, direct them to the alternative self-service channels
• Educate clients on self-service capabilities and encourage use of digital service channels
• Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s)
• Engage the Citi client by welcoming them with a warm friendly smile
• Executes financial transactions in accordance with bank policies and procedures
• 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
• Shows initiative, empathy and proactively prevents and handles problems with clients
• Create a warm, welcoming and friendly environment for customers and employees
• Effectively executes all service transactions and sales referral routines
• Adheres to and complies with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures

• Experience with face-to-face customer service, digital engagement and basic sales/referrals
• Open, client service orientation and desire to help customers
• Sales experience desired
• Excellent verbal and written communication skills
• Analytical and problem solving skills
• Basic computer and digital tools skills

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

Discover your future at Citi