Head Universal Banker, Eastlake Branch- Chula Vista
Core
Lead, coach, and mentor Universal Bankers and Tellers while executing complex service transactions and driving sales in a branch environment.
Role type
Senior IC Head Universal Banker
Builds
Client relationships and branch revenue through service delivery and product sales
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
face-to-face customer service, digital engagement, basic sales/referrals, complex transaction handling, risk and control monitoring, cash management, leadership and coaching, compliance adherence
Preferred skills
Retail experience
Technologies
teller NBS system, cash recycler, tablets, iPads, smart phones, sales wall
Responsibilities
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, and supporting the Branch Manager; Execute financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing; Manage the supply of cash for branch needs, including incoming/outgoing cash shipments and vault cash management; Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs; Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.); Provide feedback to management on ways to enhance sales processes and service delivery; Provide coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities; Resolve complex client issues or needs; Connect with relevant specialists or senior leaders as needed; Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations.
Seniority
Senior, hands-on IC
