Head Universal Banker, Thousand Oaks/ Simi Valley Area
Core
Lead, coach, and support Universal Bankers and Tellers while executing service transactions and sales to drive client experiences and risk control.
Role type
Senior IC branch leadership (universal banker) (via careerplan.io/jobs/859037034851-head-universal-banker-thousand-oaks-simi-valley-area-at-citi)
Builds
Client service experiences, sales conversions, and branch operational compliance
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
face-to-face customer service, digital engagement, basic sales/referrals, verbal and written communication, analytical and problem solving, basic computer and digital tools
Preferred skills
Retail experience
Technologies
ATM, Online banking, Mobile banking, TCR, Teller Assist Unit, teller NBS system, cash recycler
Responsibilities
Lead, coach, and mentor Universal Bankers and Tellers on service behaviors, sales, and compliance routines; Execute service transactions (deposits, payments, card orders) and sales (accounts, credit cards); Champion risk and control by monitoring operations and ensuring policy compliance; Proactively engage clients in the lobby to identify financial needs and convert service requests into sales; Resolve complex client issues and complaints effectively; Manage cash supply, shipments, and vault cash including buying/selling cash; Educate clients on self-service digital channels and tools; Provide feedback to management on enhancing sales processes and service delivery.