Head Universal Banker, Simi Valley Branch
Core
Lead, coach, and mentor Universal Bankers and Tellers while executing service transactions and sales to drive client experience and revenue.
Role type
Senior IC branch leadership (Head Universal Banker)
Builds
Client accounts, credit cards, and digital adoption
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
face-to-face customer service, sales and referrals, risk and control monitoring, digital engagement, complex transaction handling, cash management, team coaching
Preferred skills
retail experience
Technologies
teller NBS system, cash recycler, tablets, iPads, smart phones (via careerplan.io/jobs/859038021384-head-universal-banker-simi-valley-branch-at-citi)
Responsibilities
Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines; Champion risk and control by monitoring day-to-day operations and ensuring compliance with policies; Execute financial transactions and sales including opening accounts and credit cards; Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs; Manage the supply of cash for branch needs including vault cash and cash shipments.