Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe 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 (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The head universal banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards.
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, supporting the branch managerExhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: atm, online, mobile, etc.)Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture.Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactionsEnergetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referralsRequired to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work dayAbility to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, ipads, etc.)Connect clients to the appropriate partners as necessary (e.g. leverage video conference for fa, mortgage specialist, etc.)Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolutionRecognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as neededEducate clients on self-service capabilities and encourage use of digital service channels (e.g. online, mobile, atm, tcr, teller assist unit, if applicable, etc.)Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team membersEngage the citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with citiExecutes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancingListens carefully to the client and willingly assists with any questions or problems the client hasMakes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushedShows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as wellCreate a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationshipsAdheres to and comply with citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assetsDuties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch tellers and atms, as needed (including competence in using teller nbs system & cash recycler to assist customers)Good leadership skills and the ability to motivate othersActively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with citi's business plan goalsProviding working leadership and guidance to peer universal bankers or tellers through assignment of work and technical guidance, when neededAssisting and providing coverage for leadership team with leading by exampleProvide feedback to management on ways to enhance sales processes and service deliveryProviding coaching and education to the other universal bankers or tellers regarding digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologiesResolving complex client issues or needs; connect with relevant specialists or senior leaders as neededAppropriately assesses 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, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications :
2-4 years relevant experienceRequired skills:Experience with face-to-face customer service, digital engagement and basic sales/referalsOpen, client service orientation and desire to help customers is requiredSales experience desiredExcellent verbal and written communication skillsAnalytical and problem solving skillsBasic computer and digital tools skillsPreferred skills: retail experienceEducation :
high school diploma or equivalent Read LessDiscover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe associate banker safe act lo is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
Partner with banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clientsPartner with banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client eventsClient/prospect meetings - organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reportsIntroduce citi's value proposition to incoming employees at target firmsCultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional businessLeverage relationships to understand client needs and deepen citi's relationships with existing clientConstruct and execute marketing campaigns around our unique and tailored product offeringsWork closely with investments, credit, cash management, and financial planning teams to source opportunities, prepare client pitches, and deliver citi's full suite of banking and wealth management solutions to our clientsProvide complete service support to client, including solving complex client inquiriesAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:
3-7 years of relevant experiencePrior experience in wealth management or other financial services roles preferredAbility to manage relationships both internal and externalAbility to multi-taskFinra sie, series 7, series 66 required (or obtained within 120 days)Education:
Bachelor's/university degree or equivalent experiencePrimary location: washington district of columbia united states
Primary location full time salary range: $103,680.00 - $155,520.00
Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Read LessDiscover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe personal banker safe act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Work with business credit requests less than $250k, recognize/refer larger lending opportunities and cross sell treasury and related small business productsBuild referral business opportunities through centers of influence (cois) and the member get member (mgm) programAssist in strategies to grow the small business client and implement appropriate sales plans to target book of business customersDeliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experienceProvide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutionsUnderstand and comply with citibank policies, standards and proceduresAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of smart banking tools and technologiesNmls registration; safe act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducationBachelor's degree/university degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Read LessDiscover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe personal banker safe act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities:
Work with business credit requests less than $250k, recognize/refer larger lending opportunities and cross sell treasury and related small business productsBuild referral business opportunities through centers of influence (cois) and the member get member (mgm) programAssist in strategies to grow the small business client and implement appropriate sales plans to target book of business customersDeliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experienceProvide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutionsUnderstand and comply with citibank policies, standards and proceduresAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:
0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of smart banking tools and technologiesNmls registration; safe act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation:
bachelor's degree/university degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Good faith schedule - subject to change based on business needs:
Monday thru friday 9:00am to 5:30pm, saturday 9:30am-2:30pm. If working a saturday you work half one day during the week.
Job family group:
Consumer sales
Job family:
Branch sales
Time type:
Full time
Primary location:
San jose california united states
Primary location full time salary range:
$61,280.00 - $85,520.00
In addition to salary, citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Read LessDiscover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities:
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:
0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of Smart Banking tools and technologiesNMLS registration; Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation:
Bachelor's Degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Read LessWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion.
This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners.
This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early stage company life cycle. Requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.
Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
ResponsibilitiesResponsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis, proposal creation, solution presentation and close of saleDevelop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets.Interface with prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi treasury solutionsIdentify and coordinate new cross-sell opportunities with Coverage partnersBuild effective network working closely with overseas Citibank branches to design global treasury proposalsResponsible for monthly win/loss analysis ensuring MIS systemsBe responsible for an individual win goal in excess of $3Million annuallyBe part of a culture of responsible finance, good governance and supervision, expense discipline and ethicsAbility to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creationEstablished or understanding of innovations and disruptive technologies in the corporate treasury spaceDeep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impactStrong knowledge of the TTS and CCB cash management business, revenue drivers, and productsProven abilities to focus resources and leverage data and analysis to drive towards business objectivesDesire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutionsStrong self-motivation and ability to gather consensus on priorities and drive initiativesQualifications5+ years of relevant direct Treasury Services sales experience requiredCertified Treasury Professional (CTP) preferredProven track record of successful client-focused activity and ability to design best in class Treasury proposalsExperience in developing new business specific to treasury services with a focus on companies with revenue of $100MM - $5BN in annual sales revenueAdvanced knowledge of general banking operations, including treasury management, liquidity & investments, and/or other commercial banking products and servicesStrong problem solving and excellent interpersonal skillsCommitted, trusted team playerHigh energy with strong initiativeEfficient time management and organizational skills Read LessThe Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:
0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of Smart Banking tools and technologiesNMLS registration; Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation:
Bachelor's Degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
Primary Location: Oakland California United States
Primary Location Full Time Salary Range: $61,280.00 - $85,520.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills: Please see the requirements listed above.
Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Apr 06, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job OverviewThe 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 (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards.
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, supporting the Branch ManagerExhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture.Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactionsEnergetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referralsRequired to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work dayAbility to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolutionRecognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as neededEducate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team membersEngage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with CitiExecutes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancingListens carefully to the client and willingly assists with any questions or problems the client hasMakes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushedShows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as wellCreate a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationshipsAdheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assetsDuties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)Good leadership skills and the ability to motivate othersActively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goalsProviding working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when neededAssisting and providing coverage for leadership team with leading by exampleProvide feedback to management on ways to enhance sales processes and service deliveryProviding coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologiesResolving complex client issues or needs; connect with relevant specialists or senior leaders as neededAppropriately assesses 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, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:
2-4 years relevant experienceRequired Skills:Experience with face-to-face customer service, digital engagement and basic sales/referralsOpen, client service orientation and desire to help customers is requiredSales experience desiredExcellent verbal and written communication skillsAnalytical and problem solving skillsBasic computer and digital tools skillsPreferred Skills: Retail experienceEducation:
High School diploma or equivalentBilingual Spanish preferred but not required
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