Head Universal Banker

Citi

. Lead, coach, mentor, and support Universal Bankers and Tellers .

Posted 9/18/2026full-timeWest Palm Beach • Florida • United StatesLead💰 $46,600 - $60,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and sales, with a strong focus on digital engagement and transaction processes. Capable of leading and mentoring team members while ensuring compliance with banking policies and operational controls.

Highest-signal resume keywords

Customer Service OrientationSales ExperienceDigital EngagementCash ManagementLeadership and Coaching

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales TransactionsAccount OpeningsCredit Card SalesRisk AssessmentFinancial TransactionsCash BalancingProblem SolvingAnalytical SkillsDigital Tools ProficiencyRetail Experience

Soft Skills

Excellent Communication SkillsClient EngagementTeam CollaborationMentoringProactive Problem Solving

Tools & Technologies

Teller NBS SystemCash RecyclerBranch Marketing ToolsDigital Channels

Industry Keywords

Banking PoliciesOperational ControlsRegulatory ProceduresClient NeedsService Delivery

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Lead, coach, mentor, and support Universal Bankers and Tellers
Execute service transactions, sales, account openings, credit card sales, and referral routines
Guide clients and team members through complex transactions
Monitor day-to-day operations and champion risk and control
Present products and services and educate clients on ATM, online, mobile, and other digital channels
Act as a branch subject matter expert and flex based on coverage needs
Resolve account service issues, customer inquiries, complaints, and complex client needs
Engage clients proactively to identify sales and service needs and convert service requests into sales or referrals
Use branch marketing tools and digital technology to present product offers and financial solutions
Connect clients with appropriate partners and specialists
Educate clients on self-service capabilities and encourage digital channel usage
Complete follow-up items and collaborate with branch team members
Execute financial transactions in accordance with bank policies while maintaining daily drawer balancing
Manage cash supplies, incoming and outgoing cash shipments, vault cash, and cash transactions with Tellers and ATMs as needed
Promote and participate in branch incentive and sales and service programs
Provide working leadership, work assignments, technical guidance, and leadership coverage
Provide management feedback on sales processes and service delivery
Coach Universal Bankers and Tellers on digital capabilities, transaction processes, priorities, and sales and service procedures
Assess risk, safeguard Citi, client, and bank assets, and escalate control issues transparently

Requirements

What you’ll need

2-4 years relevant experience
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
Retail experience preferred
High School diploma or equivalent
Ability to comply with Citibank policies, standards, operational controls, and legal, corporate, and regulatory procedures
Ability to manage cash, cash shipments, vault cash, teller NBS system, and cash recycler as needed
Ability to stand 60-70% of the work day

Benefits

Comp & perks

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off, including planned time off (vacation), unplanned time off (sick leave), and paid holidays