Head Universal Banker, Bilingual English/Spanish

Citi

. Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines .

Posted 10/10/2026full-timePembroke Pines • Florida • United StatesLead💰 $46,600 - $60,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in guiding Universal Bankers and Tellers while ensuring compliance and exceptional client service. Proficient in executing financial transactions and managing client relationships to drive sales and referrals.

Highest-signal resume keywords

Client Service OrientationSales ExperienceBilingual English/SpanishRisk AssessmentDigital Engagement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial TransactionsSalesAccount OpeningsCredit Card SalesReferral RoutinesCash ManagementComplianceDigital Self-Service EducationProblem SolvingBasic Computer Skills

Soft Skills

Excellent Communication SkillsCoachingMentoringAnalytical SkillsCustomer Service

Tools & Technologies

ATMOnline BankingMobile BankingDigital Tools

Industry Keywords

Universal BankingRetail BankingClient ExperienceRisk and ControlService Transactions

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines
Guide clients and team members in complex transactions and ensure exceptional client experiences
Monitor day-to-day operations, champion risk and control, and support the Branch Manager
Execute service transactions, sales, account openings, credit card sales, and referral routines
Educate clients on ATM, online, mobile, and other digital self-service channels
Identify client sales and service needs and convert service requests into sales or referrals
Connect clients with appropriate partners and specialists
Resolve client complaints, account service issues, and complex client needs
Execute financial transactions in accordance with bank policies and maintain daily drawer balancing
Manage cash supplies, vault cash, cash shipments, and cash transactions with tellers and ATMs as needed
Provide working leadership, assign work, offer technical guidance, and cover leadership responsibilities
Coach Universal Bankers and Tellers on digital capabilities, transaction processes, priorities, and sales and service processes
Assess risk, ensure compliance with applicable laws and regulations, and escalate control issues

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
Bilingual English/Spanish speaking preferred
High School diploma or equivalent

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 packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays