Head Universal Banker - Northbrook Branch

Overview

The 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 executes service transactions (deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) and leads, coaches, and mentors team members. The Head Universal Banker champions risk and control, drives lobby leadership, and ensures consistent delivery of client and team experiences aligned with the bank’s standards.

• 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 Manager.
• Exhibit 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 learn new and existing products through sales aids (features, benefits, fees, etc.) demonstrating a positive, can-do attitude and customer-first culture.
• Provide exceptional service delivery to internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Be knowledgeable about the client’s accounts and business with the bank and use sound judgment with customers and transactions.
• Energetically 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 referrals.
• Engage clients in the branch lobby to demonstrate digital capabilities and identify financial needs; may require standing 60-70% of the work day.
• Ability to use marketing tools and digital technology in the branch to present product offers and financial solutions (e.g., sales wall, tablet, smartphones, workbench, iPads).
• Connect clients to appropriate partners as necessary (e.g., leverage video conference for financial advisor, mortgage specialist, etc.).
• Take full ownership of clients’ problems to resolve complaints/issues promptly and effectively to ensure complete client satisfaction with resolution.
• Recognize transaction needs of clients, direct them to alternative self-service channels, and provide assistance with self-service as needed.
• Educate clients on self-service capabilities and encourage use of digital service channels (Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable).
• Exercise ownership and ensure follow-up items are completed or handed off to the appropriate individuals, working harmoniously with multiple team members.
• Engage the Citi client by welcoming them with a warm, friendly smile and using the client name whenever possible, and thanking them for doing business with Citi.
• Execute financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing.
• Listen carefully to the client and assist with questions or problems the client has.
• Ensure needs are met before concluding the transaction to make the client feel their time is valued without feeling rushed.
• Show initiative and empathy and proactively prevent and handle problems with clients while assisting other tellers.
• Create a warm, welcoming environment and foster teamwork in the branch to ensure a positive overall customer experience.
• Effectively execute all service transactions and sales referrals to deepen client relationships.
• Adhere to Citibank policies, standards, operational controls, and regulatory procedures to ensure safety and security of customer and bank assets.
• Manage cash for branch needs, including cash shipments and vault cash management, and use teller NBS system and cash recycler to assist customers as…