Full-Time

Head Universal Banker

Bedford/Stuyvesant Branch

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Financial Services

Compensation Overview

$50k - $65.3kAnnually

+ Incentive Awards + Retention Awards

Entry, Junior

Brooklyn, NY, USA

Primary location is Brooklyn, New York, United States.

Category
Commercial Banking
Sales & Trading
Finance & Banking
Required Skills
Sales
Customer Service
Requirements
  • 1-3 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 is required
  • Sales experience desired
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
  • High School diploma or equivalent
Responsibilities
  • Exhibits 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 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
  • Required 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 day
  • Ability 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 resolution
  • Recognize transaction needs of clients, direct them to the 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 (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 members
  • Engage 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 Citi
  • Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
  • Listens carefully to the client and willingly assists with any questions or problems the client has
  • Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
  • Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
  • Create 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 relationships
  • Adheres 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 assets
  • Duties 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 others
  • Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals
  • Providing working leadership and guidance to peer Concierge or Tellers through assignment of work and technical guidance, when needed
  • Assisting and providing coverage for leadership team with leading by example
  • Provide feedback to management on ways to enhance sales processes and service delivery
  • Providing coaching and education to the other Concierge 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 technologies
  • Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed

Citigroup provides a wide range of financial products and services to various clients, including consumers, corporations, and governments. Its services encompass consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. Citi operates in over 160 countries, utilizing its global network and technology to offer solutions tailored to its diverse client base. The company generates revenue through interest from loans, fees from banking services, and commissions from investment activities. Unlike many competitors, Citi's extensive international presence and commitment to sustainability through ESG initiatives set it apart. The goal of Citigroup is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Stage

N/A

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's involvement in significant financial deals, such as the $41 million debt facility with Buyerlink, showcases its strong market presence and financial influence.
  • The company's focus on ESG initiatives aligns with growing global trends towards sustainability, potentially attracting more clients and investors.
  • Citi's technological innovations enhance its service delivery, offering employees opportunities to work with cutting-edge financial technologies.

What critics are saying

  • Operating in a highly competitive financial services market, Citi faces constant pressure to innovate and maintain its market share.
  • Global economic fluctuations and regulatory changes can impact Citi's operations and profitability, posing challenges for employees.

What makes Citigroup unique

  • Citi's extensive global network across 160 countries provides unparalleled access to cross-border financial services, setting it apart from regional competitors.
  • The company's commitment to ESG initiatives and technological innovation positions it as a forward-thinking leader in the financial services industry.
  • Citi's diverse range of services, from consumer banking to investment banking and wealth management, allows it to cater to a wide array of clients, unlike more specialized financial institutions.

Help us improve and share your feedback! Did you find this helpful?