Universal Banker Lead

1 week ago


Los Angeles, California, United States Citigroup Inc Full time
About the Role

The Head Universal Banker is a key member of our team, responsible for delivering exceptional service to our clients and internal stakeholders. This role requires a strong focus on sales and service, with a deep understanding of our products and services.

Key Responsibilities
  • Client Service: Provide exceptional service to clients, responding to their needs and resolving any issues in a timely and professional manner.
  • Sales and Referrals: Identify opportunities to sell and refer products and services to clients, with a focus on deepening client relationships.
  • Product Knowledge: Stay up-to-date on our products and services, with a focus on understanding their features, benefits, and fees.
  • Team Leadership: Provide guidance and support to team members, with a focus on developing their skills and knowledge.
  • Branch Operations: Assist with branch operations, including managing cash and supplies, and maintaining a clean and organized workspace.
Requirements
  • Experience: 1-3 years of experience in a customer-facing role, with a focus on sales and service.
  • Skills: Excellent communication and interpersonal skills, with a focus on building strong relationships with clients and colleagues.
  • Education: High school diploma or equivalent.

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