Lead Universal Banking Specialist

1 week ago


Los Angeles, California, United States 00002 Citibank, N.A. Full time

Lead Universal Banking Specialist Job Overview

The Lead Universal Banking Specialist is tasked with delivering outstanding service to both internal and external clients in collaboration with the Branch team. The primary goal is to efficiently manage all service transactions and sales referral processes to enhance client relationships.

Key Responsibilities:

  • Demonstrate exceptional sales and service capabilities, showcasing products and services while proactively guiding clients on utilizing available access channels.
  • Serve as a subject matter expert for the branch, adapting to position requirements based on branch coverage needs.
  • Engage in continuous learning of new and existing products through sales tools, fostering a positive attitude and a customer-first culture.
  • Deliver outstanding service to resolve account-related issues and effectively address customer inquiries.
  • Possess in-depth knowledge of client accounts and exercise sound judgment in customer interactions and transactions.
  • Proactively greet and engage with clients on the bank floor to identify and address their sales and service needs.
  • Approach and engage clients in the branch lobby to showcase expertise in digital capabilities.
  • Utilize various marketing tools and digital technologies available in the branch to present product offerings and financial solutions.
  • Connect clients with the appropriate partners as necessary.
  • Take full responsibility for resolving client complaints and issues promptly.
  • Recognize clients' transaction needs and provide assistance with self-service options as required.
  • Educate clients on self-service capabilities and encourage the use of digital service channels.
  • Exercise ownership to ensure all follow-up items are completed or delegated to the appropriate individuals.
  • Welcome clients warmly, expressing gratitude for their business.
  • Execute financial transactions in compliance with bank policies and procedures.

Qualifications:

  • 1-3 years of relevant experience.
  • Required Skills: Proficiency in face-to-face customer service, digital engagement, and basic sales/referrals.
  • Open, client-focused orientation with a strong desire to assist customers.
  • Sales experience is preferred.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving abilities.

Preferred Skills:

  • Experience in retail environments.

Education:

  • High School diploma or equivalent.

Job Family Group:

Customer Service

Job Family:

Branch Service

Time Type:

Full time



  • Los Angeles, California, United States PNC Financial Services Group Full time

    Position OverviewAs a Lead Banking Consultant within the PNC Financial Services Group, you will play a pivotal role in delivering exceptional banking solutions to our high-net-worth clientele. Your expertise will be crucial in identifying and promoting banking products and services tailored to meet the unique needs of our clients.Key Responsibilities-...


  • Los Angeles, California, United States Sumitomo Mitsui Banking Corp Full time

    About the Role**Job Summary:**The Wire Transfer Specialist is a key member of the Sumitomo Mitsui Banking Corp team, responsible for performing operational support duties of the Wire Transfer Department under general supervision. This role requires attention to detail, strong analytical skills, and excellent communication abilities.Key...


  • Los Angeles, California, United States Citizens Business Bank Full time

    About the RoleWe are seeking a highly skilled Business Development Manager to join our team at Citizens Business Bank. As a key member of our Commercial Banking team, you will be responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients.Key ResponsibilitiesDevelop and implement business strategies to drive growth...


  • Los Angeles, California, United States Sumitomo Mitsui Banking Corp Full time

    About the RoleThe Wire Transfer Specialist is a key member of the Operations team at Sumitomo Mitsui Banking Corp, responsible for ensuring the smooth execution of wire transfer operations. This role requires attention to detail, strong analytical skills, and excellent communication abilities.Key ResponsibilitiesValidate wire requests from customers and...


  • Los Angeles, California, United States Allied Universal Full time

    Job Summary:Allied Universal is seeking a highly motivated and detail-oriented Security Bike Patrol Officer to join our team. As a Security Officer at Allied Universal, you will be responsible for the security and safety of our clients' properties and personnel.Key Responsibilities:Be responsible for the security and safety of the client's property and...


  • Los Angeles, California, United States Xtended Resources Full time

    Job OverviewPosition Summary:We are looking for a meticulous and service-oriented Customer Service Banking Specialist to enhance our operations at Xtended Resources. In this role, you will represent our financial institution, delivering outstanding service to clients by managing their monetary transactions with precision and care. Your duties will encompass...


  • Los Angeles, California, United States Sumitomo Mitsui Banking Corp Full time

    ABOUT THE ORGANIZATIONSumitomo Mitsui Banking Corp is dedicated to meeting the unique financial needs of middle-market enterprises, including manufacturers, wholesalers, distributors, importers, exporters, and service providers.The expected salary range for this position is between $148,000.00 and $165,000.00. The specific salary offered will depend on the...


  • Los Angeles, California, United States 00002 Citibank, N.A. Full time

    Job SummaryThe Head Universal Banker is a key role within 00002 Citibank, N.A. responsible for delivering exceptional customer service and sales expertise to internal and external clients. This position requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesCustomer...

  • Security Officer

    7 days ago


    Los Angeles, California, United States Allied Universal Inc Full time

    About Allied Universal IncAllied Universal Inc is a leading security and facility services company that provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve.Job SummaryWe are seeking...


  • Los Angeles, California, United States augmentjobs Full time

    Job OverviewPosition Summary: The University Talent Acquisition Specialist is tasked with overseeing and executing the recruitment process for internships and entry-level roles by fostering connections with colleges, universities, and other educational institutions. This position involves crafting and implementing strategies to attract exceptional talent...


  • Los Angeles, California, United States Citizens Business Bank Full time

    Job SummaryThe Commercial Banking Relationship Manager is responsible for developing and managing a portfolio of commercial and/or commercial real estate clients, leading to commercial and/or commercial real estate loans, deposits, and other banking products offered by Citizens Business Bank.Key ResponsibilitiesDevelop and manage a portfolio of commercial...


  • Los Angeles, California, United States Denali Universal Services Full time

    Job SummaryDenali Universal Services is seeking a highly skilled Security Operations Specialist to join our team. As a Security Operations Specialist, you will play a critical role in maintaining the safety and security of our work sites, personnel, and assets.Key Responsibilities:Monitor and control access to sensitive areas and assetsOperate and maintain...

  • Senior Banking Advisor

    12 hours ago


    Los Angeles, California, United States PNC Financial Services Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Banking Advisor to join our PNC Private Bank team. As a Senior Banking Advisor, you will be responsible for identifying and selling advanced banking products and services to high-net-worth clients, ensuring compliance with current banking policies and regulations, and providing leadership...


  • Los Angeles, California, United States The Goldman Sachs Group Full time

    About the RoleWe are seeking a highly skilled Investment Banking/Financial Modeling Specialist to join our team at The Goldman Sachs Group. As a key member of our team, you will be responsible for providing financial modeling and analysis support to our clients and internal stakeholders.Key ResponsibilitiesDevelop and maintain complex financial models to...


  • Los Angeles, California, United States Mufgamericas Full time

    About MufgamericasMufgamericas is a leading investment bank that provides strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our team of experts has over three decades of experience in M&A, capital raising, and strategic advisory services.Job SummaryWe are seeking a highly motivated and...


  • Los Angeles, California, United States Workway Full time

    Workway BancForce is a leading national staffing agency dedicated to connecting qualified candidates with exceptional career opportunities across various sectors. Our focus is on a candidate-centric approach, ensuring job seekers find the right fit for their skills and aspirations. We are currently seeking a New Accounts/CSR Representative to fulfill the...


  • Los Angeles, California, United States Workway Full time

    Workway BancForce is a leading national staffing agency dedicated to connecting skilled job seekers with direct hire, temp-to-hire, and temporary roles across various specialized sectors. Our focus is on a candidate-centric approach to help individuals discover their next career path. We are currently seeking a New Accounts/CSR Representative to undertake...


  • Los Angeles, California, United States Western Alliance Bank Full time

    About the ProgramWestern Alliance Bank is seeking talented individuals to participate in its Commercial Banking Development Program. This 18-month program is designed to provide participants with real-life experience as a Credit Analyst, working alongside a team of experts in one of our business lines.Key ResponsibilitiesGain specialized skills and knowledge...


  • Los Angeles, California, United States California State University, Northridge Full time

    Job SummaryThe Disbursement Lead is responsible for overseeing the day-to-day activities in the Disbursements Office at California State University, Northridge. This role entails ensuring the timely, efficient, and accurate disbursement of funds, including financial aid, tuition/fee refunds, scholarships, and loan checks.Key ResponsibilitiesDisbursement...


  • Los Angeles, California, United States Sumitomo Mitsui Banking Corp Full time

    About the RoleThe Senior Relationship Manager position is a key component of the Specialty Deposits team at Sumitomo Mitsui Banking Corp. This role focuses on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management, and international bank...