Head Universal Banker, Chula Vista Branch
$53.67k - $70.03kCitibank (Switzerland) AG
- # Head Universal Banker, Chula Vista BranchApplylocations: Chula Vista California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26975253The 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 not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank’s standards**Responsibilities**:* 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* 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 Universal Bankers 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 Universal Bankers 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* Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.**Qualifications**:* 2-4 years relevant experience* Required Skills:* 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* Preferred Skills: Retail experience**Education**:* High School diploma or equivalent------------------------------------------------------## **Job Family Group:**Consumer Sales------------------------------------------------------## **Job Family:**Branch Sales------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Chula Vista California United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$53,670.00 - $70,030.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.------------------------------------------------------## **Most Relevant Skills**Please see the requirements listed above.------------------------------------------------------## **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------## **Anticipated Posting Close Date:**Jul 06, 2026------------------------------------------------------*Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.**If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.*
- J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Head Universal Banker, Chula Vista Branch in Chula Vista, CA vacancy
$53.67k - $70.03k
Citigroup Inc. is seeking a Head Universal Banker in Chula Vista, California, responsible for leading the branch team in delivering exceptional service and mentoring staff. The role includes executing transactions, guiding clientele, and ensuring compliance with bank policies...Suggested- Citigroup Inc. is seeking a Head Universal Banker in Chula Vista, California. This leadership role is pivotal in delivering exceptional service to clients and coaching branch staff. Responsibilities include leading a team, executing service transactions, managing compliance...Suggested
- ...Overview The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events,...SuggestedHourly payPart time
Citi
Chula Vista, CA4 days ago $53.67k - $70.03k
Citi in Chula Vista, California is seeking a Branch Sales Leader to guide and support Universal Bankers and Tellers. This role involves ensuring a superb client experience and managing compliance with bank policies. The ideal candidate will possess strong sales skills,...Suggested$250k
The Personal Banker SAFE Act is an entry level position responsible... ...Provide Tellers and other branch staff with coaching and guidance... ...Education Bachelor's Degree/University degree or equivalent... .... Location Primary Location: Chula Vista, California, United States Salary...SuggestedFull time- Citibank (Switzerland) AG is seeking a Head Universal Banker for its Chula Vista Branch. This leadership position requires enhancing customer service and supporting branch staff in their service delivery. The role emphasizes compliance monitoring and proactive sales strategies...
$23 - $26 per hour
Branch Network - Chula Vista, 1170 Broadway Suite 110, Chula Vista, California, United States of America Job Description Posted Monday, June 29, 2026 at 7:00 AM Relationship Banker Compensation: $23.00 - $26.00 per hour, plus incentives Actual compensation within this...Hourly pay$22 - $27.5 per hour
...is seeking a Teller to join our National Branch Network. In this front line, customer... ...customers and connect them to the right banker for more detailed product conversations.... ...Posting Location(s): ~444 H Street Chula Vista, CA 91910 @RWF22 Pay Range...Work experience placementWells Fargo
Chula Vista, CA2 days ago- Citi is looking for an entry-level Universal Banker in Chula Vista, California. This role is vital for assisting in sales and service activities while... ...account opening, resolve service issues, and support branch sales activities. The ideal candidate has 1-3 years of relevant...
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- Citi is seeking a Personal Banker in Chula Vista, California, responsible for assisting in the sales execution and fostering customer relationships... ...and provide exceptional service through calls and coaching branch staff. Ideal candidates should possess a Bachelor's degree...
$21.5 - $27.5 per hour
...per hour ($19.50-25.50/hr. base pay + $2.00/hr. worked at this Branch location) ~$30/month mobile phone stipend ~ Career... ...per week) at this Moneytree Branch: 1111 Broadway, Suite 308, Chula Vista, CA Branch Hours: Mon-Fri 8 am-8 pm, Sat 9 am-7 pm, Sun 10...Hourly payFull timeAfternoon shiftMoneytree
Chula Vista, CA2 days ago$21.5 - $27.5 per hour
...per hour ($19.50-25.50/hr. base pay + $2.00/hr. worked at this Branch location) Career development and promotion opportunities... ...position at this Moneytree Branch: 1111 Broadway, Suite 308, Chula Vista, CA Branch Hours: Mon-Fri 8 am-8 pm, Sat 9 am-7 pm, Sun 10 am-...Hourly payFull timeAfternoon shiftMoneytree
Chula Vista, CA3 days ago$25 - $27.88 per hour
Dormont Manufacturing Co is seeking a dedicated client engagement representative in Chula Vista, CA. The role involves assisting clients with transactions and providing financial advice through self-service technologies. The ideal candidate must possess strong communication...Hourly pay$25.97 - $31.75 per hour
Bank of America is looking for a client-oriented professional in Chula Vista to serve as the first point of contact for financial center clients. This role involves uncovering personal banking needs and connecting clients with specialists. Responsibilities include managing...Hourly pay$100k
...Searching for Real Estate Agents in Chula Vista, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Chula Vista, California. Applicants without a real estate license are invited to apply...Hourly payFull timeFor contractorsColdwell Banker
Chula Vista, CA2 days ago- ...Citigroup Inc. is looking for an entry-level Personal Banker in Chula Vista, California. This role involves assisting in sales and service activities, focusing on building customer loyalty and increasing sales to individual clients. Responsibilities include handling business...
Citigroup Inc
Chula Vista, CA1 day ago $25 - $27.88 per hour
...States of America) Hours Per Week 40 Pay Transparency details US - CA - Bonita - 4420 Bonita Rd - BONITA BC (CA0171), US - CA - Chula Vista - 1735 EASTLAKE PKWY (CA0250), US - CA - Chula Vista - 295 E St - Chula Vista Main (CA0122), US - CA - Chula Vista - 801 3rd Ave...Hourly payFlexible hoursShift workWeekend workDay shift$23 - $26 per hour
Mission Fed is hiring a Relationship Banker in Chula Vista, California. This role involves serving as a financial partner, helping members with various services including account openings and loan applications. The position offers competitive compensation between $23.00...Hourly pay$25 - $26.77 per hour
...States of America) Hours Per Week: 40 Pay Transparency details US - CA - Bonita - 4420 Bonita Rd - BONITA BC (CA0171), US - CA - Chula Vista - 1735 EASTLAKE PKWY (CA0250), US - CA - Chula Vista - 295 E St - Chula Vista Main (CA0122), US - CA - Chula Vista - 801 3rd Ave...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...promotions, ascertaining customers' needs, and directing customers to a branch representative. Completes special requests by closing... ...and currency and turns in excess cash and mutilated currency to head teller. Complies with bank operations and security procedures...Night shift
$22 - $27.19 per hour
...Service Representative (FSR) is based in a branch. This position works within established... ...assistance Get notified about new Personal Banker jobs in Imperial Beach, CA . U.S. Private... ...or Executive Director Personal Banker (Universal Service Representative ): MCRD JPMorgan Private...Full timeWork at office- ...Supervisor and/or Teacher, assist in the instruction of the Early Head Start or Head Start children, assist in developing and... ...development (with a grade of "C" or better) from an accredited college/university. Experience working or volunteering in a childcare or preschool...
$23 - $25 per hour
...and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. We’re looking for people who want more than just a job - who want to make a difference in the communities where we live and work....Full timeTemporary workLocal area- ...offer. Through our industrial go-karts and excellent staff, our passion is to show the world how fun karting can actually be. As a Head Mechanic, you will service and maintain our fleet of state-of-the-art, high performance, high speed electric go karts. Duties and...Weekend work
- ...refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties & Responsibilities May be required to work weekends and/or extended hours, to include...Part timeMonday to FridayWeekend work
San Diego County Credit Union
National City, CA4 days ago - Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Work at officeFlexible hoursShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head Universal Banker, Chula Vista Branch. Be the first to apply!
