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Syosset

    Head Universal Banker - Syosset, United States - Citibank

    Citibank
    Citibank Syosset, United States

    3 weeks ago

    Default job background
    Full time
    Description


    The Head Concierge is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team.

    The overall objective is to effectively execute 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.

    .

    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

    Qualifications:
    1-3 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:
    Customer Service


    Job Family:
    Branch Service


    Time Type:
    Full time


    Primary Location:
    Syosset New York United States


    Primary Location Full Time Salary Range:
    $50, $65,270.00
    In 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 Available offerings may vary by jurisdiction, job level, and date of hire.



    Anticipated Posting Close Date:
    May 07,
    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "

    EEO is the Law

    " poster. View the

    EEO is the Law Supplement

    .
    View the

    EEO Policy Statement

    .
    View the

    Pay Transparency Posting

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