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Vice President, Financial Planning Director (Philadelphia, PA)

Vice President, Financial Planning Director (Philadelphia, PA)

Vice President, Financial Planning Director (Philadelphia, PA)

Vice President, Financial Planning Director (Philadelphia, PA)

Deloitte LLP

Beratung, Consulting

Valley

  • Art der Beschäftigung: Vollzeit
  • 100.000 € – 200.000 € (von XING geschätzt)
  • Vor Ort

Vice President, Financial Planning Director (Philadelphia, PA)

Über diesen Job

Posted 4 months ago

Job Details

The Head Teller is an entry-level position responsible for executing day-to-day banking activities, including the delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to utilize banking knowledge to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.

Responsibilities:

  • Execute daily, weekly and monthly operational tasks, inspections and correspondence with virtual branch support
  • Lead and mentor tellers through assigning work and providing technical guidance when needed
  • Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
  • Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits, and maintaining branch vault cash
  • Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of customer and bank assets
  • Ensure all client needs are met and effectively manage any client issues/concerns, escalating as needed
  • Maintain working knowledge of client accounts as well as new and existing products and services offered
  • Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • Appropriately assess risk when business decisions are made, demonstrating particular 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:

  • 1 year relevant experience
  • Demonstrated sales and customer service experience
  • Money handling experience
  • Demonstrated leadership skills
  • Effective problem solving and communication skills
  • Ability to work well in a team oriented environment

Education:

  • High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Customer Service

Primary Location Full Time Salary Range:

$44,520.00 - $58,080.00

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 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:

Sep 01, 2025

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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 .

Required Skills

Gehalts-Prognose

Unternehmens-Details

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Deloitte LLP

Beratung, Consulting

London, Vereinigtes Königreich

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