Associate Banker Job at Barclays (Cardiff)

Associate Banker

The Associate Banker 2 is a developing professional role. Applies specialty area...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
Knowledge of investments is required
banking and credit products desirable
Ability to manage relationships both internal and external
Ability to multi-task
AMFI, NSFI certifications preferred
Bachelor's/University degree or equivalent experience

Job Responsibility

Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients
Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc
Provide complete service support to client, including solving complex client inquiries
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
Appropriately assess risk when business decisions are made

Fulltime

Underwriter

The Citi Wealth Residential Real Estate Mortgage Underwriter will serve as a pri...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

CeMAP qualified (or equivalent)
Strong Mortgage Regulatory knowledge and experience in the UK (and EU is preferable)
Strong and proven analytical, financial structuring and execution skills
Experience with regulatory internal and external audits beneficial
Bachelor's/University degree or equivalent experience
Excellent communication (verbal and written) and interpersonal skills
Ability to work under pressure and multi-task to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving
Display flexibility and independence in a demanding environment

Job Responsibility

Serve as primary contact for mortgage throughout the process
Structure and underwrite residential mortgage loans in accordance with established Product Programs
Prepare, maintain and communicate pipeline
Primary point of contact for obtaining credit documents and clearing underwriting conditions
Provide regular input to Bankers, Associate Bankers and management
Responsible for all activities from applications through underwriting submission
Assist with residential real estate portfolio management audits, reviews, and performance reporting
Assist with residential real estate projects across portfolio and technical developments

Fulltime

Residential Real Estate Mortgage Underwriter

The Citi Wealth Residential Real Estate Mortgage Underwriter will serve as a pri...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

CeMAP qualified (or equivalent)
Strong Mortgage Regulatory knowledge and experience in the UK (and EU is preferable)
Strong and proven analytical, financial structuring and execution skills
Experience with regulatory internal and external audits beneficial
Bachelor's/University degree or equivalent experience
Excellent communication (verbal and written) and interpersonal skills
Ability to work under pressure and multi-task to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving
Display flexibility and independence in a demanding environment

Job Responsibility

Serve as primary contact for mortgage process from inquiry to closing
Structure and underwrite residential mortgage loans in accordance with established Product Programs
Prepare, maintain and communicate pipeline
Primary point of contact for obtaining credit documents and clearing underwriting conditions
Provide input to Bankers, Associate Bankers and management
Responsible for all activities from applications through underwriting submission
Assist with residential real estate portfolio management audits, reviews, and performance reporting
Assist with residential real estate projects
Obtain relevant information from all parties in the lending cycle
Function as part of a deal team

Fulltime

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

New

Wealth at Work Associate Banker

The Associate Banker will provide excellent client service in partnership with t...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree or equivalent experience
Experience in a front office environment dealing directly with clients
A sound understanding of processing within a complex systems environment
Knowledge of Investments, banking and credit products
Ability to manage relationships both internal and external
Ability to multi-task
Strong analytical and communication (written and verbal) skills
Pro-active and driven with the initiative to identify and solve problems
Ability to work under pressure and adapt to ambiguity & change
Ability to challenge status quo and continuously optimize processes and tasks within own area of responsibility

Job Responsibility

Provide excellent client experience
Exceed client expectations by thoroughly understanding their problems and providing creative solutions
Partner with Bankers and maintain close contact with clients to develop comprehensive understanding of client needs
Support the Bankers with prospecting activities and deepening of existing client relationships
Provide sales support to the Bankers and work closely with product specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up
Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cash management, account maintenance, investments and liaise with clients to ensure the completion of required documentation
Secure Compliance & Processing
Ensure compliance with all legal and regulatory requirements
Appropriately assess risk when making business decisions and servicing clients, escalating, managing and reporting any risk or control issues
Maintain highest standards of confidentiality and trustworthiness in handling sensitive client information

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Transaction Services Specialist

The Transaction Services Specialist is a developing professional role. Deals wit...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years relevant experience (middle office, transitions, payments, banking etc.)
Ability to multi-task with strong organizational and time management skills
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Fluency in spoken and written English
Knowledge of investments, banking, and credit products is welcomed
University degree or equivalent experience would be preferable

Job Responsibility

Process all client related transactions in a professional and timely manner related to internal/external payment requests, Trade execution and all other types of transactions across banks internal systems
Understand how to execute transactions across the broad array of Citi products
Drive a service of excellence approach
Adhere to all regulatory, internal Compliance and AML policy requirements
Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures
Work closely with Associate Bankers, Client Service Officers and Client Account Officers in initiating and booking center locations
Respond promptly to all requests from initiating and booking centers promptly and effectively to resolve related problems

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Associate Banker Senior - Private Bank

The Associate Banker Senior is a seasoned professional role. Applies in-depth di...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Knowledge of investments is required
banking and credit products desirable
Ability to manage relationships both internal and external
Ability to multi-task
Fluent in english
AMIB3
Bachelor's/University degree or equivalent experience

Job Responsibility

Provide complete service support to client, including solving complex client inquiries
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
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.

Fulltime

Associate Banker

As an Associate Banker within Chase, you will represent our brand and culture wi...

Location

United States , The Woodlands

Salary:

Not provided

The Muse

Expiration Date

Until further notice

Requirements

Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity
Ability to quickly and accurately learn products, services, and procedures
Client service experience or comparable experience
High school diploma or GED equivalent

Job Responsibility

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures

What we offer

comprehensive health care coverage
on-site health and wellness centers
a retirement savings plan
backup childcare
tuition reimbursement
mental health support
financial coaching

Parttime

Associate Banker

Barclays

Location:
United Kingdom , Cardiff

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 06, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Associate Banker

Associate Banker

Underwriter

Residential Real Estate Mortgage Underwriter

Client Onboarding Project Specialist

Wealth at Work Associate Banker

Transaction Services Specialist

Associate Banker Senior - Private Bank

Associate Banker

Associate Banker

Barclays

Location:United Kingdom , Cardiff

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:February 06, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Associate Banker

Associate Banker

Underwriter

Residential Real Estate Mortgage Underwriter

Client Onboarding Project Specialist

Wealth at Work Associate Banker

Transaction Services Specialist

Associate Banker Senior - Private Bank

Associate Banker

Location:
United Kingdom , Cardiff

Category:
Banking

Contract Type:
Not provided

Job Posted:
February 06, 2026