Universal Banker Job at Citi (New York)

Universal Banker

In this role, you will be integral to our Credit Union operations, assisting wit...

Location

United States , Auburn

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 1+ years of experience as a Universal Banker or similar role in the banking industry
Proven experience with cash activity, including cash handling and bank deposits
Exceptional customer service skills, including the ability to communicate clearly and professionally
Knowledge of Credit Union products and services is highly desirable
Ability to handle sensitive and confidential information with discretion
Proficient in using banking software and other related computer applications
Strong mathematical skills for the accurate handling of cash transactions
Excellent problem-solving skills to assist customers with their financial needs
Ability to multi-task and prioritize work effectively
High school diploma or equivalent required, Bachelor's degree in finance or related field is a plus

Job Responsibility

Facilitate member transactions (deposits, withdrawals, transfers, payments, etc.)
Open and service deposit accounts, consumer loans, and related financial products
Conduct needs-based analysis to recommend suitable products and services
Resolve member inquiries with a focus on cross-selling and exceeding service expectations
Ensure accuracy during loan and account processing while maintaining compliance with regulations
Balance cash and oversee daily branch operations when necessary
Build product knowledge, including IRAs, mortgages, and business solutions, and act as a referral point when needed
Travel to represent the Credit Union at different branch locations as required

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Head Universal Banker

The Head Universal Banker is a leadership role responsible for providing excepti...

Location

United States , New York

Salary:

56500.00 - 73700.00 USD / Year

Citi

Expiration Date

April 03, 2026

Requirements

2-4 years relevant experience
Experience with face-to-face customer service, digital engagement and basic sales/referrals
Open, client service orientation and desire to help customers is required
Excellent verbal and written communication skills
Analytical and problem solving skills
Basic computer and digital tools skills
High School diploma or equivalent

Job Responsibility

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

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

!

Universal Banker

The Universal Banker role consist of assisting clients providing exceptional cus...

Location

United States , Coral Gables, Florida

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

Requirements

Minimum 1 year of teller experience or equivalent cash‑handling experience in a financial or retail environment
Experience using customer‑facing transaction systems in retail or service environments, with the ability to quickly learn banking policies, teller functions, and related systems
Demonstrated ability to process transactions accurately and efficiently, with the capacity to learn more complex procedures as needed
Proven ability to deliver professional, client‑focused service and identify opportunities to refer or promote products and services that meet client needs
Ability to recognize cross‑sell opportunities and make appropriate product or service referrals
Ability to interpret or prepare detailed written materials and perform accurate mathematical calculations
Strong attention to detail, accuracy, and a high degree of security awareness
Understanding of applicable federal and state regulations governing teller operations and banking compliance
Professional demeanor and appearance
Ability to meet and exceed sales goals while maintaining exceptional client service standards

Job Responsibility

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience
Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time
when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs
Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction
Consistently meets and/or exceed assigned individual and team referral/sales goals
Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction
Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff
Maintains the highest level of confidentiality with all information obtained
Promotes the Bank’s products and services
Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability

What we offer

Medical
401(k)/Retirement Plans
Tuition Reimbursement
Holidays
Awards & Recognition
Flex Time

Fulltime

New

Universal Banker

The Universal Banker is an entry level position responsible for the assistance i...

Location

United States , New York

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

April 01, 2026

Requirements

1-3 years of relevant experience
Previous Retail Banking or similar experience required
Consistently demonstrates clear and concise written and verbal communication skills
High School diploma or equivalent
Bilingual English/Spanish speaking preferred

Job Responsibility

Assist in basic account opening for existing customer
Provide service delivery to internal/external customers to resolve account service issues
Execute financial transactions in accordance with bank policies and procedures
Refer opportunities to segment partners where appropriate
Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
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.

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Parttime

New

Universal Banker

The Universal Banker is an entry level position responsible for the assistance i...

Location

United States , New York

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

April 08, 2026

Requirements

1-3 years of relevant experience
Previous Retail Banking or similar experience required
Consistently demonstrates clear and concise written and verbal communication skills
High School diploma or equivalent

Job Responsibility

Assist in basic account opening for existing customer
Provide service delivery to internal/external customers to resolve account service issues
Execute financial transactions in accordance with bank policies and procedures
Refer opportunities to segment partners where appropriate
Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
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.

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Parttime

!

Corporate banker

Our client from banking sector is seeking an experienced banker in Warsaw.

Location

Poland , Warszawa

Salary:

12000.00 - 17000.00 PLN / Month

Randstad

Expiration Date

May 31, 2026

Requirements

university graduate or equivalent in Finance, Economics, Accounting, or a related field in Economics
fluent in Business English and Polish
more than 4 years experience in corporate banking sector
familiarity with financial market knowledge like European syndicated loans market and with Financial Crime Compliance Policy and good credit risk understanding
strong analytical and problem-solving skills
strong communication skills and teamwork spirit
proven successful business track record

Job Responsibility

carry out marketing and drive business growth in Poland and other CEE region
target and identify business opportunities, and accomplish the personal Key Performance Indicator
establish and maintain relationships with the designated existing clients of the bank
independently elaborate the marketing materials such as teaser, Term sheet, call report etc., conduct credit and KYC due diligence together with product and analytical team, negotiations in certain of credit conditions with clients, perform duration management for the assigned portfolio
handle and manage business transactions, including elaboration of credit due diligence, conduct financial modelling to support risk assessment and decision-making, documentation negotiation and other internal processes, coordination with Risk, Legal Department, KYC, Product and analytical team within the Bank
other tasks assigned by the Departmental Head

What we offer

stable employment
bonus system
opportunity to work and be a part of one of the largest multinational banking company in the world
friendly and multicultural atmosphere at work
office located in the city center
private medical care
life insurance
christmas gifts
dental care
retirement pension plan

Fulltime

Part-time Universal Banker

The Universal Banker is an entry level position responsible for the assistance i...

Location

United States , Miami

Salary:

41600.00 - 53830.00 USD / Year ▼

Citi

Expiration Date

Until further notice

Requirements

1-3 years of relevant experience
Previous Retail Banking or similar experience required
Consistently demonstrates clear and concise written and verbal communication skills
Bilingual English/Spanish Speaking Preferred
High School diploma or equivalent

Job Responsibility

Assist in basic account opening for existing customer
Provide service delivery to internal/external customers to resolve account service issues
Execute financial transactions in accordance with bank policies and procedures
Refer opportunities to segment partners where appropriate
Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
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.

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Parttime

Part-time universal banker

The Universal Banker is an entry level position responsible for the assistance i...

Location

United States , New York, Brooklyn

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

Until further notice

Requirements

1-3 years of relevant experience
Previous Retail Banking or similar experience required
Consistently demonstrates clear and concise written and verbal communication skills
High School diploma or equivalent

Job Responsibility

Assist in basic account opening for existing customer
Provide service delivery to internal/external customers to resolve account service issues
Execute financial transactions in accordance with bank policies and procedures
Refer opportunities to segment partners where appropriate
Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
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

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Parttime

Universal Banker

Citi

Location:
United States , New York

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 01, 2026

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