Universal Banker Job at Citi (New York, Brooklyn)

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

New

Universal Banker

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

Location

United States , Monterey Park

Salary:

47510.00 - 61990.00 USD / Year ▼

Citi

Expiration Date

March 06, 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

Parttime

!

Corporate trainer

Learning & Development Corporate Trainer responsible for designing, delivering, ...

Location

United States , Albuquerque

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience in training, education, or a related field
4–10 years of experience in corporate training or learning and development roles
Strong facilitation skills and expertise in developing curriculum tailored to diverse audiences
Proficiency in Microsoft Office 365, particularly PowerPoint, for creating engaging training materials
Excellent communication and documentation abilities to convey complex concepts clearly
Strong organizational and analytical skills to manage multiple programs and training initiatives
Ability to work independently and adapt to a flexible schedule

Job Responsibility

Designing, delivering, and continuously improving training programs across the organization
Supporting core banking system training, retail team development, Universal Banker I/II/III programs, financial literacy initiatives, leadership and coaching development, and new employee onboarding
Creating and maintaining structured curriculum (PowerPoint presentations, facilitator guides, participant materials, assessments)
Conducting instructor-led, virtual, and hybrid training sessions
Facilitating in-person teller system training in Santa Fe
Partnering cross-functionally with Retail, Operations, HR, and Executive Leadership
Serving as a subject matter resource for core operating systems (Jack Henry Synergy preferred)
Translating system upgrades and policy changes into effective training
Maintaining audit-ready documentation and training records
Evaluating training effectiveness and recommending improvements

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan
Access to top jobs, competitive compensation and benefits, and free online training

12 Month Internship - UK Financial Institutions Coverage - Hedge Funds

Supporting the Senior Banker for UK Hedge Funds within the UK Financial Institut...

Location

United Kingdom , London

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

University degree
Knowledge in the field of business or corporate banking
Good knowledge of financial analysis
Proactive
Team-player
Good interpersonal skills
Ability to work well under pressure
Ability to prioritise and meet tight deadlines
Microsoft Office (Word, Excel, Power Point), VBA appreciated
Fluent English oral & written

Job Responsibility

Assist the banker with KYC duties (on boarding analysis and Period reviews) including contacting the clients to obtain the required information and maintaining an orderly workflow
Preparation of Client Profiles, 360 review, client pitches and similar
Assist in preparing the counterparty Risk supports and following up the ongoing legal negotiations
Assist in maintenance of relevant Client Live inputs (meetings, client contacts) and outputs (NBI, PI, RWA, EVA, Liquidity)
Assist in collating the annual client budgets of the UK HF PCO
Assist in organising quarterly alignment meetings between UK sectors and the relevant Business Lines, to identify and align on client priorities, ensure the development of client action plans, initiatives and new products to meet the clients’ needs

Banking - Debt Capital Markets, Full Time Analyst

The Analyst program begins with intensive training program. After a placement pr...

Location

South Korea , Seoul

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Final year of university or graduated with a Bachelor's degree or equivalent
in any discipline with top academic record from a leading university
dynamic with exceptional analytical skills
demonstrated strong leadership
teamwork
and communication skills
interest in business and some knowledge of the global or domestic business landscape
commitment to personal growth and career development
strong desire to learn
success in team environments

Job Responsibility

Assist senior bankers with coverage of clients
origination of ideas
preparation of pitch books
conduct sophisticated financial analysis and industry research

What we offer

Mentorship program
extensive classroom and on-the-job training
networking opportunities with peers and senior bankers
internal mobility
career growth

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

Corporate Banking Placement Analyst

Citi Corporate Banking is seeking Placement Analyst to join its Middle East & Af...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Available for a 6-month placement
Strong academic record, having achieved or expecting to achieve a 2:1 equivalent to 3.0 GPA out of 4.0 at undergraduate level
Currently enrolled in your penultimate or final year of university, or a recent graduate seeking a placement experience
Intellectual curiosity and a proactive mindset
Highly developed communication, planning, and organizational skills
The ability to thrive and contribute effectively within diverse team environments
Fluency in English is required
A keen interest in business and a desire to develop a deep understanding of the financial industry
Commitment to personal growth and career development, with a strong desire to learn and succeed in team environments
Unquestioned commitment to integrity and ethical decision-making

Job Responsibility

Support senior Corporate Bankers in managing client relationships and executing transactions
Conduct accounting and financial statement analysis, cash flow modeling, and capital markets analysis
Perform fundamental risk and credit analysis
Liaise with various product partners across Citi to deliver comprehensive client solutions
Assist in the preparation and presentation of new ideas and strategic solutions to clients
Support the structuring of deals and contribute to overall deal execution
Gather and analyze company information to facilitate transactions, including industry research and detailed financial data analysis

Fulltime

Hnw broker sales consultant

Reputable High Net Worth Insurance Broker; Experienced and supportive leaders & ...

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

March 02, 2026

Requirements

Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products
Possess a global and growth mind-set while being technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe
Strong presentation skills, an excellent communicator with client facing experience and existing ultra HNW client relationships
A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies
Bachelor Degree

Job Responsibility

Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners
Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-Worth (HNW) clients
Work closely with the private bankers, wealth planners and client advisors to understand the HNW clients’ profiles, needs and expectations in order to provide appropriate recommendations on life insurance solutions. Core to this responsibility is consultative consulting adopting a client centric and issues led approach
Achieve sales targets set by the Company through building a strong sales pipeline and activities

Fulltime

!

Universal Banker

Citi

Location:
United States , New York, Brooklyn

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 28, 2026

Expiration:
March 06, 2026

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 28, 2026

Expiration:March 06, 2026

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