Universal Banker Job at Citi (San Gabriel)

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

Head Universal Banker

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

Location

United States , Chicago

Salary:

49900.00 - 65100.00 USD / Year

Citi

Expiration Date

January 27, 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
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
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

!

Part-Time Universal Banker

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

Location

United States , New York, Queens

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

January 31, 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

!

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

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

Corporate Banking Analyst

The Corporate Banking Analyst is an entry-level position responsible for assisti...

Location

Turkey , Istanbul

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4th grade university student (graduation in June 2025) or fresh graduate with less than 2 years full-time job experience
Banking/Corporate finance related internships in the past, preferably in Corporate or Investment Banking
Familiarity with Corporate Banking business, its related products, and pertinent regulations, credit analysis and documentation
Ability to be client focused, results oriented and proactive
Demonstrate planning and organizational skills, can operate with limited supervision
Clear and concise written and verbal communication skills in English and Turkish to articulate/present complex financing schemes
Eager to work in a fast-paced multinational environment and be part of large transactions that contribute to the growth & economic development

Job Responsibility

Partner with Product teams, Credit Underwriters and Relationship Managers to execute transactions
Prepare financial analysis, projections, capital analysis, peer comparisons on new transactions, calculate pricing & internal profitability metrics
Coordinate credit allocations, internal approvals, documentation, booking approvals to complete the transactions in a timely manner
Assist Senior Bankers with the preparation of relationship reviews on client portfolios, identify any decreasing or missing revenues and reporting errors
Arrange and participate in client meetings, prepare call memos, proactively suggest new transaction ideas
Closely follow up macroeconomic and debt capital markets related developments, company news and proactively inform the team
Assist new client onboarding process including KYC & Compliance approvals
Train and coordinate interns

Fulltime

Product Control Intermediate Analyst

Citi Finance is responsible for the firm’s financial management and related cont...

Location

Philippines , City of Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 3-5 years of relevant professional experience
A university or college degree in Finance/Accounting is an advantage but not a must
Good command of spoken and written English
Confident analytical and communication skills
Strong Microsoft Excel skills
Knowledge of or demonstrated interest in financial markets and products
Audit background relevant to finance is an advantage
Have obtained CPA certification is an advantage

Job Responsibility

Be responsible for the end-to-end banking controller process, including daily P&L preparation and related activities: reconciliations, review and analyze new trades, associated risks and the P&L generated, also understand and analyze the P&L coming from market moves on the existing books, fees and other revenue items
Work closely with various areas of the Finance department, liaising with the Front Office, Business Unit Managers, Bankers / Relationship managers, Risk Management, Operations, Middle Office and IT teams
Use effective escalation to ensure issues are highlighted in a timely manner
Support standardization efforts and work on strategic as well as ad-hoc projects to improve Citi’s finance system infrastructure and to implement process improvement ideas
Develop an enquiring and questioning mind-set
Exploit a collaborative and motivating attitude to join forces with colleagues for excellent results
Benefit from your organized personality, attention to details and independent working style
Use your experience and knowledge to drive and contribute to outstanding team performance
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

Unique opportunity to gain strong technical knowledge of a full range of investment banking products
Opportunity to participate in process reengineering and digitization
Flexible work arrangements in an organization that acknowledges work - life balance
Career management and mentoring by senior colleagues and leaders globally
Opportunity for participation in managerial development initiatives
Inclusive and friendly corporate culture where gender diversity and equality is widely recognized
A socially active team and communities with diverse networking opportunities
A supportive workplace for professionals returning to the office from childcare leave
Competitive compensation package

Fulltime

Universal Banker

Citi

Location:
United States , San Gabriel

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 21, 2026

Expiration:
January 27, 2026

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 21, 2026

Expiration:January 27, 2026

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Job Posted:
January 21, 2026

Expiration:
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