CrawlJobs Logo

Universal Banker

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , Greenburgh

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

50030.00 - 65270.00 USD / Year

Job Description:

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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.

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

Nice to have:

Bilingual Spanish Speaking

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

Additional Information:

Job Posted:
December 30, 2025

Expiration:
January 05, 2026

Employment Type:
Parttime
Work Type:
On-site work
Job Link Share:

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

Briefcase Icon

Similar Jobs for Universal Banker

Universal Banker

In this role, you will be integral to our Credit Union operations, assisting wit...
Location
Location
United States , Auburn
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Universal Banker

Within International Wealth and Premier Banking (IWPB), HSBC serves 41 million c...
Location
Location
China , Shenzhen
Salary
Salary:
Not provided
https://www.hsbc.com Logo
HSBC
Expiration Date
December 31, 2025
Flip Icon
Requirements
Requirements
  • Bachelor's degree or above (recognized by the state)
  • Has strong sense of responsibility for work and excellent learning ability
  • Strong communication, client focus and influencing skills
  • Has organizational and coordination skill as well as strong self-motivation skill
  • Able to communicate well both in English and Chinese.
Job Responsibility
Job Responsibility
  • Accurately identify customer needs and assist customers in completing transactions/services in a timely, accurate and professional manner through appropriate channels (including but not limited to: digital banking, call center, etc.)
  • Assist branches in providing efficient, high-quality customer service and a satisfying customer experience
  • Perform KYC (know your customer) and comply with relevant laws and regulations to reduce operational risks. Be vigilant about potential risks associated with services and transactions (e.g. fraud, etc.), report and/or escalate risks and issues in a timely manner, if needed
  • Based on customers’ needs, identify sales opportunities and refer customers to sales personnel with the relevant qualifications for further discussion, portfolio/product review and service
  • Assist the bank in achieving its sales targets and wealth management strategies.
What we offer
What we offer
  • Fosters continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment.
  • Fulltime
!
Read More
Arrow Right
New

Head Universal Banker

The Head Universal Banker is a leadership role responsible for providing excepti...
Location
Location
United States , Winnetka, Illinois
Salary
Salary:
49900.00 - 65100.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
December 31, 2025
Flip Icon
Requirements
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
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
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
!
Read More
Arrow Right
New

Part-Time Universal Banker

The Universal Banker is an entry level position responsible for the assistance i...
Location
Location
United States , Cerritos
Salary
Salary:
47510.00 - 61990.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
January 05, 2026
Flip Icon
Requirements
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
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
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
!
Read More
Arrow Right
New

Part-Time Universal Banker

The Universal Banker is an entry level position responsible for the assistance i...
Location
Location
United States , Solana Beach
Salary
Salary:
47510.00 - 61990.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
January 05, 2026
Flip Icon
Requirements
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
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
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
!
Read More
Arrow Right
New

Universal Banker

The Universal Banker is an entry level position responsible for the assistance i...
Location
Location
United States , Albany
Salary
Salary:
50030.00 - 65270.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
December 31, 2025
Flip Icon
Requirements
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
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
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
!
Read More
Arrow Right
New

Principal Banker Debt Mobilisation Product Development

Within Debt Mobilisation Product Development (DM PD), the Principal Banker is re...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
ebrd.com Logo
European Bank for Reconstruction and Development
Expiration Date
January 07, 2026
Flip Icon
Requirements
Requirements
  • Relevant university degree
  • Master’s degree preferred or equivalent experience in the areas of expertise
  • Excellent written and oral communication skills in English
  • Ability to communicate well with internal and external stakeholders
  • Ideally prior experience in organising compelling and well-attended events
  • Sound decision making skills with a focus on providing solutions
  • Proven business judgement and high ethical and professional standards
  • Ideally fluency in another major language, in addition to English
  • Ideally prior experience in countries EBRD operates in
  • Awareness of the development finance agenda, particularly private capital mobilisation
Job Responsibility
Job Responsibility
  • Responsible for the delivery of all activities as outlined and scheduled in the Bank’s mobilisation communications plan
  • Maintain responsibility for the mobilisation communications plan, with regular reviews and updates as necessary in collaboration with the Communications department
  • Regularly review and update EBRD’s mobilisation narrative in collaboration with the Communications department
  • Proactively draft and schedule social media posts for both external and internal consumption via the Communication department, showcasing mobilisation highlights
  • Proactively identify opportunities to host events/side events in high profile forums
  • Proactively identify and source speaker opportunities for team members to represent EBRD Mobilisation in external / public events
  • Take responsibility for internal communications activities, including maintenance of the Debt Mobilisation intranet page
  • Prepare well-written speaking notes or speeches for senior management
  • Coordinate and deliver briefing notes, comprehensively covering key mobilisation updates for senior management’s engagements
  • Design, develop and deliver the implementation of an investor engagement and education plan
What we offer
What we offer
  • Varied, stimulating and engaging work
  • A working culture that embraces inclusion and celebrates diversity
  • A hybrid workplace that offers flexibility to teams and individuals
  • An environment that places sustainability, equality and digital transformation at the heart of what we do
  • A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits
  • Fulltime
Read More
Arrow Right

Banking - Debt Capital Markets, Full Time Analyst

The Analyst program begins with intensive training program. After a placement pr...
Location
Location
South Korea , Seoul
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Mentorship program
  • extensive classroom and on-the-job training
  • networking opportunities with peers and senior bankers
  • internal mobility
  • career growth
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.