Universal Banker Jobs

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

Universal Banker

Within International Wealth and Premier Banking (IWPB), HSBC serves 41 million c...

Location

China , Shenzhen

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

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

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

Fosters continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment.

Fulltime

!

New

Head Universal Banker

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

Location

United States , Winnetka, Illinois

Salary:

49900.00 - 65100.00 USD / Year

Citi

Expiration Date

December 31, 2025

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

!

New

Principal Banker Debt Mobilisation Product Development

Within Debt Mobilisation Product Development (DM PD), the Principal Banker is re...

Location

United Kingdom , London

Salary:

Not provided

European Bank for Reconstruction and Development

Expiration Date

January 07, 2026

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

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

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

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

Senior Manager, Insurance Platform and Solutions

Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth pr...

Location

Hong Kong , Central

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University degree preferably in Business Administration, Finance, Economics, Insurance or related discipline
Minimum 8-10 years of experience in banking / insurance industry, with 3 years or above business or product management role at senior level preferred
Demonstrated track record in product and sales journey management, implementation and oversight of policy and governance frameworks, procedures, practices
Result-oriented with strong leadership and communication skills, demonstrating capability in leading team to inspire and engage people at all levels and effect change to regulatory update
Language proficiency in English, Cantonese and Putonghua
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

Job Responsibility

Manage the insurance proposition development, delivery and sales journey development are delivered to meet the insurance needs of our customers
Collaborate with HSIC, external partners distribution channels, 2LoD and other stakeholders on the management of sales journey, process and controls to ensure robust risk controls when distributing the products in accordance to regulatory and internal requirements and policies
Manage insurance distribution initiatives such as process streamlining and system enhancements to improve frontline and client experience
Oversee and monitor the effectiveness of insurance product distribution training and frontline communications

What we offer

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Fulltime

!

General Banking Officer

We are currently seeking a high-calibre professional to join our team as General...

Location

Hong Kong , Mongkok

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University degree / Associate degree holders
or HKCEE / HKDSE holders with at least one year of working experience, preferably in financial institution
Candidates with at least one year of solid direct sales experience from any industry will also be considered
Fresh graduates are welcome for entry-level
Relevant professional qualification in insurance and investment is an advantage
Strong service and sales orientation, self-motivated with good communication skills
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment

Job Responsibility

Provide quality customer service to our retail customers in branch network
Proactively identify customer needs and offer appropriate banking services and solutions
Participate in promotional campaigns to acquire new business and strengthen customer loyalty
Maintain awareness of operational risks and adhere to relevant policies and guidelines.

What we offer

Attractive basic salary
Healthcare insurance coverage including yourself and your family
Retirement benefit scheme with employer’s contribution
Employee Share Purchase Plan
Work-life balance: 18-24 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work
Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
Recognizable corporate training and development program
Progressive career advancement opportunities.

Fulltime

!

Universal Banker

Citi

Location:
United States , Albany

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 28, 2025

Expiration:
December 31, 2025

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Location:United States , Albany

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 28, 2025

Expiration:December 31, 2025

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Category:
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Contract Type:
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Expiration:
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