Universal Banker Job at Citi (Los Angeles, Sherman Oaks)

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

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

Location

United States , Doral, Florida

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

Requirements

2-4 years prior banking experience which includes cash handling, sales, and client service
Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary
Strong sales background is a plus
Must have proven abilities in needs-based sales and high-level client servicing skills
Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately
Able to accurately handle the most complex transactions efficiently
Be security conscious, accurate and attentive to detail
Should have an understanding of compliance with Federal & State laws governing teller areas
A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required
May need to work extended hours that may include weekends

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. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal
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

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

Placement Analyst Internship

Citi is looking for Intern Analysts to join the Corporate Banking team in Paris,...

Location

France , Paris

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

You are available to start on January 2026
you are currently enrolled in a University that can provide an internship agreement
you have a student status and related visa covering the whole internship period
you have very good knowledge of Corporate Finance and Financial Markets
you are fluent in English both written and oral
good level in French is recommended and additional languages beneficial but not essential
you have advanced skills in PowerPoint, Excel and Word

Job Responsibility

Credit Analysis: Financial and operational analysis, including historical and projected performance of the clients
preparation of materials for Risk and Business approval committees: credit memos for annual reviews and episodic transactions
bank’s credit exposure and capital management: monitor bank’s exposure and profitability with its client and produce concise analysis
assistance in client relationship development and business origination: research and presentation of potential relationship development in various Citi’s products
development of the banking relationship across Citi geographical network
support Bankers on ad hoc pitches

Fulltime

Early Career Program Manager – Analytics

The Early Careers Program Manager will support the Banking Analysts and Associat...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Highly proficient in MS Excel and MS PowerPoint
Clear and concise written and verbal communication skills
Strong data and analytical abilities
Desire to be in a service-oriented environment with enthusiasm and high level of interest in Early Career programs
University degree or equivalent experience

Job Responsibility

Assist with headcount and resource management in partnership with Program Manager / Lead
Metrics (showcasing engagement, attrition, mobility, promotions and initiatives)
Lead compensation process – build model to allocate bonus to employees based on ratings, consolidation, analysis and comparison against distribution curve
Create headcount reports and analysis by sector, in order to inform data driven decisions around headcount planning
Create and implement development and engagement strategy
Support logistics around engagement initiatives and analyse participation data / feedback to drive decisions on future engagement programming
Create Staffer analytics (priorities templates, SharePoint management)
Partner with Program Leads on program enhancements based on data
Manage relationships with Analysts, Associates, and business partners
Monitor development of junior bankers

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Universal Banker

Citi

Location:
United States , Los Angeles, Sherman Oaks

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 02, 2026

Expiration:
January 07, 2026

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

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