Universal Banker Job at Citi (Aliso Viejo)

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

Part-Time Universal Banker

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

Location

United States , Tamarac, Florida

Salary:

41600.00 - 53830.00 USD / Year ▼

Citi

Expiration Date

April 03, 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
discretionary and formulaic incentive and retention awards

Parttime

New

Part-Time Universal Banker

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

Location

United States , Burlingame, California

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

Until further notice

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

New

Part-Time Universal Banker

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

Location

United States , Mission Viejo, California

Salary:

47510.00 - 61990.00 USD / Year ▼

Citi

Expiration Date

Until further notice

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

New

Part-Time Universal Banker

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

Location

United States , Flushing, New York

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

March 10, 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

!

New

Part-time universal banker

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

Location

United States , New York, Brooklyn

Salary:

50030.00 - 65270.00 USD / Year ▼

Citi

Expiration Date

Until further notice

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

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

!

New

Universal Banker

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

Location

United States , New York, Brooklyn

Salary:

50030.00 - 65270.00 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

!

Universal Banker

Citi

Location:
United States , Aliso Viejo

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 05, 2026

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