Universal Banker
$50.03k - $65.27kCiti
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. Responsibilities 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. Qualifications 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Details Job Family Group: Consumer Sales Job Family: Branch Sales Time Type: Part time Primary Location: Oakland California United States Primary Location Full Time Salary Range: $50,030.00 - $65,270.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $24.05 - $31.37 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Sep 10, 2026 Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right Equal Opportunity Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Please see the requirements listed above. #J-18808-Ljbffr
$19.29 per hour
...must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Job Summary The Universal Banker I is a key customer service role, the "face" of UFB. One who will provide high quality customer service in a friendly and...SuggestedWork at officeAfternoon shift$27.5 per hour
...Universal Banker Salary Range $27.50 - $27.50 Hourly Position Type Full Time Universal Banker - Full Time (San Francisco, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products...SuggestedHourly payFull timeTemporary workWork experience placementWork at officeFlexible hoursWeekend work- ...duties as assigned. Qualifications/Requirements ~ High school diploma or equivalent. ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or relevant banking experience is preferred. ~ At least 2-3 years of...Suggested
- # Universal BankerLakeside - San Francisco, CA 94132## OverviewSalary Range$25.00 - $30.00 HourlyPosition TypeFull Time## Description**Who... ...successful growth trajectory, SFFedCU is seeking a **Universal Banker** for our **Lakeside**Branch in San Francisco.Universal Banker...Suggested
$21 - $28 per hour
...Mechanics Bank is currently searching for a Universal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Under general supervision, independently...SuggestedHourly pay16 hoursWork experience placementFlexible hoursShift workNight shift- ...Part-Time Universal Banker (20 Hours), Stonestown Branch (Bilingual Preferred: Cantonese or Mandarin) Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around...Hourly payPart time
- San Francisco Federal Credit Union is seeking a Universal Banker for their Lakeside Branch in San Francisco. In this role, you'll be the liaison between members and the Credit Union, providing exceptional service and managing various transactional services. The ideal candidate...
- Overview 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...Hourly payFull timePart time
- Mechanics Bank is seeking a Universal Banker to join our on-site team in San Francisco, CA. The role focuses on delivering exceptional customer service, processing basic to moderately complex banking transactions, and supporting in opening basic consumer and business accounts...
$28 - $30 per hour
...| Recruiting, Talent Acquisition | Driving Organizational Success by Seamlessly Securing Top Talent for Permanent and… Senior Universal Banker III Join Our Team as a Senior Universal Banker III in San Francisco! We are currently seeking a seasoned, client-focused Senior...Permanent employmentFull timePart timeLocal areaRemote work$50.03k - $65.27k
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...Hourly payFull timePart time- Provident Credit Union in Hayward, CA is seeking a Universal Banker (Full Time) to deliver sales and service excellence, open new products, process transactions, and cross-sell loans and related services. You will engage members, participate in community activities to...Full time
$56.5k - $73.7k
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address...Full timeMonday to FridayFlexible hours- A leading banking organization is seeking a Senior Universal Banker III in San Francisco. This role involves providing personalized banking services, managing accounts, ensuring compliance with regulations, and driving branch profitability. The ideal candidate has at least...
- ...Job Description Job Description Bank Teller – Universal Banking Representative -Bilingual Cantonese or Mandarin - Entry Level Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities...Full time
$250k
...For additional information, please review .The Personal Banker SAFE Act is an entry level position responsible for the assistance in... ...and verbal communication skills**Education:*** Bachelor's Degree/University degree or equivalent experienceThis job description provides a...Full time$250k - $275k
...The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as providing... ...Series 79 and 63 licenses. Education Bachelor's degree/university degree or equivalent experience. Master's degree preferred....$22 - $23.5 per hour
...absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...Weekend work- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
$20.44 - $37.17 per hour
...employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for an eager and friendly experienced Retail Banker to work at our South Shore branch in Alameda. At Bank of Marin our Retail Bankers play a valuable role in a branch team. They...Work experience placementBank staffLocal area$20 - $28 per hour
Sales And Service Representative At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Representative is responsible ...Hourly payWork at officeImmediate startShift work- ...Associate Banker SAFE Act LO, AVPWorking at Citi is far more than just a job. A career with us means joining a team of approximately... ...66 required (or obtained within 120 days)Education:Bachelor's/University degree or equivalent experienceCiti offers competitive employee...
- ...Healthcare, Higher Education and Not for Profit Associate Banker You are customer focused, enjoy building relationships and providing... ...relationships with nonprofit health systems, colleges and universities, and not-for-profit organizations. Your comprehensive...
- ...The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as providing... ...products ~ Series 79 and 63 Education Bachelor’s degree/University degree or equivalent experience Master’s degree preferred...
- JPMorgan Chase & Co. is seeking a Commercial Banker-Healthcare, Higher Education & Nonprofit Industries - Vice President to serve middle... ...banking solutions to not‑for‑profit health systems, universities and other institutions. The role emphasizes deep knowledge of...
- ...Francisco seeks a Relationship Manager to lead acquisition and deepen client relationships with not-for-profit health systems, universities, and other organizations within the Middle Market Banking footprint. The role collaborates across Treasury, Industry Solutions,...
$32 per hour
Banker / New Accounts Representative Alameda, CA | Full-Time | Up to $32/hr DOE What You'll Do Open consumer and business accounts Help customers choose the right banking products and services Cross-sell checking, savings, CDs, IRAs, and other solutions Process teller...Full timeTemporary work$32 per hour
AppleOne Employment Services in Alameda, CA is seeking a Banker / New Accounts Representative to open consumer and business accounts, assist customers with banking products, and support branch growth. You will deliver excellent service in person and by phone, handle teller...Full time$175k - $225k
...teams and track business development (collect research, analyze industry trends)Series 79 and 63 licensesEducation:Bachelor’s degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-...Full time$225k
...and equity-linked transactions. Working closely with investment bankers, institutional investors and internal stakeholders, the team... ...usUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset...Full timeFlexible hours
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