Universal Banker
$47.51k - $61.99kCiti
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. The salary range provided in this posting is based on a 40 hour work week. Job Family Group: Consumer Sales Job Family: Branch Sales Time Type: Part time Primary Location: Newbury Park California United States Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 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: $22.84 - $29.80 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. Most Relevant Skills Please see the requirements listed above. Anticipated Posting Close Date: Jul 28, 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 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. #J-18808-Ljbffr
- ...Head Universal Banker 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....SuggestedFlexible hours
$23.75 - $29 per hour
...California, United States In This Role You Will The Senior Relationship Banker serves as the branch’s lead retail banking sales professional... ...is ideal for candidates with experience as a Personal Banker, Universal Banker, Relationship Banker, Branch Banker, Financial Services...SuggestedHourly payFor contractorsWork at officeRemote work$24 - $31.38 per hour
locations Westlake Village time type Full time posted on Posted Today job requisition id 25027006 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- Citigroup Inc. in Newbury Park, California is seeking an entry-level Universal Banker to assist in opening basic accounts and delivering service to customers, with a focus on fostering loyalty and increasing sales to individual clients. The role supports branch sales activities...SuggestedPart time
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...SuggestedTemporary workWork experience placementImmediate start$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...Temporary workWork experience placementImmediate start- ...Citi in Thousand Oaks, CA is seeking a Universal Banker for an entry-level role to assist in sales, products, and service activities in coordination with the customer service team. The goal is to build customer loyalty and help increase sales to individual consumer clients...Part time
- ...Relationship Banker Simi Valley, California;Westlake Village, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to...Work at officeFlexible hoursShift workWeekend workDay shift
$23.83 - $29.79 per hour
...Job Title: Personal Banker III – Full-time – Westlake Branch Overview We are seeking a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The...Hourly payFull timeFlexible hours- ...Relationship 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...Immediate startAfternoon shift
- ...Relationship 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...Immediate startAfternoon shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in Thousand Oaks, CA. You will represent the Chase brand, build and manage meaningful client relationships, and offer thoughtful financial solutions to meet clients' needs. You will use Chase Mobile App and online tools...
- Premier America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member relationships while achieving sales and service goals. The candidate should migrate between teller lines and platforms to maximize...
- JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking division to manage a portfolio of large, profitable business clients and drive growth through new client acquisition and deepening existing relationships. The role emphasizes ...
- Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting...
$21 - $26 per hour
Description Overview We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial...Full timeWork experience placement- A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking...
$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information Job Identification: 210633297 Job Category: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:24 AM Location...Full timeTemporary workWork experience placementLocal area- TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking...
$21 - $26 per hour
Premier America Credit Union in Thousand Oaks is looking for a Personal Banker II. This role focuses on developing strong relationships with members to assist them in reaching their financial goals. Candidates should have excellent customer service skills and prior banking...- Premier America Credit Union in Thousand Oaks, CA is seeking a dynamic Personal Banker IV to support the Branch Manager with branch oversight and drive deposit/loan growth, member services, business development and operations. You will build strong member relationships...
- ...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
- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Introduces and fulfills banking...Weekend work
- Citigroup Inc. is seeking a Universal Banker in Calabasas, CA to support sales, product and service activities with the customer service team. You will help foster customer relationships, resolve issues, and create sales opportunities while operating within bank policies...Part time
$17.28 - $25.92 per hour
Branch Teller I Or II The Branch Teller I (or II) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying...Work at officeFlexible hours- Logix Federal Credit Union in Westlake Village, CA is hiring a Branch Teller II to help members with deposits, withdrawals, transfers and related transactions while delivering friendly service and supporting growth within the branch. You will assist with cross‑selling opportunities...
- Process member transactions efficiently and accurately Provide timely and courteous service to all members Support the achievement of unit sales goals by identifying cross-selling opportunities Respond to member inquiries in person, by telephone, or by mail Resolve ...Work at office
$21 - $22.5 per hour
Overview If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for supporting our members in‑person...Work at officeFlexible hours- Jobtailor in Thousand Oaks, CA, is seeking a friendly banking teller to handle member transactions, deliver accurate service, and promote banking products. You will work closely with members to ensure smooth cash handling and record-keeping while complying with regulatory...
- Logix Federal Credit Union, located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their financial goals and exceeding sales targets. The ideal candidate...
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