Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker

$47.51k - $61.99k

Citi

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Universal Banker in Thousand Oaks, CA vacancy
  •  ...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.... 
    Suggested
    Flexible hours

    Citigroup

    Thousand Oaks, CA
    4 days ago
  • $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... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Remote work

    RadNet

    Westlake Village, CA
    3 days ago
  • $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...
    Suggested
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Westlake Village, CA
    20 hours ago
  • 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... 
    Suggested
    Part time

    Citigroup Inc

    Thousand Oaks, CA
    2 days ago
  • $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... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    2 days ago
  • $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 work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    2 days ago
  •  ...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

    Citi

    Thousand Oaks, CA
    3 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Thousand Oaks, CA
    4 days ago
  • $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 pay
    Full time
    Flexible hours

    Premier America Credit Union

    Thousand Oaks, CA
    3 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase

    Agoura Hills, CA
    4 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase

    Thousand Oaks, CA
    3 days ago
  • 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... 

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    5 days ago
  • 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... 

    Premier America Credit Union

    Thousand Oaks, CA
    5 days ago
  • 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 ...

    JPMorgan Chase & Co.

    Westlake Village, CA
    1 day ago
  • 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...

    Fairygodboss

    Westlake Village, CA
    4 days ago
  • $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 time
    Work experience placement

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  • 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... 

    JPMorganChase

    Westlake Village, CA
    5 days ago
  • $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 time
    Temporary work
    Work experience placement
    Local area

    Aumni

    Westlake Village, CA
    3 days ago
  • 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... 

    Aumni

    Westlake Village, CA
    2 days ago
  • $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

    Thousand Oaks, CA
    4 days ago
  • 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... 

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  •  ...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

    Chase

    Simi Valley, CA
    3 days ago
  • 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

    Jobtailor

    Simi Valley, CA
    1 day ago
  • 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

    Citigroup Inc.

    Calabasas, CA
    1 day ago
  • $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 office
    Flexible hours

    Logix Federal Credit Union

    Westlake Village, CA
    4 days ago
  • 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...

    Logix Federal Credit Union

    Westlake Village, CA
    4 days ago
  • 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

    Jobtailor

    Thousand Oaks, CA
    5 days ago
  • $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 office
    Flexible hours

    Logix Federal Credit Union

    Westlake Village, CA
    4 days ago
  • 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...

    Jobtailor

    Thousand Oaks, CA
    5 days ago
  • 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... 

    Logix Federal Credit Union

    Thousand Oaks, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!