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: Calabasas 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. discretionary and formulaic incentive and retention awards 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 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. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jul 29, 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 1 day ago
Similar jobs that could be interesting for youBased on the Universal Banker in Calabasas, CA vacancy
  • $20 - $28 per hour

    Overview 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 for processing transactions...
    Suggested
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Northridge, CA
    3 days ago
  • $63.3k - $117.2k

    Commercial Sales & Service Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques...
    Suggested
    Contract work
    Part time
    Local area

    Bmo

    Woodland Hills, CA
    3 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... 
    Suggested
    Part time

    Chase

    Thousand Oaks, CA
    2 days ago
  • $100k

     ...Thousand Oaks, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Thousand Oaks, California. Applicants without a real estate license are invited to apply . Youneed a license to become a... 
    Suggested
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Thousand Oaks, CA
    4 days ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Van Nuys, CA
    1 day ago
  • $23 - $31 per hour

     ...Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Thousand Oaks, CA
    1 day ago
  •  ...Private Banker Opportunity Actively seeking a Private Banker for a very successful regional financial institution. Responsible for new business development, retention, and growth of high net worth client relationships. Coordinates and leverages a team of banking, trust... 
    Work experience placement

    MRINetwork

    Encino, CA
    13 hours ago
  •  ...leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a... 
    Work experience placement

    Chase

    Encino, CA
    13 hours 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

    Chase

    Canoga Park, CA
    3 days ago
  • $37 - $65.5 per hour

     ...list of best workplaces "to grow your career" in the U.S. Join us! About this role: 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... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    1 day ago
  • $23 - $31 per hour

     ...Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Northridge, CA
    3 days ago
  • Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...

    TradeJobsWorkforce

    Reseda, CA
    3 days ago
  • JPMorgan Chase & Co. in Thousand Oaks, CA, is seeking a Relationship Banker to represent our brand with warmth and hospitality, delivering cutting‑edge banking solutions and technology to clients. You will take a lead role in acquiring, managing, and retaining meaningful... 

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    2 days ago
  • JPMorganChase is seeking a Relationship Banker to join a Chase branch in California. You will represent the brand with hospitality, manage client relationships, and use digital tools to meet banking needs. You will acquire, manage, and retain clients, tailoring solutions... 
    Weekend work
    Afternoon shift

    JPMorganChase

    Thousand Oaks, CA
    2 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
    4 days ago
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Northridge, CA
    more than 2 months ago
  • $23.83 - $29.79 per hour

     ...Job Description Job Description Description: 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... 
    Hourly pay
    Full time
    Flexible hours

    Premier America Credit Union

    Thousand Oaks, CA
    3 days ago
  • $21 - $26 per hour

     ...Job Description Job Description 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... 
    Full time
    Work experience placement

    Premier America Credit Union

    Thousand Oaks, CA
    16 days ago
  •  ...communities. Currently, we have an immediate opening in our Thousand Oaks, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and... 
    Temporary work
    Local area
    Immediate start

    FIREFIGHTERS FIRST FEDERAL CREDIT UNION

    Thousand Oaks, CA
    more than 2 months ago

Do you want to receive more vacancies?

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