33 Results for

Universal Banker Jobs in California

Jobs

New!

San Francisco, CA1 day ago

The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business.

San Luis Obispo, CA30+ days ago

$25–$27
Contractor

This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities. Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.

Santa Clarita, CA30+ days ago

Assist customers with routine account-related requests such as funds transfers, wire transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about checking and savings account transactions, inquiries about funds availability, inquiries about debit card usage limits and check verification request by third parties. We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals.

New!

Buena Park, CA1 day ago

The Universal Banker is responsible for delivering exceptional customer service, building relationships, and supporting the branch's sales and operational goals. Transaction Processing & Account Support: Perform teller transactions, including deposits, withdrawals, transfers, and payments, with accuracy and efficiency.

New!

San Francisco, CA1 day ago

$50,030–$65,270 Per Year

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. 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.

New!

Chula Vista, CA1 day ago

$47,510–$61,990 Per Year

West Hollywood, CA30+ days ago

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 firms 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.

san jose, CA30+ days ago

$50,030–$65,270 Per Year

Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals. Responsibilities: Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.).

Rancho Santa Margarita, California14 days ago

$20–$27 Per Hour

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Carlsbad, California14 days ago

$22–$29.91 Per Hour

As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch, build and expand banking relationships through proactive customer outreach and customer service requests, and be responsible for the fulfillment of deposit accounts, payment solutions and digital access products. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

North Hollywood, CA30+ days ago

Full-time

You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Barstow, California30+ days ago

$21.94–$32.91 Per Hour

At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. Overview: As a Universal Service Representative you are responsible for performing a wide variety of responsibilities related to all teller and USR I functions, including processing deposits, withdrawals, loan payments, new accounts and loans.

Escondido, California30+ days ago

$21.94–$32.91 Per Hour

Los Angeles, CA30+ days ago

$18–$20 Per Hour

SUMMARY Adheres to Bank policies and procedures and complies with all State and Federal banking regulatory requirements, including but not limited to Sarbanes-Oxley Act, Bank Secrecy Act, Anti-Money Laundering, OFAC, Customers Right to Privacy Act, Regulation D, Regulation DD/Truth in savings, USA Patriot Act, CIP, Elder Care, Sexual Harassment, Information Security and Privacy requirements as they pertain to this position. This position is responsible for processing teller transactions accurately and efficiently in a fast-paced environment while offering Bank products and services.

Red Bluff, CA30+ days ago

$19.50–$25 Per Hour

Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: • Bank Secrecy Act • USA PATRIOT Act • Suspicious activity reporting • Reh B/fair Lending • Reg Z/Trust in Lending • Reg DD/Trust in Savings • Expedited Funds Availability Act • Gramm-Leach-Bliley Act • Community Reinvestment Act • SAFE Act Assist in training branch team members, on product knowledge and skill development when necessary. Present to customers the features and benefits of: • Consumer Checking Accounts • Consumer Savings Accounts • Certificates Of Deposit • Online Banking • Bill Pay • Mobile Banking • Debit Cards • Overdraft Privilege Coverage Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication.

Montecito, CA30+ days ago

Full-time

Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Davis, CA30+ days ago

$20–$22 Per Hour

Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system. Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures.

New!

El Segundo, CA1 day ago

$19.07–$26.52 Per Hour

They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Los Angeles, CA30+ days ago

Assists to maintain appropriate control over Instant Issue ATM cards, checking account starter kits, cashier's checks, money orders, etc., while maintaining appropriate supply levels. Minimum four years of bank or credit union branch experience, including teller transactions, opening and servicing accounts, and processing and funding loan applications.

West Covina, CA30 days ago

Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone. Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.

New!

SAN FRANCISCO, CA1 day ago

$23–$31 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

New!

Sacramento, CA1 day ago

$23–$31 Per Hour

El Segundo, California14 days ago

We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.

New!

San Bernardino, CA1 day ago

$21–$30 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.

New!

San Ramon, CA1 day ago

$21.79–$29.96 Per Hour

Assists members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions, identify and prevent fraud, and balance cash negotiables daily. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us.

New!

San Ramon, CA1 day ago

$23.77–$32.68 Per Hour

Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. Assists members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions, identify and prevent fraud, and balance cash negotiables daily.

New!

Chula Vista, CA1 day ago

$58,190–$81,210 Per Year

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. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.

Walnut Creek, CA30+ days ago

$61,280–$85,520 Per Year

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. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.

Santa Monica, California30+ days ago

$23–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Los Angeles, CA30+ days ago

$20–$22.50 Per Hour

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.

Huntington Beach, CA30+ days ago

$43,680–$69,900 Per Year

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate.

Santa Monica, CA30+ days ago

$44,300–$73,000 Per Year

The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position\n \nWORKING CONDITIONS:\n\n Normal office environment\n Extended viewing of computer screens\n* Periodic travel within the Bancorp footprint to attend meetings and/or training\n \n#LI-KR1\n \nPersonal Banker II- Santa Monica Main\n \nTotal Base Pay Range 44,300.00 - 73,000.00 USD Annual\n \nAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.\n \nThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

San Francisco, CA30+ days ago

$150,000–$160,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

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Universal Banker Jobs in California

Universal Banker Provident Central Credit Union

Universal Banker Jobot

Universal Banker (Santa Clarita, CA) Mission Valley Bank

Universal Banker Bank of Hope

Part Time Universal Banker (20 Hours)- Castro Branch Citigroup Inc

Part- Time Universal Banker (20 Hours)- Chula Vista Branch Citigroup Inc

Part-Time Universal Banker (20 Hours), West Hollywood Sunset/Doheny Branch Citigroup Inc

Part Time Universal Banker (20 Hours) - San Jose Civic Center Citigroup Inc

Bank Sales & Service Representative (Universal Banker) First Citizens Bank

Bank Senior Sales & Service Representative (Universal Banker) First Citizens Bank

Relationship Banker - Universal - North Hollywood, CA JPMorgan Chase Bank, N.A.

Personal Banker (Universal Service Representative): Barstow Frontwave Credit Union

Personal Banker (Universal Service Representative): Escondido Frontwave Credit Union

Universal Banker I Commonwealth Business Bank

Personal Banker or Senior Banker TriCo Bancshares

Sr Personal Banker Northern Trust

Personal Banker First Northern Bank of Dixon

Personal Banker Columbia Bank

Sr Personal Banker/Senior Branch Service Rep First City Credit Union

Personal Banker/Branch Service Representative First City Credit Union

Bilingual Spanish Personal Banker | 22nd and Mission Wells Fargo & Co

Personal Banker Bilingual Fruitridge Wells Fargo & Co

Personal Banker WaFd Bank

Personal Banker San Bernardino Wells Fargo & Co

Personal Banker (Part-time - MRA) Chevron Federal Credit Union

Sr. Personal Banker (Part-Time - Sr. MRA) Chevron Federal Credit Union

Personal Banker SAFE Act- Chula Vista Branch, Officer Citigroup Inc

Personal Banker SAFE Act, Contra Costa Area, Officer Citigroup Inc

Bank Financial Services Representative (Personal Banker) First Citizens Bank

Inbound Personal Banker U.S. Bank

Personal Banker I - Huntington Beach Fifth Third Bancorp

Personal Banker II- Santa Monica Main Fifth Third Bancorp

Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc.

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