Universal Banker Provident Central Credit UnionUniversal BankerSan Francisco, CAThe Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. 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.
Head Universal Banker, One California Branch CitigroupHead Universal Banker, One California BranchSan Francisco, CA$56,500–$73,700 / yearOnline, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) + Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members + Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi + Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing + Listens carefully to the client and willingly assists with any questions or problems the client has + Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed + Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well + Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. + Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions + 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 + Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients.
Head Universal Banker, 21st and Irving Branch Citigroup IncHead Universal Banker, 21st and Irving BranchSan Francisco, CA$56,500–$73,700 / yearDuties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). Appropriately assesses risk when business decisions are made, demonstrating 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.
Universal Banker Horizon BancorpUniversal BankerFremont, CAWe're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals. Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
Universal Banker Supervisor Horizon BancorpUniversal Banker SupervisorFremont, CADevelop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services. The Universal Banker Supervisor will support the operations of the Universal Banker team as delegated by management, and solve complex issues related to customer transactions.
NewEntry-Level Universal Banker: Customer Relations & Sales CitiEntry-Level Universal Banker: Customer Relations & SalesFremont, CAThis entry-level position involves assisting with sales, products, and customer service activities to foster relations and build loyalty. The role requires 1-3 years of banking experience and strong communication skills.
Universal Banker San Francisco Federal Credit UnionUniversal BankerSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and services.
Part-Time Universal Banker (20 Hours) - Freemont Branch Citigroup IncPart-Time Universal Banker (20 Hours) - Freemont BranchFremont, CA$50,030–$65,270 / yearAppropriately 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.
Part-Time Universal Banker (20 Hours), Oakland MacArthur Branch Citigroup IncPart-Time Universal Banker (20 Hours), Oakland MacArthur BranchOakland, CA$50,030–$65,270 / yearAppropriately 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.
Full-Time Universal Banker - Fremont Warm Springs Branch Citigroup IncFull-Time Universal Banker - Fremont Warm Springs BranchFremont, CA$50,030–$65,270 / yearAppropriately 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.
Part-Time Universal Banker (20 Hours), Castro Valley Branch Citigroup IncPart-Time Universal Banker (20 Hours), Castro Valley BranchCastro Valley, CA$50,030–$65,270 / yearAppropriately 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.
Part- Time Universal Banker (20 Hours), Marina Branch Citigroup IncPart- Time Universal Banker (20 Hours), Marina BranchSan Francisco, CA$50,030–$65,270 / yearAppropriately 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.
NewPart-Time Universal Banker (20 Hours), Fremont Branch Citigroup IncPart-Time Universal Banker (20 Hours), Fremont BranchFremont, CA$50,030–$65,270 / yearAppropriately 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. 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.
NewPart-Time Universal Banker (20 Hours), Hayward Branch Citigroup IncPart-Time Universal Banker (20 Hours), Hayward BranchHayward, CA$50,030–$65,270 / yearAppropriately 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. 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.
Part-Time Universal Banker (20 Hours), Stonestown Branch (Bilingual Preferred: Cantonese or Mandarin) Citigroup IncPart-Time Universal Banker (20 Hours), Stonestown Branch (Bilingual Preferred: Cantonese or Mandarin)San Francisco, CA$50,030–$65,270 / yearAppropriately 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.
Part-Time Universal Banker (20 Hours), Mountain View Branch Citigroup IncPart-Time Universal Banker (20 Hours), Mountain View BranchMountain View, CA$50,030–$65,270 / yearAppropriately 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.
Part-Time Universal Banker (20 Hours), Pleasant Hill Branch Citigroup IncPart-Time Universal Banker (20 Hours), Pleasant Hill BranchPleasant Hill, CA$50,030–$65,270 / yearAppropriately 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.
Part-Time Universal Banker (20 Hours), Richmond Branch Citigroup IncPart-Time Universal Banker (20 Hours), Richmond BranchRichmond, CA$50,030–$65,270 / yearAppropriately 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. 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.
Part-Time Universal Banker (20 Hours), Union City Branch Citigroup IncPart-Time Universal Banker (20 Hours), Union City BranchUnion City, CA$50,030–$65,270 / yearAppropriately 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.
Part Time Universal Banker (20 Hours), San Rafael Branch Citigroup IncPart Time Universal Banker (20 Hours), San Rafael BranchSan Rafael, CA$50,030–$65,270 / yearAppropriately 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.
Bank Sales & Service Representative (Universal Banker) First Citizens BancShares IncBank Sales & Service Representative (Universal Banker)Palo Alto, CA$20–$28 / hourOperations 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.
Bank Sales & Service Representative (Universal Banker) First Citizens BankBank Sales & Service Representative (Universal Banker)Palo Alto, California$20–$28 / hourFull timeOperations 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.
Branch Manager San Francisco Federal Credit UnionBranch ManagerSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions.
Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Associate - Technology (San Francisco, CA)San Francisco, CA$150,000–$160,000 / yearQualifications: At least 3 years of experience in investment banking, primarily Technology related Strong Microsoft Excel skills essential Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA registrations and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. 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.