Universal Banker (40 Hours) - Castro Branch

Citi; San Francisco (CA); On-site; USD 50,000 - 65,000; Full time

Job summary

Citi in San Francisco is seeking an entry-level Universal Banker to support sales and service activities within the customer service team, fostering customer loyalty and helping grow consumer relationships.

You will assist in opening accounts, handle service requests, process transactions, and refer opportunities to partners while following bank policies and regulatory requirements.

This full-time role follows a standard 40-hour schedule in a branch, with opportunities to grow in retail banking.

Qualifications

• 1-3 years of relevant experience
• Retail banking or similar experience required
• Clear and concise written and verbal communication skills

Responsibilities

• Assist in basic account opening for existing customers
• Provide service delivery 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 from service transactions and resolve complaints promptly
• Support sales/service activities within the branch through seminars, micromarketing events, campaigns
• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure safety and security of assets
• Assess risk and uphold the firm's reputation and compliance

Skills

Communication skills

Customer service

Sales mindset

Education

High School diploma or equivalent

Job description

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.

Good Faith Schedule- subject to change based on business needs:

Monday to Friday 8:30am-5:30pm

Monday to Wednesday 8:30am-5:30pm, Thursday 12:00 am-3:00pm, Friday 8:30am-5:30pm, Saturday 9:30am-2:30pm

This is a rotating Saturday schedule. The schedule is subjected to change.

Employees in a San Francisco City or County location and work a minimum of 8 hours per week, please click the below hyperlink for additional information on your rights pertaining to the Fair Chance Ordinance:

https://sfgov.org/olse/sites/default/files/Document/FCO Poster Set All Languages 10 01 18.pdf

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$50,030.00 - $65,270.00

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.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Oct 09, 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 your 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.