Personal Banker Jobs

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 ty

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 ty

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 ty

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 ty

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 ty

The Senior Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.The Senior Banker also serves as an intermediary in trading for clients.The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Lead the origination and structuring of complex debt, equity, and capital restructurings Provide sophisticated financial solutions tailored to the clients’ needs, as well as serve as a content provider on market trends Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals Ensure proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards Anticipate future changes in the marketplace Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions Foster and leverage ongoing global internal and external relationships and recognize and encourage cross-sell opportunities that deliver the Citi franchise 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: 15+ years of relevant experience Bachelor’s degree in Finance or closely related areas of Business Administ

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management. We have Lending representation across 8 countries to provide seamless coverage to our Global clients. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loan s and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Responsibilities include : Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients. Curate a high performing team culture through coaching and mentoring team members and collaboration with colleagues across the US and Internationally. Establish a reputation of execution and excellence. Create a strong partnership with the Citi Private Bank (“ CPB ”) Banker teams to proactively identify lending opportunities with their clients and prospects <sp

LHV Bank Limited is a UK-licensed bank operating across three core business segments: Retail Banking, SME Lending, and Banking Services (BaaS). The bank is a wholly owned subsidiary of LHV Group, a listed financial services provider headquartered in Estonia. LHV Bank operates under a full UK banking licence granted in May 2023. The Bank supports over 200 fintech clients with embedded financial infrastructure, provides retail savings products via digital channels, and offers SME credit solutions across the UK. In line with its regulatory responsibilities and growth ambitions, LHV Bank is committed to maintaining a robust and proportionate financial crime control environment. Expanding our services, LHV Bank now provides personal banking solutions. Our offerings include current accounts with competitive interest rates, fixed-rate bonds for long-term savings, and debit cards. Customers can conveniently access these services through the LHV App, enabling secure account opening and management. We are looking for a Lending Director to join us at this exciting time in our growth to support the needs of trading businesses lending requests. The Lending Director role purpose is as follows: Develop the Bank’s reputation as an active, creative lender and relationship banker in the SME market. Identify and establish sustainable relationships with new creditworthy clients, through key business introducers such as the Broker network. Duties and responsibilities: Build and nurture LHV SME’s presence in the community with local business networks, leading to the acquisition of borrowers through established Brokers, Accountants and business contacts. Help to develop and implement the team acquisition & relationship strategy (incl. which relationships and networks to target, in what order, and assist with driving the lending volumes across a suite of products designed for SME customers. Be a “Hunter and Farmer”, with an appetite to build long-lasting

The Service Process Coordinator 2 performs basic assignments. Works under direct supervision. May service a range of products/services. Applies knowledge of broad work area procedures and activities. Applies attention to detail and task accuracy. Exchanges basic to moderately complex information with others to ensure understanding and provide basic support. Requires basic written, verbal and listening skills. Basic knowledge of the organization. Selects best course of action from multiple, defined options. Selects appropriate procedures to resolve problems which may involve uncommon variations. Anticipates problems and recognizes when to deviate from standard practices. Responsibilities: Organizes, records, processes and services the production output of various, basic servicing activities. Works on basic projects under direct supervision. Supports a range of products/services. Applies knowledge of broad work area procedures and activities. Applies attention to detail and task accuracy. Responsible for scanning files into a computer application to validate accuracy while sitting at a desk. 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: Position requires ability to lift/maneuver 30 lb. bankers boxes and push/pull fully loaded wooden carts. Position requires pulling files or re-filling which requires standing, stooping, bending, stretching for complete 8 hour shifts. Prior work experience in a related job that would provide a goo

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the team Our team, Consolidation, owns the first mile of the Wealthsimple relationship: onboarding, the homescreen + first layer of the app, and our Tiers program (Premium and Generation). Our job is to get new clients in the door, funded, and consolidating more of their financial life with Wealthsimple. Our fastest-growing segment this year were high-net-worth clients. We're seeing real organic pull, and continuing to grow net deposits at the rate we have means winning larger, more complex relationships. Clients who today are typically served by private bankers and expect a level of service, product depth, and recognition that we need to meet and then beat. That's the mandate for this role: continue to expand Wealthsimple’s growth upmarket. It means evolving our Tiers program into something a high-net-worth client would choose over their bank, and it means using what we know about a client to make a sharper, more personal case for bringing the rest of their financial life here. Convincing millions of Canadians to consolidate their financial lives at Wealthsimple is the mission we've been on for over 10 years, and we're looking for someone who can lead the next phase of this work and own it end to end. What you'll do Help define the product vision and strategy for how Wealthsimple wins and serves high-net-worth clients, and own the road

The Role The role sits within the Company and Personal Insolvency (CPI) Team, a specialist sub-team within Teneo’s Australian restructuring and insolvency practice. The team supports the administration of a broad range of corporate and personal insolvency appointments, including liquidations, voluntary administrations, receiverships, bankruptcies and restructuring matters. The role provides exposure to the day-to-day management of both new and existing insolvency appointments, including statutory compliance, investigations, stakeholder communication, financial analysis and asset realisation within the Australian insolvency framework. Key Responsibilities As a Consultant / Senior Consultant, the primary nature of work that you will get involved with will likely include: Case Administration and Compliance Assisting with the day-to-day administration of corporate and personal insolvency appointments. Supporting managers, directors and appointees with case strategy and the progression of matters. Maintaining accurate physical and electronic case files in accordance with firm procedures. Updating case checklists and statutory diaries. Preparing and reviewing statutory lodgements with ASIC and the ATO Monitoring and complying with statutory deadlines under the Corporations Act 2001, Bankruptcy Act 1966 and other relevant legislation. Reporting and Stakeholder Communication Preparing reports to creditors and other stakeholders, including progress reports, receipts and payments and estimated outcome statements. Drafting reports and updates to secured creditors, where relevant. Responding to creditor queries and other correspondence in a professional and timely manner. Liaising with directors, insolvent individuals, creditors, solicitors, agents, valuers, and other external stakeholders. Assisting with meetings of creditors Broader Support and Team Contribution Attending site and providing ongoing site support to assist with the trading of business subject to insolvency admi

The Role The role sits within the Company and Personal Insolvency (CPI) Team, a specialist sub-team within Teneo’s Australian restructuring and insolvency practice. The team supports the administration of a broad range of corporate and personal insolvency appointments, including liquidations, voluntary administrations, receiverships, bankruptcies and restructuring matters. The role provides exposure to the day-to-day management of both new and existing insolvency appointments, including statutory compliance, investigations, stakeholder communication, financial analysis and asset realisation within the Australian insolvency framework. Key Responsibilities As a Consultant / Senior Consultant, the primary nature of work that you will get involved with will likely include: Case administration and compliance Assisting with the day-to-day administration of corporate and personal insolvency appointments. Supporting managers, directors and appointees with case strategy and the progression of matters. Maintaining accurate physical and electronic case files in accordance with firm procedures. Updating case checklists and statutory diaries. Preparing and reviewing statutory lodgements with ASIC and the ATO Monitoring and complying with statutory deadlines under the Corporations Act 2001, Bankruptcy Act 1966 and other relevant legislation. Reporting and stakeholder communication Preparing reports to creditors and other stakeholders, including progress reports, receipts and payments and estimated outcome statements. Drafting reports and updates to secured creditors, where relevant. Responding to creditor queries and other correspondence in a professional and timely manner. Liaising with directors, insolvent individuals, creditors, solicitors, agents, valuers, and other external stakeholders. Assisting with meetings of creditors Broader support and team contribution Attending site and providing ongoing site support to assist with the trading of business subject to insolvency admi

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Job Purpose and Summary: At CVS Health, we are focused on transforming health care for our customers and making our company a great place to work. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. Within our Retail locations, we bring this promise to life with heart every day and our Pharmacy Technicians (Technicians) play a critical role in supporting our pharmacy teams to consistently deliver on our brand promise. As a Technician, you will support the pharmacy team in delivering operational and service excellence within your store. Technicians are often the first point of contact to assist our patients and customers to deliver an exceptional experience. Technicians assist the pharmacy team to ensure that pharmacy operations run smoothly, our patients’ prescriptions are filled promptly, safely, and accurately, and we are providing caring service that exceeds patient expectations. Technicians operate as part of the pharmacy team through consistent application of Standard Operating Procedures (SOPs), best practices, and effective communication. Throughout their shifts and in all customer and colleague interactions, they demonstrate genuine care and contribute to a safe and inclusive culture where all people feel valued and empowered. Once

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Job Purpose and Summary: At CVS Health, we are focused on transforming health care for our customers and making our company a great place to work. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. Within our Retail locations, we bring this promise to life with heart every day and our Pharmacy Technicians (Technicians) play a critical role in supporting our pharmacy teams to consistently deliver on our brand promise. As a Technician, you will support the pharmacy team in delivering operational and service excellence within your store. Technicians are often the first point of contact to assist our patients and customers to deliver an exceptional experience. Technicians assist the pharmacy team to ensure that pharmacy operations run smoothly, our patients’ prescriptions are filled promptly, safely, and accurately, and we are providing caring service that exceeds patient expectations. Technicians operate as part of the pharmacy team through consistent application of Standard Operating Procedures (SOPs), best practices, and effective communication. Throughout their shifts and in all customer and colleague interactions, they demonstrate genuine care and contribute to a safe and inclusive culture where all people feel valued and empowered. Once

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Job Purpose and Summary: At CVS Health, we are focused on transforming health care for our customers and making our company a great place to work. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. Within our Retail locations, we bring this promise to life with heart every day and our Pharmacy Technicians (Technicians) play a critical role in supporting our pharmacy teams to consistently deliver on our brand promise. As a Technician, you will support the pharmacy team in delivering operational and service excellence within your store. Technicians are often the first point of contact to assist our patients and customers to deliver an exceptional experience. Technicians assist the pharmacy team to ensure that pharmacy operations run smoothly, our patients’ prescriptions are filled promptly, safely, and accurately, and we are providing caring service that exceeds patient expectations. Technicians operate as part of the pharmacy team through consistent application of Standard Operating Procedures (SOPs), best practices, and effective communication. Throughout their shifts and in all customer and colleague interactions, they demonstrate genuine care and contribute to a safe and inclusive culture where all people feel valued and empowered. Once