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 typ
Jobs in United States
Financial Underwriting Lead in United States
943 active opportunities · Updated October 2026
Showing
15 jobs
Explore current financial underwriting lead jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.
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
About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. About the Team: The <span style="font-size:inherit"
The Personal Banker SAFE Act 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: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers 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 Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures 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:</u
The Financing and Clearing Platform Lead Analyst is an experienced professional responsible for driving revenue generation, ensuring Citi offers state-of-the-art platforms through direct technical and strategic contributions, and maximizing risk management through expert-level oversight and optimization. This role directly contributes to the company's financial success by ensuring our platform, particularly in Prime Product Development with a strong emphasis on margin and cross-product margining, is at the forefront of innovation, efficiency, and client service, leveraging deep subject matter expertise. Responsibilities · Strategic Contribution to Trading Profit & Loss Drivers: Drives the strategic analysis and interpretation of trading revenues, financing expenses, and other key business metrics to identify and proactively pursue significant opportunities for revenue enhancement. This includes a deep understanding of how margin methodologies and cross-product margining efficiencies impact P&L. Expertly assesses complex trends in profitability and returns, and directly contributes to crafting and executing comprehensive growth plans in conjunction with senior sales and trading leadership. Accountable for providing expert insights and recommendations for managing high-level business metrics and optimizing the overall revenue mix across broad segments. · Driving Innovation and Direct Development of Trading Platform: Initiates, plans, and directly contributes to the prioritization of significant, strategic enhancements to platform capabilities that will open new trading opportunities and drastically improve efficiency across the business. Drives innovations through direct technical and strategic input to address emerging client demand and significant industry trends, directly enhancing business profitability, and strengthening the overall risk and
Lead Data Scientist - Recommendations (applied ML, Reinforcement Learning, Contextual Bandit Design)
Target$132K – $238K/yr
The pay range is $132,000.00 - $238,000.00 Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits . JOIN TARGET AS A LEAD DATA SCIENTIST – RECOMMENDATIONS (RecSys) About Us: Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here <span style="color:#00
$64K – $128K/yr
The pay range is $64,000.00 - $128,000.00 Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits . ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here . ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank and exceed guest service expectations by focusing on guest intera
$64K – $128K/yr
The pay range is $64,000.00 - $128,000.00 Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits . ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here . ALL ABOUT SPECIALTY SALES A sales force of specialized consultants who provide tailored suggestions and solutions through active selling and compell
$64K – $128K/yr
The pay range is $64,000.00 - $128,000.00 Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits . ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here . ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank and exceed guest service expectations by focusing on guest intera
$58.1K – $104.6K/yr
The pay range is $58,100.00 - $104,600.00 Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits . About us: Target is an iconic brand, a Fortune 50 company and one of America’s leading retailers. Target Merchandising is evolving at an incredible pace. We are constantly reimagining how this $100 billion retailer offers the innovative, guest-inspiring items that Target is known and loved for. Our goal is to deliver exceptional value, quality and style to elevate Target as the premier retailer in a competitive glo
$58.1K – $104.6K/yr
The pay range is $58,100.00 - $104,600.00 Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits . About us: Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here . A role in Buying means working with several diverse vendors to choose the best product mix, both in-store and online. We help determine where to localize, while calibrati
JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Job Description: JLL is seeking a highly motivated and detail-oriented Senior Associate Accountant I for our Client Accounting Services team in Westmont, IL. This role involves managing complex accounting tasks, preparing property level financial statements, guiding more junior staff and supporting diverse clients. The ideal candidate has strong knowledge of accounting and analytical skills, and can work independently while also collaborating effectively within a team. This position offers growth opportunities in a dynamic environment, ideal for experienced accountants looking to advance their career in client-focused financial management and reporting. WHAT YOU’LL BE DOING Independently manage financial reporting processes including journal entries, financial statement preparation, actual to budget variance review and bank reconciliations in accordance with client requirements. Participate in monthly calls with JLL Property Management and clients Prepare timely and accurate monthly property financial statements for a complex multi-property portfolio for presentation to and by the deadlines established by JLL clients. C
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
Citi's U.S. Consumer Cards (USCC) business is one of the largest card issuers in the United States, serving millions of customers across a broad portfolio of branded, co-brand, and retail services card products. We are seeking to hire a VP Rewards Reengineering - Strategy and Analytics position to be part of the USCC Pricing and Rewards Reengineering team. The VP Rewards Reengineering - Strategy and Analytics position will report to Rewards Reengineering Analytics Lead and will be responsible for developing Rewards strategies grounded in data, customer, and operational insights. This individual will leverage financial analysis to enhance portfolio profitability through many rewards strategic work, balancing customer experience and ensuring regulatory compliance. This role will partner across multiple teams, including Product, Finance, Risk, Legal, Compliance, Technology and Operations to drive Rewards strategies for USCC. Key Responsibilities: Develop comprehensive Rewards strategy recommendations based on in-depth customer insights (both quantitative and qualitative), sound financial impact forecasting and thorough understanding of competitive landscape and regulatory environment Evaluate new initiatives by developing financial sizings, weighing risk / reward tradeoffs, assessing customer impact, and various other key factors Retrieve data and conduct data driven analytics using various analytical tools, software, and techniques Develop robust forecasting and tracking capabilities, and ensure robust quality control in Rewards processes Understand regulatory implications associated with Rewards policy and develop mitigation / opportunity strategies Communicate clearly and effectively to business partners and senior leaders Candidate Qualifications 6+
Other cities to consider
More places hiring for this role
Get new financial underwriting lead jobs in United States by email
Daily job updates · Unsubscribe anytime