H-1B Visa Universal Banker Jobs
Universal Banker roles sit at the intersection of retail banking and financial advisory services, making them a recognized specialty occupation for H-1B sponsorship. Most sponsoring employers are mid-to-large financial institutions with established immigration programs. Your degree field, licensing status, and branch assignment all affect how the petition is structured.
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Get Access To All JobsJob Req Id:
26960513
Location(s):
Whittier, California, United States
Job Type:
On-Site/Resident
Posted:
May. 04, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank’s standards.
Responsibilities:
- Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
- Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience.
- Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager.
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.).
- Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- 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. May require standing 60-70% of the work day.
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.).
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.).
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution.
- Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed.
- Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, 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.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships.
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
- Duties 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).
- Good leadership skills and the ability to motivate others.
- Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals.
- Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed.
- Assisting and providing coverage for leadership team with leading by example.
- Provide feedback to management on ways to enhance sales processes and service delivery.
- Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies.
- Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed.
- 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.
Qualifications
- 2-4 years relevant experience
- Required Skills:
- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience
Education:
High School diploma or equivalent
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Whittier California United States
Primary Location Full Time Salary Range:
$53,670.00 - $70,030.00
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:
May 08, 2026
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 our 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.
Job Req Id:
26960513
Location(s):
Whittier, California, United States
Job Type:
On-Site/Resident
Posted:
May. 04, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank’s standards.
Responsibilities:
- Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines.
- Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience.
- Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager.
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.).
- Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- 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. May require standing 60-70% of the work day.
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.).
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.).
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution.
- Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed.
- Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, 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.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships.
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
- Duties 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).
- Good leadership skills and the ability to motivate others.
- Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals.
- Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed.
- Assisting and providing coverage for leadership team with leading by example.
- Provide feedback to management on ways to enhance sales processes and service delivery.
- Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies.
- Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed.
- 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.
Qualifications
- 2-4 years relevant experience
- Required Skills:
- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience
Education:
High School diploma or equivalent
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
Whittier California United States
Primary Location Full Time Salary Range:
$53,670.00 - $70,030.00
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:
May 08, 2026
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 our 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.
See all 94+ Universal Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Universal Banker roles.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Universal Banker
Confirm your degree meets specialty occupation
Universal Banker petitions are occasionally challenged because the role can be filled by non-degree candidates at some banks. Pull the O*NET profile for your SOC code and verify your degree field aligns directly with the job duties listed in your offer letter.
Check prevailing wage before accepting an offer
Run your job title, SOC code, and branch location through the OFLC Wage Search before signing anything. The wage level your employer certifies on the LCA must match or exceed the DOL prevailing wage for your specific metro area.
Target banks enrolled in E-Verify
STEM OPT and cap-gap protections require E-Verify enrollment from your employer. Filter your search to institutions already enrolled so you don't lose work authorization during the gap between OPT expiry and H-1B start. Migrate Mate surfaces employers with verified H-1B LCA filing history so you can identify these institutions directly.
Get Series 6 or 63 licensed before filing
If your Universal Banker role includes selling investment products, your employer's I-129 petition will likely list FINRA licensing as a requirement. Holding an active license before the petition is filed strengthens the specialty occupation argument and reduces RFE risk.
Request cap-exempt status through a credit union
Federal credit unions affiliated with government entities can qualify as cap-exempt H-1B employers. If you've been selected in a previous lottery, transferring to a qualifying credit union lets you file outside the cap and skip the April registration entirely.
Clarify branch transfer policies before your I-94 starts
Universal Bankers are often rotated between branches after hire. A location change that moves you to a different metropolitan statistical area requires a new LCA and an amended I-129 filed with USCIS before you start working at the new site.
Universal Banker jobs are hiring across the US. Find yours.
Find Universal Banker JobsUniversal Banker H-1B Visa: Frequently Asked Questions
Does a Universal Banker role qualify as a specialty occupation for H-1B purposes?
It can, but it requires careful documentation. USCIS looks for evidence that the role normally requires at least a bachelor's degree in a specific field, such as finance, business administration, or economics. If your employer's job posting lists a degree as preferred rather than required, or if the bank hires non-degree candidates for the same title, the petition is at higher risk for an RFE. Your offer letter should explicitly state the degree requirement.
Which banks most commonly sponsor H-1B visas for Universal Banker positions?
Large national and regional banks with dedicated immigration compliance teams are the most consistent sponsors for Universal Banker roles. You can identify which institutions have active H-1B LCA filing history for this job title by searching on Migrate Mate, which pulls directly from DOL Labor Condition Application disclosure data. Smaller community banks rarely have the infrastructure to sponsor H-1B petitions for branch-level roles.
How does changing branches or locations affect my H-1B status as a Universal Banker?
Moving to a branch in a different metropolitan statistical area triggers a material change to your H-1B. Your employer must file a new LCA with DOL certifying the prevailing wage for the new location, then file an amended I-129 with USCIS before your first day at the new site. Working at the new location before the amended petition is filed puts you out of status, even if your original H-1B is still valid.
Can my employer count FINRA licensing as part of the specialty occupation requirement?
Yes, and many banks do. If your Universal Banker role requires Series 6, 63, or 65 licensing to sell investment or insurance products, your employer can include that licensing requirement in the I-129 petition to reinforce the specialty occupation argument. The key is that the license must be tied to the actual job duties, not listed as a post-hire expectation. Holding the license before the petition is filed makes the argument cleaner.
What happens to my H-1B status if the bank restructures and eliminates my Universal Banker title?
If your position is eliminated, your H-1B status ends with your employment. You have a 60-day grace period to find a new sponsoring employer, file a change of status, or depart the U.S. During that window, a new employer can file an H-1B transfer petition, and you can begin working for them once USCIS issues a receipt notice, without waiting for final approval.
See which Universal Banker employers are hiring and sponsoring visas right now.
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