Universal Banker Jobs in New York
Universal Banker jobs in New York are among the most active in the country, concentrated in retail banking, community development lending, and wealth management support across one of the world's densest financial services markets, with openings at every level from entry-level teller-to-banker transitions through senior branch specialist. The heaviest hiring is in New York City, Buffalo, and Albany, where institutions like JPMorgan Chase, Citibank, and TD Bank maintain large retail branch networks throughout the state. The most in-demand specialties include small business banking, bilingual customer service, and digital-channel onboarding support. Find a role that fits below and apply directly.
Find Universal Banker JobsOverview
Showing 5 of 17+ Universal Banker jobs
INTRODUCTION
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.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
Primary Location: Staten Island New York 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: Jun 25, 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.
INTRODUCTION
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.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
Primary Location: Staten Island New York 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: Jun 25, 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 17 Universal Banker Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Universal Banker JobsUniversal Banker Jobs by City in New York
Where New York roles are concentrated, by current openings.
Universal Banker Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Citi15
- M&T Bank2
Top Industries Hiring
- Banking & Financial Services7
- Construction & Real Estate3
- Investment & Asset Management3
- Technology & Software3
What New York Employers Look For
The qualifications that appear most often in universal banker jobs across New York.
- Active FINRA Series 6 or Series 7 registration preferred by most New York retail banks
- Associate or bachelor's degree in finance, business, or a related field
- Minimum one year of experience in retail banking or financial services customer service
- Demonstrated ability to cross-sell deposit, loan, and investment products to branch customers
- Proficiency with core banking platforms and digital transaction processing systems
- Strong knowledge of Bank Secrecy Act, anti-money laundering, and New York consumer protection compliance requirements
Universal Banker Jobs in New York: Frequently Asked Questions
How do you become a universal banker in New York?
Most New York employers require at least a high school diploma or associate degree, though a bachelor's in business or finance is increasingly preferred at larger institutions. Candidates who obtain a FINRA Series 6 registration, which requires employer sponsorship and passing the Investment Company and Variable Contracts Products Representative exam, stand out in New York's competitive market. Many banks, particularly those in New York City, also value bilingual candidates and prior teller experience as a direct entry point.
Which companies hire universal bankers in New York?
Employers hiring universal bankers in New York right now include Citi and M&T Bank, based on current listings on Migrate Mate as of June 2026. New York's dense branch footprint, particularly across New York City's five boroughs and Long Island, means large national and regional banks maintain some of their highest-volume hiring in this state year-round.
Which New York cities have the most universal banker jobs?
The cities with the most universal banker openings in New York are New York, Bronx, and Inwood. New York City dominates due to its sheer concentration of retail bank branches serving millions of residents and small businesses, while Buffalo and Albany reflect the strong community bank and regional credit union presence that drives consistent branch staffing needs across upstate New York.
Are there remote universal banker jobs in New York?
Yes, but they're rare. About 0% of universal banker openings tied to New York are remote or hybrid as of June 2026, reflecting the fundamentally in-branch nature of the role. When remote or hybrid arrangements do exist, they typically apply to digital-channel support specialists or small business outreach coordinators whose work is primarily phone and video-based rather than in-person transaction processing.
How can I get hired as a universal banker in New York with little or no experience?
The most realistic entry path is applying for a teller or customer service representative role at a New York retail bank and transitioning internally, a route that large New York institutions like JPMorgan Chase and Citibank actively support through structured branch associate programs. Community banks and credit unions across upstate New York and Long Island regularly hire candidates without prior banking experience if they hold or are pursuing a business-related degree. Completing a FINRA Series 6 exam preparation course before applying signals readiness and gives candidates a clear edge.
Where can I find and apply to universal banker jobs in New York?
You can find and apply to universal banker jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Find the roles that fit your experience and location, then apply directly through each listing without any additional steps required on your end.
See All 17 Universal Banker Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Universal Banker Jobs