Trade idea #6 for 2014 from Goldman Sachs is a long position in large cap bank indexes in the U.S., Europe, and Japan. The ETF choice for the U.S. is KBE, while EUFN could work for Europe (better ETFs for European and Japanese banks trade in those markets).
Faster growth and a steeper yield curve should boost U.S. banks, while those parts of the Japanese economy particularly levered to consumer spending - namely housing and banks - should see support. Europe should see growth of just 1%, but this would be a significant improvement over 2013.
Goldman also notes bank valuations remain below pre-crisis levels and could see a boost as the overall risk-taking backdrop improves.