Entry-Level Personal Banker: Build Relationships & Cross-Sell
Citibank (Switzerland) AG
The Personal Banker SAFE Act at Citi's Marina Branch in San Francisco is an entry level role supporting sales and service activities with the customer service team. You will build relationships to increase consumer client sales and support cross-selling of treasury and small business products. You’ll assist in growing the book of business, deliver client services via outbound and inbound calls, coach tellers on products, and ensure compliance with Citi policies while safeguarding assets and #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Entry-Level Personal Banker: Build Relationships & Cross-Sell in San Francisco, CA vacancy
- ...Citi is seeking an entry-level Personal Banker in San Francisco to support sales, product and service... .... The role aims to foster customer relationships, increase loyalty, and grow sales... ...handling small business referrals, cross-selling treasury products, coaching staff,...Entry level
Citi
San Francisco, CA2 days ago - ...Citi is seeking a Personal Banker in San Francisco to assist in sales and service activities. This entry-level position focuses on building relationships with clients and offers opportunities for professional growth. The ideal candidate should have strong communication...Entry level
Citi
San Francisco, CA4 days ago - Citigroup Inc. is seeking an entry-level Personal Banker in San Francisco to assist in sales and service activities, building customer relationships and loyalty. You will collaborate with the customer service team to grow business and refer opportunities for larger loans...Entry levelMonday to Friday
- Citi is seeking a Personal Banker SAFE Act in San Francisco, California. This entry-level role focuses on assisting with sales and service activities to foster client relationships and increase individual consumer sales. Ideal candidates will have a Bachelor's Degree and...Entry level
- Citigroup Inc. is seeking an entry-level Personal Banker to assist in sales and service activities while fostering customer loyalty. Key responsibilities... ...include working with credit requests under $250K, building referral business, and supporting client services....Entry level
- ...Citi is seeking an entry-level Personal Banker SAFE Act in Berkeley, CA to assist in sales and service... ...role focuses on fostering client relationships and increasing sales for individual... ...handling small business referrals, cross-selling products, and ensuring compliance...Entry level
3M HEALTHCARE
Berkeley, CA22 hours ago $250k
...Personal Banker Safe Act The Personal Banker SAFE Act is an entry level position responsible for the assistance... ...relations with customers to build loyalty and to help... ...opportunities and cross sell treasury and related... ...to acquire new relationships and deepen existing...Entry levelFull timeMonday to Friday$250k
...Personal Banker Safe Act, Van Ness Branch, Officer The... ...Banker Safe Act is an entry level position responsible... ...relations with customers to build loyalty and to help... ...opportunities and cross sell treasury and related... ...calls to acquire new relationships and deepen existing relationships...Entry levelFull timeMonday to Friday$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...with customers to build loyalty and to help increase... ...lending opportunities and cross sell treasury and related... ...inbound calls to acquire new relationships and deepen existing...Entry levelFull timeMonday to Friday$157.04k - $235.56k
...Citi Commercial Bank - Relationship Manager, Tech Venture... ...that provide the same level of subject matter expertise... ...to clients in building and strengthening an effective... ...are met;* Identifies cross-sell opportunities to... ...ethical judgment regarding personal behavior, conduct and...Full time- Fifth Third Bank is seeking a Personal Banker I to provide exceptional customer service and cultivate relationships with clients. This role includes processing transactions and identifying customer needs using a consultative approach. Ideal candidates will possess a High...
$25 - $27.88 per hour
...individual for a role at our Financial Center in San Francisco. This position involves executing operational excellence, building client relationships, and managing center traffic. Candidates should be adaptable and possess strong problem-solving skills as well as a...Hourly pay$25 - $32.69 per hour
JPMorgan Chase is seeking a Relationship Banker in San Francisco, CA who will focus on providing exceptional service to clients. You will be responsible for building client relationships, offering banking solutions, and ensuring compliance with regulatory requirements....Hourly pay$61.28k - $85.52k
Citi is seeking a Personal Banker in San Bruno, California. This entry-level position focuses on building customer relationships and assisting with sales and product service activities to enhance client loyalty. The role involves working with business credit, managing...Entry level- ...commercial mortgage and relationship banking services in... ...objective has been to build one of America’s great... ...service requests and cross sell new products by partnering... ...by providing a high level of service, offering competitive... ...structure and our bankers are entrusted with...Temporary workRemote work
$26 - $29 per hour
...Senior Relationship Banker Being the next generation Senior Relationship Banker at East West Bank... ...information to recommend, present, and sell additional products and services to... ...knowledge, grow your digital acumen, and build long-lasting relationships with our customers...$50.1k - $82.8k
...generating appointments, and building new relationships within the community.... ...checks to ensure accurate data entry and lending application recommendations... ...credit recommendations for personal lending transactions,... ...only: Registration to sell investment products...Part timeLocal areaImmediate startDay shift$65k - $200k
...financial institution in California is seeking a Commercial Banking Relationship Manager to enhance commercial banking activities. The ideal... ...new clients, managing existing relationships, and cross-selling financial services. Competitive compensation ranging from $6...- JPMorganChase is hiring a Relationship Banker in San Francisco, California, to deliver exceptional service and manage client relationships. You will exceed client expectations through proactive communication and the latest banking technologies, ensuring a welcoming environment...Weekend work
- First United Bank in California is looking for a Relationship Banker I who will serve as the single point of contact for customers, handling... ...position offers competitive benefits and opportunities for personal and professional growth. #J-18808-Ljbffr Dormont Manufacturing...
$116k - $216k
...Job Summary: The Senior Relationship Manager (or Sr Banker) serves as the Trusted Advisor... ...other teams to identify cross-sell opportunities and deepen client... ...face to face in person or on the phone with teammates... ...job-related factors such as level of experience....Permanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift- ...PNC Personal Banker Apr 27, 2026 Pay information not provided... ..., expand and retain relationships. Creates customer... ...reputation and to continue building upon that we expect... ...., Retail Lending, Selling., Understanding Customer... ...Roles at this level typically require an...Full timeTemporary workPart timeWork experience placementWork at officeShift work
Dormont Manufacturing Company
San Francisco, CA21 hours ago - ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California... ...has the opportunity to succeed, build a career and contribute to our shared success... ..., while providing an appropriate level of flexibility based on role-specific responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
San Francisco, CA2 days ago $25 - $27.88 per hour
...teammate has the opportunity to succeed, build a career and contribute to our shared... ...expectations, while providing an appropriate level of flexibility based on role‑specific... ...strives for operational excellence Builds relationships with clients to meet financial needs...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
San Francisco, CA2 days ago- ...Relationship Banker At Chase, we are passionate about creating memorable... ...valued, and understood. We build lasting relationships by doing... ...proactively meet with them, both in person and over the phone, to build... ..., including pretrial diversions or program entries. ChaseImmediate startAfternoon shift
$25 - $26.77 per hour
...teammate has the opportunity to succeed, build a career and contribute to our shared... ...expectations, while providing an appropriate level of flexibility based on role-specific... ...strives for operational excellence Builds relationships with clients to meet financial needs...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Overview The Banker SAFE Act is a strategic... ...provide the same level of expertise. Excellent... ...matters. Build relationships with client families that cross generations to establish... ...team goals above personal achievement. Encourage... ...in relationship selling Demonstrates...
$50.1k - $82.8k
BMO is seeking a Retail Relationship Banker in San Francisco, California. This role supports the launch of DeNovo branches, focusing on customer service and building community relationships. Ideal candidates will have a background in sales and a passion for business development...- ...clients to solutions that meet the financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is...Weekend work
$157k - $175k
...California Bank & Trust work in a relationship-centered culture where they... ..., and opportunities to build the best possible relationships... ...are looking for a Relationship Banker in our San Francisco, CA... ...job-related factors such as level of experience. Equal Opportunity...Work experience placementWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Entry-Level Personal Banker: Build Relationships & Cross-Sell. Be the first to apply!
Related searches
- private mortgage banker San Francisco, CA
- private banker San Francisco, CA
- personal banker San Francisco, CA
- entry level programer San Francisco, CA
- entry level customer service manager San Francisco, CA
- entry level management training San Francisco, CA
- entry level business development associate San Francisco, CA
- entry level mulesoft developer San Francisco, CA
- entry level paralegal San Francisco, CA
- entry level project manager remote San Francisco, CA