Personal Banker
Citigroup Inc
Citigroup Inc. is looking for a Personal Banker SAFE Act in Diamond Bar, California. This entry-level position is designed to assist with sales, product execution, and customer service to foster strong relationships with clients, expanding business opportunities. The ideal candidate will have a Bachelor's Degree or equivalent experience, with 0-2 years relevant work experience. Responsibilities include promoting products, assisting clients, and ensuring compliance with policies. Benefits include medical and dental coverage, a competitive salary, and various paid time off options. #J-18808-Ljbffr
- ...Relationship Banker -Ontario Market Rancho Cucamonga, California;Upland, California; San Dimas, California; Upland, California; Fontana, California; Alta Loma, California; La Verne, California; Pomona, California **To proceed with your application, you must be at least...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Bank of America in Pomona, CA is seeking a Customer Service Banker to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, drive the client experience, and connect customers to financial...SuggestedHourly payWeekend work
$49.5k - $82.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in Ontario, CA. Bilingual Spanish preferred. PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...SuggestedFull timeTemporary workPart timeWork at officeShift work- Bank of America is seeking a frontline teller/Client Service role to engage clients in-branch, educate on self-service options (ATM, online, mobile), and accurately process cash transactions while building trust and deep client relationships. The role supports delivering...SuggestedShift work
$25 - $27.88 per hour
At Bank of America, the role focuses on engaging clients in the lobby and supporting their transactions through self‑service resources such as mobile banking, online banking, or ATM. The position requires accurate cash handling, deep client conversations, and the ability...Hourly payShift workWeekend workDay shift$25 - $27.88 per hour
Bank of America is hiring for a client-facing role in West Covina, CA. The position involves engaging clients to assist with transactions through self-service resources. Candidates should be enthusiastic and bilingual in Mandarin, with strong communication skills. Responsibilities...Hourly pay- George Ottoson - State Farm Agent is seeking an Insurance and Financial Services Position - State Farm Team Member to help grow the agency through meaningful customer relations and proactive product recommendations. You will develop customer relationships in insurance ...
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client ...Full timePart time
$25 - $26.77 per hour
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- JPMorganChase is seeking a Private Client Banker in Yorba Linda, California, to manage the banking relationships of affluent clients. This role involves education and advice tailored to clients’ needs while ensuring compliance with policies and regulations. The ideal candidate...
$60k - $120k
...others Strong business acumen Resiliency and perseverance in the face of challenges Ability to engage the community and leverage personal networks/contacts New York Life is a Fortune 100 company that puts its clients first. We have confidence in our products, but more...$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Pomona, California. Applicants without a real estate... ...Coordinate with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more...Hourly payFull timeFor contractors$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Providing in-person student loan counseling for those who are unable to complete online counseling. Qualifications Minimum of 1 year’s experience as a...
- ...discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation ~ Desire to provide an outstanding investor experience in additional to furthering your own professional development...Part timeImmediate startFlexible hours
$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...experienced advisors and a robust training and financing program for new advisors. Advice-Centric Experience: Deliver holistic, personalized financial guidance with tools that enhance client relationships. Scalable Growth Support: From marketing and practice management...Permanent employmentFull timeRelocationRelocation package
$30k - $60k
Responsive Recruiter As a financial services rep with Peggy Langin State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach...Flexible hours$120k
...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market... ...permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits...Full time$70.3k - $75k
A financial services organization in California seeks a Financial Consultant to provide financial consulting services via telephone or video meetings. Responsibilities include building member relationships, conducting seminars, and providing investment expertise. Candidates...Monday to Friday$80k - $110k
...collaborative and positive team environment. Responsibilities Manage and deepen client relationships with effective communication and personalized attention in every interaction Support the firm’s growth Enter trades, orders, and rebalances as requested Schedule, attend, and...For contractorsWork at office- Responsibilities Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves ...Interim role
- Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placement
- Strategic Fortune Wealth Management in West Covina, CA is seeking motivated Financial Advisors to join their team. The ideal candidates will thrive on building client relationships and implementing marketing strategies to enhance their practices. This role offers the potential...
- Organizational Relationship Director of Student Financial Services Position Status Non-exempt, full-time, Monday through Friday, 8:00 a.m. to 5:00 p.m. Position Summary The Financial Aid Counselor will counsel students and authorized third parties about financial aid programs...Full timeWork at officeLocal areaMonday to Friday
- ...Potential: Enjoy a commission-based compensation structure with no limits. Flexible Schedule: Achieve work/life balance to support both personal and professional growth. What We Are Looking For? One or more industry registration including: FINRA Series 6, 7, 63, 65, and/or 6...Local areaFlexible hours
$135k - $150k
...select portfolio of 100-125 high-capacity donors and prospects capable of outright and deferred gifts of $100,000 or more, setting a personal example of success and teamwork in frontline fundraising.*** **Foster relationships with assigned prospects through in-person...Full timeCasual workWork at officeRemote workMonday to FridayWeekend workAfternoon shift2 days per week- ...network for middle-market clients by identification of potential qualified clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service. Adequately prepares for and...Work at officeLocal area
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