Personal Banker - Client Growth & Cross-Sell Specialist
Citigroup
Citigroup in Santa Monica (California) is seeking an entry-level Personal Banker SAFE Act to assist in sales, service and product delivery with the customer service team. The role aims to deepen customer relationships, grow deposits, and cross-sell treasury and small business products. Responsibilities include handling small business credit requests under $250K, referring larger opportunities, coaching branch staff, and promoting digital channels while maintaining compliance with Citi policies #J-18808-Ljbffr Citigroup
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- ...Citi is seeking an entry-level Personal Banker in Santa Monica, CA, to assist in sales and... ...service team. The role aims to build client relationships and loyalty while increasing... ...small business loan referrals, cross-selling treasury products, growing referral networks...SuggestedFull time
- ...Citi in Los Angeles, CA is seeking an entry-level Personal Banker to support sales and customer service... ...assist with credit requests, grow the small business client book, and deliver customer service while cross-selling relevant products. The role emphasizes compliance...Suggested
- ...Angeles, CA, is seeking an entry-level Personal Banker SAFE Act to support sales and service activities... ...small business lending referrals, cross-sell treasury products, coach branch staff,... ...relationships with individual consumer clients while complying with Citi policies and...Suggested
- Citigroup Inc. is seeking an entry-level Personal Banker to support sales and service activities in... ...increase sales to individual consumer clients. Responsibilities include handling smaller credit opportunities, cross-selling treasury products, and coaching branch staff...SuggestedFull time
- ..., California is seeking an entry level Personal Banker under the SAFE Act to assist in sales and... ...increase sales to individual consumer clients. Responsibilities include handling referrals for small business lending, cross-selling treasury products, coaching branch...
- ...Study Skills Research Institute is hiring an Associate Banker in Los Angeles. This seasoned professional role... ...excellent communication skills, focusing on managing client relationships and driving revenue growth. The ideal candidate will have 3-7 years of relevant...
- ...balance cash, open basic accounts, and refer customers to bank specialists. Bilingual English/Chinese is preferred; previous retail... ...customer care, risk compliance, and community banking, with opportunities for growth and professional #J-18808-Ljbffr Cathay BankFull time
- ...Monica, CA is seeking a Relationship Banker to build client relationships, open accounts, and originate... ..., delivering digital solutions and personalized financial guidance. You will engage... ...benefits package and a path for growth within the bank. #J-18808-Ljbffr U.S...
- Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored...
$77k - $102k
...0 years, we've helped clients access knowledge on demand from experts, in-person and through our Library... ...the phone, persuading specialists to share their... ...models, and regulations Cross-sell the full range of Third... ...Allowance to invest in your growth What We're...Work experience placementInternshipWorldwideFlexible hours$96k - $127k
...Associate, Client Services - 2027 Start Dates Third... ...from experts, in-person and through our Library... ...the phone, persuading specialists to share their expertise... ..., and regulations Cross-Sell the full range of Third... ...to invest in your growth What We're Looking...For contractorsWork experience placementInternshipWorldwideFlexible hours$96k - $127k
...0 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library... ...the phone, persuading specialists to share their... ...models, and regulations Cross-Sell the full range of Third... ...Allowance to invest in your growth What We're Looking For...Work experience placementInternshipWorldwideFlexible hours- ...development with a focus on acquisition of new clients and expanding relationships with... ...service assigned portfolios and appropriately cross sell other bank products. Overall... ...driving the profitability, quality, and growth of portfolio.Negotiates terms (collateral...
$310k - $365k
...Finance associate to join its Venture & Growth subgroup in any of our New York or California... ...legal research and analysis to support client matters, legal strategy, and decision-... ....Manage and support complex domestic and cross-border corporate, finance, real estate, tax...Full timeWork at officeRelocationRelocation package$96k - $127k
...grow fast. Join us as a Client Services Associate and... ...the phone, persuading specialists to share their expertise... ...models, and regulations Cross‑sell the full range of Third... ...two years Annual Personal Development Allowance to invest in your growth What We’re Looking For...Work experience placementInternshipFlexible hours$96k - $127k
...both on the phone and in person, and hungry to grow... ...leading consultancies, our clients count on us to find... ...the phone, persuading specialists to share their... ...models, and regulations Cross‑sell the full range of Third... ...Allowance to invest in your growth Would you like to...Work experience placementInternshipFlexible hours- ...support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will assist in digital marketing, portfolio holdings, proposal...
- About the TeamTikTok's Scaled Growth team aims to help businesses and brands of all sizes unleash their creative side, connect with our... ...platform.- Coordinate closely with regional sales, marketing, and cross-functional teams to ensure total internal alignment and drive...
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...promote progress and inspire our clients, employees, investors and... ...accounts to drive profitability and growth. The role involves assessing... ..., OperationsParticipate in cross regional activities as required... ...external stakeholders. Ability to "sell" an improvised or prepared...Full timeContract workTemporary workLocal area- ...Retail Personal Banker I Make banking a Fifth Third better We connect great people to great... ...reviews. Primarily focused on cross-selling to existing customer base and engaging... ...goals and enhance year-over-year revenue growth as measured by the Financial Center P&...Work experience placementWork at office
$43.68k - $69.9k
...Retail Personal Banker II Make banking a Fifth Third better We connect... ...of customers. Responsible for selling a full range of banking products... .... Primarily focused on cross-selling to existing customer... ...enhance year-over-year revenue growth as measured by the Financial...Work experience placementWork at office- ...a team passionate about beauty services while building genuine client connections. Responsibilities include educating clients, maintaining... ...position offers paid training, competitive pay, bonuses, and growth opportunities. Ideal candidates should hold an Esthetician or Cosmetology...
- ...a future team member for the role of Specialist, Fund/Client Accounting ll, to join our team. This... ...company better and enables employees’ growth and success. As a leading global financial... .... Focus on your health, foster your personal resilience, and reach your financial goals...Work experience placementWorldwideFlexible hours
- ...Private Client Banker You have a passion for taking care of our customers and employees... ...proactive and disciplined approach to generate growth in their balances. You will help... ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage...Immediate startAfternoon shift
- Senior Specialist, Client Processing At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the... .... Focus on your health, foster your personal resilience, and reach your financial...Work experience placementLocal areaWorldwideFlexible hours
- Bank of America is seeking a client-focused team member to engage clients in the lobby, educate on self-service channels, and accurately... ...excellence, following procedures, and partnering with specialists in lending and investments to grow the business. Weekend and extended...Weekend work
- ...hiring a Branch Relationship Banker to join the Crenshaw, CA team.... ...services and building long-term client relationships. Monday-Friday... ...and address client needs with a personal touch. Compensation includes... ...benefits and opportunities for growth. #J-18808-Ljbffr California Bank...RelocationMonday to Friday
$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible... ...increase sales to individual consumer clients. Responsibilities: Work with business... ...refer larger lending opportunities and cross sell treasury and related small business...Full time$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...
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