Client Banking Specialist — Growth & Cross-Sell
Citi
Citi is seeking an entry-level Personal Banker in North Hills, California, to assist with sales and service activities in coordination with the customer service team. The role aims to foster client relationships and increase sales to individual consumer clients. Responsibilities include handling small business opportunities, cross-selling products, coaching staff, and ensuring compliance with Citi policies and procedures. Posting closes Oct 16, 2026. #J-18808-Ljbffr Citi
- ...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...Suggested
$19 per hour
One United is seeking a Customer Service Representative in Los Angeles, California. The role involves assisting customers with banking transactions, promoting automated services, and maintaining high service standards. Candidates should have a High School Diploma and 2...SuggestedHourly pay- Cathay Bank is seeking a customer-focused teller with strong operations and sales acumen.... ..., compliance with banking procedures, and cross-functional teamwork to support branch goals... ...with competitive benefits and opportunities for growth. #J-18808-Ljbffr Cathay BankSuggestedFull time
- City National Bank is looking for a Relationship Associate to work with clients daily, handling service, transactions, and sales consultations. You will assist with... ...cashiering, respond to inquiries, and identify cross-sell opportunities while maintaining branch...Suggested
- ...deliver exceptional service and develop meaningful client partnerships at our branch. You will leverage banking solutions and digital tools to understand client... ...will address client inquiries, open accounts, cross-sell relevant products, and ensure compliance with regulations...Suggested
$20 - $22 per hour
...ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture... ...valuable asset and we proudly foster growth and development empowering you to achieve... ...banking, and telephone banking. Supports client inquiries via other channels including live...Full timeFlexible hours- Patriot Bank, N.A. in Beverly Hills seeks a Universal Banker to supervise the service line, handle customer requests, and drive sales... ...identifying new business opportunities with current and prospective clients. Travel between branches may be required to cover needs. #J-188...
$20 - $28 per hour
...Overview At First Citizens Bank, together we become better. We're... ...Ability to support team by making client servicing calls, identifying... ...branch team members or specialist Adaptability: Has the ability... ...those on their team as well as cross-functional relationships Flexibility...Work at officeImmediate startShift work- ...questions. May be asked to perform various sales activities such as cross-sell existing products and loan referrals. RESPONSIBILITIES AND... .... Receives US savings bonds for payment. Cross sells the banks services whenever possible. Make concentrated effort to solve...
$63k - $128k
Mass Tort Legal Assistant (Client Delivery Specialist) Job Category : Administrative Support Requisition Number : COMME002968 Posted : September... ...within a practice. This role manages workflow execution, cross-functional coordination, and administrative support while reducing...Full timeTemporary workWork at officeRemote workFlexible hours- ...hospitality, delivering tailored financial solutions and building lasting client relationships. You will engage clients in person and over the phone, promote digital banking tools, and collaborate with specialists to address complex financial needs while upholding strict...Weekend workAfternoon shift
- PNC Financial Services Group, Inc. seeks a Client Experience Associate within its Retail Banking organization, based in Monroeville, PA, supporting multiple branches in the region. The role focuses on delivering a tailored customer experience, driving financial wellbeing...
- ...Job Description The Wealth Client Specialist is a sophisticated wealth... ...institutions. You will market and sell JPMorgan Chase wealth... ...from three primary sources: Bank-referred opportunities Existing... ...card sales and deposit growth and have the most-used digital...
- ...Banker in a branch to deliver hospitality, build lasting client relationships, and provide thoughtful financial... ...with clients in person and by phone, educate them on banking products, and collaborate with specialists to address complex needs. Requires 1+ year sales experience...Weekend workAfternoon shift
- ...Relationship Banker to deliver exceptional client experiences using Chase solutions and... ...solutions. The role requires compliance with banking regulations and a proactive, service‑... ...that values diversity, client care, and professional growth, with #J-18808-Ljbffr Aumni
$41.25k - $75k
...our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in either Los Angeles, CA, Denver, CO, or Phoenix, AZ. This Client Solution...Temporary workWork experience placementWork at office- ...At Bank of America, we are guided by a common purpose to help make financial... .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...-to-date on progress • Identifies cross-sell opportunities through scope...Work at officeFlexible hoursShift workDay shift
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...teammates' success and the goals of the bank, while fostering a culture of diversity... ...the U.S. in credit card sales and deposit growth and have the most-used digital solutions...Local area
- Banc of California, Inc. in Los Angeles seeks a Client Banking Officer - Community Banking Support to assist Relationship Managers by onboarding new deposit accounts and treasury products for consumer and business clients while handling calls and emails with accuracy and...
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area... ...Business Unit Consumer & Community Banking Posting Date 10/01/2026, 01:01 AM Locations... ...the U.S. in credit card sales and deposit growth and have the most-used digital solutions...Full time- Bank of America in Glendale, CA is seeking an inbound customer service representative to resolve complex client requests via calls, chats, or emails. You will identify needs, record data accurately, and escalate when necessary while delivering a high-quality client experience...Weekend work
- Cathay Bank in Los Angeles, CA is seeking a customer service professional to handle incoming calls for account services, online banking, and mobile banking, and to assist via live chat and email. The role emphasizes problem solving, clear communication, and the ability...
- Banc of California, a premier relationship-based business bank, seeks a Customer Relationship Officer in Los Angeles to process transactions accurately and deliver exceptional customer service. You will support branch operations, mitigate risk, and refer financial products...
$70k - $90k
...00-$90,000 per/year The Client Success Specialist plays a critical role in supporting... ...retention, and revenue growth by serving as a key liaison... ...to thrive in a fast-paced, cross-functional environment.... ...potential upsell and cross-sell opportunities through analysis...Contract workWork at officeFlexible hours- JPMorgan Chase in Hawthorne, CA seeks a Private Client Banker to manage affluent clients and up-sell banking products across their complete relationship. You will solicit referrals and work with specialists to meet clients' financial needs while ensuring convenient access...Afternoon shift
- ...Score Pros is looking for a sharp, competitive, client-focused advisor who understands credit and knows how to sell through education, not pressure. This is not a... ...lending, automotive finance, consumer finance, banking, or financial-services experience is a major plus...
- Bank of China in Los Angeles is seeking a marketer and credit risk professional to provide administrative, marketing and underwriting... ...reporting, and portfolio management, with a focus on risk-aware growth. The ideal candidate will have a Bachelor's (Master's preferred)...
$157.23k - $192.17k
At U.S. Bank, we’re on a journey to do our best. Helping... ...solutions across client segments as an end-to-end solution selling function across Payments... ...services, and trade.Portfolio Growth & RetentionDeliver year-... ...by engaging product specialists and implementation teamsServe...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$95.57k - $162.5k
...innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the... ...instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide. With more than 135...Full timeWork experience placementH1bWorldwideFlexible hours- ...recommend appropriate products and services—such as loans, deposits, and digital banking tools. Meet and exceed monthly sales targets by proactively identifying opportunities to cross-sell and offer solutions based on member needs. Member Issue Resolution: Assist members...Full timeWork at officeLocal areaFlexible hoursShift work
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