Personal Banker - Client Growth & Cross-Sell
Citibank (Switzerland) AG
Citibank (Switzerland) AG is hiring a Personal Banker for the Camden Branch in San Jose, California. This full-time entry-level position involves assisting with sales and service activities, fostering customer loyalty, and increasing individual consumer client sales. The ideal candidate will have 0-2 years of experience, strong communication skills, and familiarity with Smart Banking tools. Additionally, the role requires working in compliance with Citibank policies while delivering excellent client experiences through various channels. #J-18808-Ljbffr
- Citi in Milpitas is looking for a Personal Banker SAFE Act to assist in executing sales and service activities, fostering strong relationships... ...working with business credit requests, providing guidance to clients, and ensuring compliance with Citibank policies. Candidates...Suggested
- Citigroup Inc. is seeking a Personal Banker in Sunnyvale, California. This entry-level position focuses on customer relations to enhance sales with individual clients. Responsibilities include assisting in credit requests, developing referral opportunities, and ensuring...SuggestedFull timeContract work
- Citi is seeking an entry-level Personal Banker in Cupertino, California. The role focuses on enhancing customer relationships and increasing sales to individual clients through various products and services. Responsibilities include managing business credit requests, building...Suggested
- JPMorgan Chase & Co. is seeking a Private Client Banker in Cupertino, California. The role involves managing banking relationships for affluent clients, exceeding expectations, and ensuring compliance with financial regulations. The ideal candidate will possess a relationship...Suggested
$43.68k - $69.9k
...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...financial reviews. Primarily focused on cross-selling to existing customer base and engaging... ...and enhance year-over-year revenue growth as measured by the Financial Center P&...SuggestedWork experience placementWork at office- Citi is seeking a Personal Banker SAFE Act for an entry-level position in Sunnyvale, California. The role involves assisting in sales and... ...fostering customer loyalty, and increasing sales to individual clients. The successful candidate will engage with customers via...
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ..., utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by...Immediate startAfternoon shift
$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act in Los Gatos, California. This entry‑level position involves assisting in sales and service activities... ...to foster customer loyalty and increase sales for consumer clients. The ideal candidate will have 0-2 years of experience, a...$106k - $150k
...Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate...- ...Private Client Banker You have a passion for taking care of our customers and employees and... ...proactive and disciplined approach to generate growth in their balances. You will help acquire... ...range of financial services, including personal banking, credit cards, mortgages, auto...Immediate startAfternoon shift
$250k
The Personal Banker SAFE Act is an entry‑level position that assists in the execution of sales... ...increased sales to individual consumer clients. Responsibilities Work with business credit... ...refer larger lending opportunities and cross‑sell treasury and related small‑business...$19 - $25 per hour
A financial institution in Milpitas seeks a Substitute Relationship Banker to provide operational support at various branches. Responsibilities include handling teller transactions, cross-selling products, and resolving customer issues. Ideal candidates should have cash...Hourly payFull timeFlexible hours$250k
Job Summary The Personal Banker SAFE Act is an entry‑level position responsible for the assistance... ...increase sales to individual consumer clients. Responsibilities Work with business... ...refer larger lending opportunities, and cross‑sell treasury and related small business...- ...Fifth Third is seeking a Personal Banker I in San Jose, California. This role emphasizes building customer relationships and providing excellent service by processing transactions and offering tailored financial solutions. Qualified candidates will have a High School Diploma...
$50.1k - $82.8k
...business solutions). Offers clients advice and guidance on... ...Makes credit recommendations for personal lending transactions, including... ...Canada only: Registration to sell investment products completed... ...businesses, and power economic growth around the world. As a member...Contract workPart timeLocal areaImmediate startDay shift$50.1k - $82.8k
...something new. This Relationship Banker requisition supports our... ...shape team culture, and drive client growth from day one. We're looking for... ...credit recommendations for personal lending transactions, including... ...Canada only: Registration to sell investment products completed...Contract workPart timeLocal areaImmediate startDay shift- ...Description Job Description Finance Associate (2+ Years) – Growth Debt / Private Credit Direct Counsel represents a well-regarded... ...private credit deals across a range of industries Collaborate with cross-functional teams on complex, high-value transactions What We’...Private practice
- PNC Financial Services Group, Inc. is hiring a Personal Banker in Campbell, CA to enhance customer satisfaction and loyalty through proactive sales activities. The ideal candidate should have 3+ years of relevant experience, and a focus on delivering an inclusive customer...
- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt... ...and issues customer receipts. Sells and prepares money orders, cashier's checks... ...Western Union wires and cash advances. Cross-sells bank services and products. Provides...
$47.84k - $74.75k
## Personal BankerApplylocations: CA - Campbelltime type: Full timeposted... ...’s success. As a Personal Banker within PNC's Retail... ...engagement, ultimately elevating client loyalty. Delivers a full PNC... ...Prospecting., Retail Lending, Selling., Understanding Customer Needs##...Full timeTemporary workPart timeWork experience placementWork at officeShift work- U.S. Bank in Santa Clara, CA is seeking a Client Relationship Consultant 2 (Banker) to build strong relationships with customers and provide ongoing guidance on banking solutions. This role is vital in enhancing customer trust and optimizing their banking experience. The...
$26 - $29 per hour
...asset and we proudly foster growth and development empowering you... ...opening new accounts, cross‑selling bank products/services, referring... ...are met. Provide quality personalized customer service, maintain frequent... ...as a Senior Relationship Banker. May obtain (optional)...Full timeFlexible hoursWeekend work- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Sunnyvale, California. In this role, you will provide exceptional service to clients, utilizing financial knowledge and technology solutions to meet their banking needs. Candidates must have at least one...
- A major financial institution is looking for a motivated Client Specialist to engage clients in the lobby and assist with conducting transactions. Responsibilities include managing cash transactions and fostering client relationships to meet financial needs. The ideal...Full time
- A leading financial institution is seeking a motivated individual to engage with clients and assist them with transactions, including mobile and online banking. Responsibilities include building client relationships, managing cash duties, and adhering to banking regulations...Weekend work
$22.27 - $33.43 per hour
...Relationship Banker Responsible for contributing to overall branch... ...of providing exemplary client service. Successfully completes... ...and analyzes client needs for cross-sell opportunities. Provides... ...services can meet their business or personal objectives. Manages an active...Hourly pay$75k - $95k
...seeking a Financial Services Representative in San Jose, CA. The role involves conducting financial reviews, selling investment products, and managing client portfolios. Ideal candidates will have sales experience and required licenses, including Series 6 and 63. The...Base plus commissionWork at office- ...Responsibilities Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and channel preferences. Identify solutions for new and existing clients and effectively engage and communicate...Temporary work
$22 - $23.5 per hour
...opportunities, and our sustained growth and expertise in industries... ...next generation Associate Banker at East West Bank means you are... ...customer relationships Cross sell and refer bank products such... ...and technologies to optimize clients’ digital banking experience...Weekend work$20 - $24.08 per hour
...Representative is responsible for selling the bank's products and... ...and meets or exceeds personal sales goals and achieves banks cross-sales goals. The... ...existing relationships and growth of new relationships.... ...situations to customers, clients, and other employees of the...Hourly pay
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