Junior Personal Banker: Grow Clients & Cross-Sell Solutions
Citi
Citi in Palo Alto, CA is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities within the customer service team. The role aims to build loyalty and increase sales to individual consumer clients, while cross-selling treasury and small business products. Responsibilities include handling small business referrals, coaching staff, and guiding clients through digital channels, with a focus on risk-aware, compliant service delivery. #J-18808-Ljbffr Citi
$61.28k - $85.52k
...The Personal Banker SAFE Act is an entry level position responsible... ...individual consumer clients. Responsibilities:... ...opportunities and cross sell treasury and related small... ...in strategies to grow the small business client... ...offers/financial solutions Understand and comply...SuggestedFull time- ...Switzerland) AG in Palo Alto is seeking an entry-level Personal Banker SAFE Act to assist in executing sales, products and service... ...loyalty and help increase sales to individual consumer clients, including cross-selling treasury and related small business products while...Suggested
- Citigroup Inc. in Palo Alto is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with... ...customer loyalty and increase sales to individual consumer clients, including small business opportunities. You will handle...Suggested
$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is... ...to individual consumer clients. Responsibilities:... ...lending opportunities and cross sell treasury and related... ...in strategies to grow the small business client... ...product offers/financial solutions Understand and...SuggestedFull time- WaFd Bank is looking for a motivated Personal Banker to help enhance financial health within the community. You'll assist clients with both personal and business banking solutions while reflecting WaFd's core values of integrity and teamwork. This position requires solid...Suggested
- ...Hebrew to drive business growth and client success within the Technology... ...delivering tailored financial solutions that align with their business... ...new clients. Maintain, grow and service assigned portfolios and appropriately cross sell other bank products. Overall accountability...
- ...Advisor to acquire and grow relationships with emerging High Net Worth clients in the California innovation... .... You will deliver personalized guidance and ongoing... ...insurance, credit, and banking solutions. Based in Menlo Park,... ...client conversations, cross-team collaboration, and...
$131.25k - $175k
...an expense and corporate card solution that eliminates the hassles... ...ensure we are delighting our clients and exceeding goals.You will... ...expense customers and partner cross-functionally with product, finance... ...position within a rapidly growing fintech company, working with...$50k - $100k
...guidance regarding financial solutions that are in the best... ...-based assessments to grow loyalty and identify... ...solutions). \n Offers clients advice and guidance on... ...credit recommendations for personal lending transactions,... ...only: Registration to sell investment products...Full timeContract workPart timeLocal areaImmediate startDay shift- ...The Private Banker Sr. Principal is an internally... ...prospects into clients. Demonstrate an... ...families that cross generations to establish... ...develop long‑term solutions to strengthen... ...team goals above personal achievement. Encourage... ...in relationship selling Education ~...
$250k
...Managing Director, Private Banker, Palo... ...The position entails growing the existing client business, along with... ...to develop long-term solutions that strengthen client... ...place team goals above personal achievement.* Work collaboratively... ...in relationship selling**Education:***...Full time- ...Chase is seeking a Relationship Banker to deliver exceptional hospitality, acquire, manage, and retain client relationships, and provide thoughtful financial solutions. You will engage clients using Chase Mobile App and online tools, while collaborating with teammates...
$47.84k - $74.75k
...success. As a Branch Banker within PNC's... ...ecosystem partners to grow customer's share... ...wallet. Positions PNC solutions to drive new... ...ultimately elevating client loyalty. Delivers... ..., Retail Lending, Selling, Understanding Customer... ...to qualified persons regardless of race...Full timeTemporary workPart timeWork at office$235k - $310k
...engage in meaningful work and grow your career. Let’s see what we... ...jurisdictions worldwide, representing clients ranging from emerging growth... ...plans, equity awards, and cross-border employment matters. In... ...practical, business-focused solutions to complex legal issuesEducationJuris...JuniorFull timeWork at officeLocal areaWorldwideRelocationRelocation package$200k - $300k
...Banker SAFE Act The Banker SAFE Act is... ...develop new, innovative solutions. Required to think... ...prospects into clients. Demonstrate an... ...families that cross generations to establish... ...team goals above personal achievement.... ...record in relationship selling ~ Demonstrates...Full time- U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, offering informed guidance on deposit... ..., and promote digital tools while fostering trusted client relationships. The role emphasizes a digital-first mindset...
- The Personal Banker at Fremont Bank delivers world-class service at every client interaction, recommending retail products and developing relationships to maximize growth. You will meet sales and referral objectives through outbound calling, prospecting, and collaborating...
- ...memorable experiences for our clients and employees, making them... ...doing the right thing, creating personalized experiences, exceeding... ...As a Senior Private Client Banker in a J.P. Morgan or Chase Branch... ....P. Morgan products, banking solutions and cutting-edge financial technology...Immediate startAfternoon shift
- Bank of America in Belmont, CA seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 exams and apply foundational advisory skills. You'll develop client relationships, deliver comprehensive financial guidance, and collaborate with...
- Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate...
$43.68k - $69.9k
...intended to become a Retail Personal Banker I after completing a 4-8 week... ...and recommend appropriate solutions using our value proposition.... ...reviews. Primarily focused on cross-selling to existing customer base... ...businesses and communities grow through smart financial services...Work experience placementWork at office- BCG Attorney Search seeks a Global Equity Junior Associate to join its Palo Alto team. The role focuses on advising multinational clients on equity compensation and incentive arrangements across jurisdictions, handling international tax, securities, and regulatory matters...Junior
$28.85 - $33.65 per hour
...Growth and delivering for our clients, teammates, communities and shareholders... ...with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...you receive dedicated and personalized classes for your Securities Industry...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Personal BankerWant to help strengthen your community's financial... ...WaFd Bank is hiring a Personal Banker.WaFd Bank has been a financial... ...consumers and business clients across nine Western states. Our... ...personal and business banking solutions that improve their financial...Work at office
- ...cutting-edge technologies, and grow your skills on a long-term... ...days per week on-site at the client's office required. No sponsorship... ...requirements and deliver solutions that meet real-world needs Research... ...new technologies, collaborate cross-functionally, and grow within...JuniorInternshipWork at officeRelocation3 days per week
$165k - $175k
...manager, ensuring high client retention by meeting... ...needs and developing personalized wealth planning strategies... ...Your focus will be on growing assets under... ...Programs, and Workplace Solution Programs. Lead and/... ...financial plan. Identify cross-department solutions for...Local areaFlexible hours$51.83k - $63.36k
...communities we support to grow and succeed. We believe... ...to life, and each person is unique in their potential... ...Relationship Bankers build relationships with... ...first mindset. Strong client relationships are based... ...services, and recommending solutions based on each customer’...Full timeTemporary workLocal area- ...Enterprise Solution Consultant Palo Alto, California Atomicwork... ...platform that enables growing businesses to reduce operational... ...technical support to sales teams and clients throughout the sales process.... ...never ask for payment or personal financial information during...Work at officeImmediate startWork from homeFlexible hours
- ...seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role requires strong interpersonal...Weekend work
- ...memorable experiences for our clients and employees, making... .... As a Relationship Banker in a Chase Branch, you... ...the latest banking solutions and cutting-edge financial... ...with them, both in person and over the phone, to... ...nonprofits and cities grow, delivering solutions to...Immediate startAfternoon shift
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