Entry-Level Banking Pro: Service, Sales & Accounts
Citi Group
Citigroup Inc. in San Francisco, CA seeks an entry-level Universal Banker to assist in sales, products and service activities with the customer service team. The role focuses on building customer loyalty, increasing sales, and handling routine financial transactions in line with bank policies. The position is part-time, with scheduling aligned to branch needs and customer flow. Strong communication and customer service skills are required to support branch sales and service initiatives while #J-18808-Ljbffr Citigroup Inc.
$65k - $140k
...Blvd.Job Family Group:Retail Banking Sales & ServiceGuides, directs,... ...employees to deliver exceptional service to BMO customers and... ...outcomes, and ensures clear accountability for follow through.Builds interdependent... ...for part-time roles will be pro-rated based on number of...SuggestedFull timeContract workPart timeLocal area$120k - $150k
...range of corporate banking product solutions to... ...client needs and closes sales. Provides responsive, quality service. May be assigned to... ...plan results and account activities. Determines... ...risk grading; pro-actively recommends,... ...guidance to junior level Relationship Managers...AccountsFull timeWork experience placementWork at officeLocal areaRemote workWorldwide$136k - $217k
...payments and financial services.Within the Fintech Team... ...development.As Manager, Account Executive - U.S.... ...growth, ensuring timely sales cycles, with the close... ..., SWIFT, correspondent banking, aggregator / wallet networks... ...influence across multiple levels.· Superior strategic,...AccountsFull timeWork experience placementWork at officeLocal area$77.55k - $189.35k
...heart of it all.Ready to level-up your career at the company... ...across the Financial Services industry, including Banking, Insurance, and Wealth & Asset... .... As a Commercial Account Executive, you won't just... ...employees)Enterprise Corporate Sales (5,000+ employees)Responsibilities...AccountsFull timeWork at officeRemote workFlexible hours$120k - $250k
...Family Group: Wealth Sales & Service Develops, manages,... ...and grows profitable banking relationships with high... ...including individual accountability as it relates to potential... ...overall service levels. Develops rapport and... ...part-time roles will be pro-rated based on number...SuggestedContract workPart timeLocal areaShift work$140k - $170k
...Accounting Manager At Holmes, great finance is not just about reporting the numbers. It... ...presentation to the audit committee. Manage banking relationships, treasury activities, and... .... ~ Experience in AEC or professional services is helpful, but not essential....AccountsTemporary workLocal areaFlexible hours- ...global corporate cards and banking with intuitive spend... ...automation and world-class service eliminate manual expense and accounting tasks for customers so they... ...need to grow your career.Sales at BrexSales is the... ...outcomesBuild executive-level relationships and multi-thread...AccountsWork at officeRemote workWork from home3 days per week
$60k - $175k
...0.00Category: Consumer Sales, WealthCompany: CitiThe... ...the quality of the tasks/services provided. Impact of the... ...200 million customer accounts and does business in more... ..., including consumer banking and credit, corporate and... ...by jurisdiction, job level, and date of hire.-----...AccountsFull timeLocal area$120k
...0.00Category: Consumer Sales, WealthCompany: CitiThe... ...the quality of the tasks/services provided. Impact of the... ...200 million customer accounts and does business in more... ..., including consumer banking and credit, corporate and... ...by jurisdiction, job level, and date of hire.-----...AccountsFull timeLocal area$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and... ...members to deliver a comprehensive banking solution in the best interest... ...funds, mutual fund wrap accounts, ETF wrap accounts, insurance... ...for part-time roles will be pro-rated based on number of hours...AccountsPart timeLocal area$343.52k - $429.4k
...combining global corporate cards and banking with intuitive spend management,... ...native automation and world-class service eliminate manual expense and accounting tasks for customers so they can... ...support you need to grow your career.Sales at BrexThe Sales team is the...AccountsWork at officeRemote workWork from home3 days per week$110k - $135k
...Family Group: Capital Mrkts Sales & Service The salary range for this role... ...as part of day-to-day accountabilities and adheres to policies and... ...risks while protecting the bank by applying our Risk Management... ...for part-time roles will be pro-rated based on number of hours...Contract workPart timeLocal area$240k - $280k
...are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the... ...on the Financial Services team, you will own new business... ...wealth management, private banking, national and regional banking... ...buying committee — from C-level and VP-level business...AccountsFull timeContract work$108k - $115k
...About Us Rho is the modern banking platform built for the AI... ...-stage companies can open accounts in minutes, issue cards, manage... ...seeking San Francisco-based sales professionals with a track... ...teams to maintain the highest level of service and experience....AccountsFor contractors- Citi in San Francisco is seeking an entry-level Personal Banker under the SAFE Act. You will support sales and service activities, work with customers to build loyalty and... ...customer service team to drive cross-sell of banking products and services. Responsibilities...Entry level
$65k - $100k
...building the AI-native private bank for business owners. We're re-... ...as an early member of Flex's sales team. Your expertise will be highly... ...and gain trust by managing accounts, being strategic in both... ...real accountability. Founder-level exposure Direct access to leadership...AccountsImmediate startRemote workFlexible hours$123.2k - $247.8k
...Enterprise Account Executive Salesforce is the #1 AI CRM... ...heart of it all. Ready to level-up your career at the... ...role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset... ...with Prime and Cloud sales resources to ensure strategic...AccountsWork at officeRemote workFlexible hours- ...0, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network... ...modeling, and enterprise-level financial strategy. You... ...raise activities, including pro-forma reporting,...AccountsWork experience placementLocal area
- ...Commercial Account Executive Salesforce is the #1 AI CRM... ...heart of it all. Ready to level-up your career at the... ...employees across the Financial Services industry, including Banking, Insurance, and Wealth &... ...employees) Enterprise Corporate Sales (5,000+ employees)...Accounts
$85.1k - $161.7k
...provider of professional services to the middle market... ...Associate to join our Accounting and Finance Consulting... ...capital or investment banking. High upside candidates... ...Microsoft Excel Advanced level of proficiency in modeling... ...not intend to hire entry level candidates who will...Entry levelFull timeWork experience placementInternshipLocal area$101k - $203k
...provider of professional services to the middle market... ...’s degree in Business, Accounting, Finance, Economics, Engineering... ...consulting, advisory, banking, or corporate... ...consolidated or business-unit-level forecasts using bottom-... ...not intend to hire entry level candidates who will...Entry levelFull timeWork experience placementInternshipLocal area$112.1k - $225.5k
...provider of professional services to the middle market... ...’s degree in Business, Accounting, Finance, Economics, Engineering... ...consulting, advisory, banking, or corporate... ...business unit, and asset-level forecasts using both bottom... ...not intend to hire entry level candidates who will...Entry levelFull timeWork experience placementInternshipLocal area$300k - $400k
...manage everything from business accounts, payments, spend management... ...we build the future of global banking. If that sounds like you, let’... ...with help of our strategy and sales enablement teamWork collaboratively with people at all levels and across functions and culturesProvide...AccountsTemporary workLocal areaWorldwide- ...collaboration, and long-term account growth. This role is ideal for... ...who understands the financial services ecosystem and the software challenges... ...Engineers that support pre-sales through delivery, ensuring the... ...business within, major U.S. banks or financial institutions,...AccountsContract workRemote workRelocation packageFlexible hoursShift work
$185.32k - $231.65k
...global corporate cards and banking with intuitive spend... ...automation and world-class service eliminate manual expense and accounting tasks for customers so they... ..., partner-led enterprise sales cycles for Brexs embedded... ...design to executive-level negotiations and deal closure...AccountsContract workWork at officeRemote workWork from home- ...full power of Salesforce. This role sells into Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. As an... ...Perform account planning in partnership with Prime and Cloud sales resources to ensure strategic alignment Identify and...AccountsWork at officeRemote workFlexible hours
$70.5k
...Associate Account Executive Rho is the modern banking platform built for the AI era. Startups and growth-stage... ...you will play a pivotal role in our sales team, focusing on lead generation,... ...corporate cards, payments, and banking services. Your responsibilities will...AccountsFor contractors$150k - $200k
...Law Firm & Accounting Partnerships Lead Rho is the modern banking platform built for the AI era. Startups and growth-stage... ...Work cross-functionally with Sales, Onboarding, Support, and Product... ..., B2B SaaS, or professional services platform selling into or through...AccountsFor contractors- Citigroup Inc. in San Francisco is seeking an entry-level Universal Banker to support sales, products and service activities in coordination with the customer service team. You will assist in basic account openings, resolve service issues, process transactions, and refer...AccountsEntry level
$50k - $100k
...Job Family Group: Retail Banking Sales & Service Delivers exceptional... ...checks to ensure accurate data entry and lending application... ...steps. Broader work or accountabilities may be assigned as needed.... ...for part-time roles will be pro-rated based on number of hours...Contract workPart timeLocal areaImmediate startDay shift
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