Personal Banker: Growth & Cross-Sell Focus
Citi
Citi is seeking an entry-level Personal Banker in South San Francisco, CA. The role supports customer service and sales activities, aiming to foster customer loyalty and increase client relationships. The position involves handling small business and consumer product referrals, coaching branch staff, and promoting digital channels while ensuring risk and regulatory compliance. A Bachelor's degree is required, with 0–2 years of related experience. #J-18808-Ljbffr Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Personal Banker: Growth & Cross-Sell Focus in South San Francisco, CA vacancy
- Citigroup Inc. in South San Francisco, CA is seeking an entry-level Personal Banker to assist in sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and grow sales to individual...Suggested
- Citigroup Inc. in San Francisco is seeking an entry-level Personal Banker to assist in sales and service activities with the customer service... .... The position involves handling small business referrals, cross-selling treasury products, coaching staff, and ensuring adherence to...Suggested
$157.04k - $235.56k
...with venture capital-backed, growth-stage technology companies, primarily... ...are met;Identifies cross-sell opportunities to deepen and increase... ...ethical judgment regarding personal behavior, conduct and... ...making sound decisionsHighly focused, able to rapidly identify key...SuggestedFull timeCitigroup
San Francisco, CA7 days ago- ..., and an enduring culture of growth and success. We have a small,... ...coordinate service requests and cross sell new products by partnering... ...corporate structure and our bankers are entrusted with considerable... ...portfolio, with a strong focus on our existing customer verticals...SuggestedWork at officeRemote work
Hingham Institution for Savings
San Francisco, CA3 days ago $50.1k - $82.8k
...Makes credit recommendations for personal lending transactions,... ...Canada only: Registration to sell investment products completed... ...personal customer experience. A focus on results and the ability to... ...businesses, and power economic growth around the world. As a member...SuggestedContract workPart timeLocal areaImmediate startDay shiftBmo
Daly City, CA3 days ago$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you... ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices... ...Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work...Full timeTemporary workWork experience placementWork at office- Tri Counties Bank seeks Personal and Senior Bankers in California to provide confident customer service at the branch and expand client relationships. You will handle teller transactions, open new accounts, and promote services to meet customer needs. The role requires...
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...$250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral...Full time$310k - $365k
...SummaryDLA Piper is seeking a Finance associate to join its Venture & Growth subgroup in any of our New York or California offices (New York,... ..., and pro bono programs.Manage and support complex domestic and cross-border corporate, finance, real estate, tax, employment, and...Full timeWork at officeRelocationRelocation packageDLA Piper
San Francisco, CA3 days ago$58.5k - $97.5k
...to the company’s success. As a Senior Personal Banker within PNC's Retail Banking organization... ...expect our employees to be: Customer Focused - Knowledgeable of the values and... ...Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work...Full timeTemporary workPart timeWork experience placementWork at officePNC
San Carlos, CA4 days ago$22 - $31 per hour
...and experience. POSITION SUMMARY & MISSION As a Personal Banker you provide confidence-inspiring service to members of our community... ...you bring to life Tri Counties Bank’s vision of a community-focused financial institution. You maintain and deepen banking...Hourly payLocal areaTri Counties Bank
South San Francisco, CA2 days ago$120k - $250k
...while providing expert service and highly personalized interaction. Develops and executes a... ...based approach to develop and execute the growth and retention strategy the portfolio.... ...Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert...Contract workPart timeLocal areaShift workBank of Montreal
San Francisco, CA3 days ago- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment... ...computer and issues customer receipts. Sells and prepares money orders, cashier's... ...Western Union wires and cash advances. Cross-sells bank services and products. Provides...
TradeJobsWorkForce
San Francisco, CA2 days ago - F.N.B. Corporation is seeking a Floating Relationship Banker to support consumer banking transactions, account servicing, and lending... ...working at various market locations. Prioritize customer service and cross-sell opportunities while using approved branch technology. #J-18808...
- Citi in San Francisco is seeking an entry-level Personal Banker under the SAFE Act. You will support sales and service activities, work... ...This role coordinates with the customer service team to drive cross-sell of banking products and services. Responsibilities include...
- ...Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies... ...Make appropriate recommendations in the selling and cross-selling of Bank products and services.... ...skills Detail-oriented Ability to use a personal computer and job-related software MS...Work at office
$25 - $26.77 per hour
...the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and... ...highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates...Hourly payWork at officeShift workWeekend workDay shift$122.4k - $228k
...while providing expert service and highly personalized interaction. Develops and executes a... ...based approach to develop and execute the growth and retention strategy the portfolio.... ...Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert...Part timeShift work$70.31k
...while providing them with exceptional personalized service and investment products. This... ...Center Managers to identify and leverage cross-sell opportunities. Supports all product and... ...transfer opportunities for career growth Volunteer work Patelco Credit Union is...Full timeTemporary workPart timeWork experience placementWork at officeImmediate startFlexible hours$250k
...The Private Banker Sr. Principal The Private Banker... ...client families that cross generations to establish... ...activities to maximize revenue growth and client satisfaction... ...place team goals above personal achievement.... ...record in relationship selling Education: ~ Bachelor...Full timeCiti
San Francisco, CA5 hours ago- ...Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.ResponsibilitiesManage monthly and quarterly close and reconciliations across funds and SPVsPrepare NAV, capital accounts...Seasonal workWork at officeFlexible hours
Robert Half
San Francisco, CA6 days ago $104.7k - $154k
...beyond restaurants, which is a critical growth driver for the overall company. We enable... ...monthly close, weekly business reviews, and cross-team planning processes, partnering... ...This is a highly detail-oriented, execution-focused role: you'll spend most of your time working...Hourly payWork at officeLocal areaRemote workFlexible hoursDoordash
San Francisco, CA3 days ago$92.22k - $106.1k
...We want to help you achieve growth by giving you access to a network... ...an experienced and client-focused Workday Consultant to join our... ...fit-gap analysis to identify personalization areas and develop solutions... ...effectively collaborate with cross-functional teams to ensure seamless...Full timeContract workLocal areaFlexible hoursArmanino
San Francisco, CA5 days ago$95k - $160k
...save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers... ...families, providing comprehensive personal financial planning, investment... ...client service Proven track record with cross-training, task-sharing and mutually...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at officeGoldman Sachs
San Francisco, CA5 days ago- ...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.... ...Commitment to teamwork and a focus on delivering The Citizens...
$260k - $390k
...to a wide range of complex domestic and cross-border financing transactions, working alongside... ...for its technical excellence and client-focused approach. The ideal candidate will... ...financings, receivables financings, and growth capital transactions, representing both lenders...Work at officeOmega Point Partners
San Francisco, CA4 days ago$90k - $180k
....Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.Builds and maintains... ...client relationships.Identifies revenue and cross-selling opportunities to enhance portfolio growth.Identifies...Full timeContract workPart timeWork experience placementWork at officeLocal areaBMO Bank
San Francisco, CA3 days ago- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco... .... We do this by driving Responsible Growth and delivering for our clients, teammates... ...starter with a strong work ethic and intense focus on results, acting in the best interest...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
San Francisco, CA2 days ago $24 - $25.5 per hour
...explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and... ...East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...East West Bank
San Francisco, CA2 days ago$100k - $125k
...contributor to have a front-row seat to the growth of a frontier tech leader and help... ...monthly budget vs. actuals analysis, and cross-functional financial discipline.Manage the... ...Advanced financial modeling skills with a focus on accuracy and scalability. You take pride...Work at officeG2 Venture Partners
San Francisco, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker: Growth & Cross-Sell Focus. Be the first to apply!
