Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banking Specialist

Citi Group

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Francisco, CA. The role supports sales, product and service activities in coordination with the customer service team to foster customer relationships and drive loyalty. Responsibilities include handling small business lending referrals, cross-selling treasury products, developing COI/MGM referrals, and delivering excellent client service while ensuring regulatory compliance. #J-18808-Ljbffr Citigroup Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banking Specialist in San Francisco, CA vacancy
  • $132.89k - $166.11k

     ...By combining global corporate cards and banking with intuitive spend management, bill...  ...bring in new customers, expand existing relationships, and drive the company’s bottom line. With...  ...your team.What you’ll doAs a Banking Specialist on our newly formed Banking Team, you... 
    Suggested
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    5 hours ago
  •  ...entry-level Universal Banker to assist in sales, service, and relationship-building with customers. The role focuses on supporting branch...  ...service, accurate execution of transactions, and adherence to bank policies. It offers a part-time schedule with a base salary range... 
    Suggested
    Part time

    Citi

    San Francisco, CA
    2 days ago
  • $44 - $48 per hour

     ...Who We Are Five Star Bank is an award-winning and high performing $5.0 Billion community business bank operating through...  ...market. And they trust us. Position Overview The Relationship Specialist assists with new and existing complex clients that the... 
    Suggested
    Full time
    Apprenticeship
    Work experience placement
    Casual work
    Work at office
    Local area
    Night shift

    Five Star Bank

    San Francisco, CA
    1 day ago
  •  ...offices.As an Executive Director, Lending Specialist within JPMorgan Wealth Management, you...  ..., creating new and deepening existing relationships, and championing the full suite of J.P....  .../Veterans Our Consumer & Community Banking division serves our Chase customers through... 
    Suggested

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  •  ...branch-based professional to engage customers, assess needs, and recommend financial solutions across banking, lending, and investment products. You will build relationships, offer digital options, and support transactions while adhering to regulatory standards. You will... 
    Suggested

    Hispanic Alliance for Career Enhancement

    Berkeley, CA
    4 days ago
  •  ...Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and...  ...and collaborating with the Borrower Specialist team to ensure smooth application and loan...  ...booking process Acts as the primary relationship manager regarding the application, operations... 
    Work at office

    Fairygodboss

    San Francisco, CA
    3 days ago
  • $150k - $225k

    INVESTMENT BANKINGInvestment banking works on some of the most complex financial challenges and transactions in the market today. Whether...  ...an important role in developing and strengthening our client relationships, participating on our advisory teams and in structuring and... 
    Full time
    Temporary work
    Part time
    Work experience placement

    Goldman Sachs

    San Francisco, CA
    2 hours ago
  • $169.9k - $212.4k

     ...loud, but they were transformative.At Mercury, we believe modern banking* should feel the same way - powerful, personal, and effortless...  ...who can turn introductions into opportunities, events into relationships, and conversations into lasting customer relationships. You’ll... 
    Night shift

    Mercury

    San Francisco, CA
    2 days ago
  • $73k - $110k

     ...Talent Associate Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses,...  ...our New York or San Francisco offices, 5 days a week. Build relationships with the best talent in the tech ecosystem and find creative ways... 

    Rho

    San Francisco, CA
    5 days ago
  • $77k - $202k

     ...& SummaryThe OpportunityAs a Test Execution Leader within our Banking and Capital Markets sector, you will play a pivotal role in driving...  ...conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or... 
    Full time
    H1b

    PwC

    San Francisco, CA
    5 hours ago
  • $150k - $225k

    Associate, Investment Banking- Technology This range is provided by Cantor Fitzgerald. Your actual pay will be based on your skills...  ...play an essential role in developing and managing our client relationships. Our Associates are an integral part of our deal teams, taking... 
    Full time
    Temporary work
    Work at office

    Cantor Fitzgerald

    San Francisco, CA
    3 days ago
  •  ..., and Skills:Experience supporting wealth management, private banking, or high net worth lending portfoliosFamiliarity with regulatory...  ...structuresExperience partnering directly with Front Office or relationship managersPrior mentoring or informal leadership experience with... 

    JP Morgan Chase

    San Francisco, CA
    5 hours ago
  •  ...Mentorship Included Are you a licensed insurance agent looking to take your career to the next level? Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families? We're offering a unique opportunity to learn,... 
    Immediate start
    Remote work
    Flexible hours

    GIA Legacy Planning

    San Francisco, CA
    2 days ago
  • We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. This role...  ...in a timely and professional manner.Maintain strong client relationships by researching and resolving inquiries efficiently and accurately... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    San Francisco, CA
    5 hours ago
  • $44.3k - $66.4k

     ...referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into...  ...sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive... 
    Contract work
    Part time
    Local area
    Day shift

    BMO Financial Group

    San Francisco, CA
    1 day ago
  • $115k - $145k

     ...You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Healthcare, Higher Education...  ..., Higher Education and Not for Profit - Middle Market Banking and Specialized Industries team, you will play a crucial role... 

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    3 days ago
  •  ...value proposition to incoming employees at target firmsCultivate relationships with firm employees. Source leads and referrals to generate...  ...opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clientsProvide complete... 

    Citigroup Inc

    San Francisco, CA
    1 day ago
  •  ...about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team....  ...leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach... 
    Work experience placement
    Remote work

    JPMorgan Chase

    San Francisco, CA
    3 days ago
  •  ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...  ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... 
    Part time

    Chase

    Daly City, CA
    3 days ago
  • $44.3k - $66.4k

     ...Retail Banking Sales & Service Part-time 30 hours per week. Delivers exceptional...  ...opportunities that further grow the customer's relationship with BMO beyond personal banking....  ...business banking solutions to refer to specialists. Passionate commitment to helping... 
    Part time
    Day shift

    Bmo

    San Francisco, CA
    2 days ago
  • $72.99k - $98.99k

     ...The Private Wealth, Transition Operations Specialist supports the Transition Manager in executing the onboarding process for Private...  ...to support advisor transitions, onboarding events, and relationship-building activities. Qualifications, Education, Certifications... 
    Hourly pay
    Full time
    Local area
    Monday to Friday
    Flexible hours

    Citizens Bank

    San Francisco, CA
    2 days ago
  • $100k - $160k

     ..., you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next.About the teamThe Strategy & Operations team at Airwallex plays a pivotal role in... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    5 hours ago
  • $110k - $170k

     ..., you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next.About the teamThe Revenue Strategy & Enablement team at Airwallex sits at the heart... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    4 days ago
  • $80k - $110k

     ...performers can advance to SPL in approximately one year making this a fast-track alternative to traditional entry-level consulting, banking, or tech rotational programs.What You'll Own:Partner with frontier AI labs to coordinate dataset generation projects, manage... 
    Rotational program
    Internship

    Affinity Executive Search

    San Francisco, CA
    4 days ago
  • Job Description Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial...  ...Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and... 
    Flexible hours

    JPMorganChase

    San Francisco, CA
    5 days ago
  • $175k - $225k

    Mizuho | Greenhill Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products... 
    Full time
    H1b

    Mizuho Financial Group

    San Francisco, CA
    5 hours ago
  • $100k - $155k

     ..., you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next.About the teamThe Legal, Risk & Compliance (LRC) team at Airwallex is a collaborative... 
    Temporary work
    Work at office
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    3 days ago
  •  ...rebuilding the financial infrastructure that independent operators rely on. By replacing paperwork with modern tools for accounting, banking, and spending, Ambrook gives owners the data they need to prove viability to lenders and the next generation. We empower the... 
    Work at office
    Flexible hours
    Shift work

    Ambrook

    San Francisco, CA
    5 days ago
  • $70.5k

     ...Associate Account Executive Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage...  ...Executives to drive new business and support existing client relationships. You'll have the opportunity to immerse yourself in the dynamic... 
    For contractors

    Rho

    San Francisco, CA
    4 days ago
  • $165k - $185k

     ...The Tech, Media, Telecom Corporate Banking Associate is an intermediate level professional responsible for leading the planning of...  ...Responsibilities: Partner with Senior Bankers to provide overall relationship management support Assist with day to day cash management... 
    Full time

    Citi

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banking Specialist. Be the first to apply!