Personal Banker: Build Relationships & Cross-Sell Solutions
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Fremont, California seeks an entry-level Personal Banker SAFE Act to support customer service and sales activities. The role focuses on building loyalty, cross-selling small business products, and growing referral opportunities while maintaining strong risk and compliance practices. The ideal candidate will have 0-2 years of experience, a Bachelor's degree, and NMLS/Safe Act compliance, along with strong communication skills and familiarity with Smart Banking tools. #J-18808-Ljbffr Citibank (Switzerland) AG
- ...Citigroup Inc. in Fremont, CA is seeking an entry-level Personal Banker SAFE Act to assist the sales, product, and service teams. The role focuses on building customer loyalty and increasing sales with individual consumers. Responsibilities include handling small business...Suggested
- ...Citi in Fremont, CA is seeking an entry-level Personal Banker to assist with sales, products, and services within the customer service team. You will help build loyalty, grow the book of business, and cross-sell treasury and related products. Responsibilities include handling...Suggested
- ...transactions, assist customers, and support branch operations in California. The role emphasizes accuracy, customer service, and cross-selling opportunities to meet financial goals. Ideal candidates have 6-12 months of cash handling or retail service experience; banking...Suggested
$22 - $25 per hour
...opening new accounts, cross-selling bank products/... ...appropriate financial solutions and recommendations and... ...met. Provide quality personalized customer service, maintain... ...contact to expand relationships and ensure customer retention... ...establish trust and build lasting relationships...SuggestedFull timeFlexible hoursWeekend work$45.9k - $75.9k
...guidance regarding financial solutions that are in the best... ...generating appointments, and building new relationships within the community. Addresses... ...credit recommendations for personal lending transactions,... ...Canada only: Registration to sell investment products completed...SuggestedContract workPart timeLocal areaImmediate startDay shift$45.9k - $75.9k
...guidance regarding financial solutions that are in the best... ...generating appointments, and building new relationships within the community. Addresses... ...credit recommendations for personal lending transactions,... ...Canada only: Registration to sell investment products completed...Part timeLocal areaImmediate startDay shift- ...to become a Retail Personal Banker II after completing... ...sales development and relationship building through the promotion... .... Responsible for selling a full range of banking... ...appropriate solutions using our value proposition... ...focused on cross-selling to existing...Work experience placementWork at office
$63k - $105k
...company’s success. As a Relationship Banker Business Specialist... ...through tailored solutions aligned with clients’... ...reputation and to continue building upon that we expect... ..., Prospecting., Selling., Understanding Customer... ...opportunity to qualified persons regardless of race,...Full timeTemporary workPart timeWork experience placementWork at office$19 - $23 per hour
...operational support, cross‑selling bank products and services... ...financial solutions and recommendations,... ...met. Provide quality personalized customer service, maintain... ...customer contact to expand relationships and ensure customer... ...Relationship Banker I: $19.00 - $23.00 per...Hourly payFull timeWork experience placementFlexible hours$27 - $35 per hour
...California Bank & Trust work in a relationship-centered culture where they... ..., and opportunities to build the best possible... ...full-time Branch Relationship Banker (Personal Banker) to provide top notch... ...verbal and written. Effective selling, cross-selling and referral skills...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours$250k
Personal Banker SAFE Act The Personal Banker SAFE Act is an... ...with customers to build loyalty and to help increase... ...opportunities and cross sell treasury and related... ...calls to acquire new relationships and deepen existing... ...product offers/financial solutions Understand and comply...Full time$250k
...Personal Banker Safe Act The Personal Banker SAFE Act... ...relations with customers to build loyalty and to help... ...opportunities and cross sell treasury and related... ...calls to acquire new relationships and deepen existing relationships... ...offers/financial solutions # Understand and...$250k
Overview The Personal Banker SAFE Act is an entry level position... ...with customers to build loyalty and to help... ...opportunities and cross sell treasury and related... ...calls to acquire new relationships and deepen existing relationships... ...offers/financial solutions Understand and...Full time- ...in sales and advisory activities across everyday banking, lending, and small business solutions while promoting digital self-serve options. The role emphasizes building relationships, collaborating with branch teams, and following regulatory requirements to protect customer...
- ...Relationship BankerAt Chase, we are passionate about creating... ..., and understood. We build lasting relationships... .... As a Relationship Banker in a Chase Branch, you... ...using the latest banking solutions and cutting-edge... ...meet with them, both in person and over the phone, to...Immediate startAfternoon shift
- ...Chase is seeking an Associate Relationship Banker to welcome clients in branches, apply financial knowledge, and build lasting relationships through hospitality and modern banking solutions. You will meet clients, tailor product recommendations, and connect them with specialists...Weekend workAfternoon shift
- ...Fremont, Michigan is seeking a Retail Personal Banker II after a 9-week onboarding. The role emphasizes sales development and relationship building, promoting a full range of banking... ...Retail Personal Banker role focused on cross-selling and referrals. #J-18808-Ljbffr...
$25 - $32.69 per hour
...valued, and understood. We build lasting relationships by doing the right thing, exceeding... .... As a Relationship Banker in a Chase Branch, you will... ..., using the latest banking solutions and cutting-edge financial... ...meet with them, both in person and over the phone, to build...Immediate startAfternoon shift$63k - $105k
...the company’s success. As a Relationship Banker Business Specialist within PNC... ...well-being through tailored solutions aligned with clients’... ...Matrix Management Prospecting. Selling. Understanding Customer Needs... ...employment opportunity to qualified persons regardless of race, color,...Full timeTemporary workWork experience placementWork at office- ...Co. in Fremont is seeking an Associate Relationship Banker to welcome clients, understand their financial... ...needs, and offer thoughtful banking solutions using Chase technology. You will meet clients in person and by phone, building lasting relationships and collaborating...Weekend work
- ...focus on hospitality and financial solutions. As an Associate Relationship Banker, you will greet customers, understand... ...Chase mobile and online tools. You will build lasting relationships through proactive service, meet clients in person or by phone, and learn products...
- TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities...
$28.85 - $33.65 per hour
...At Bank of America, you can build a successful career with opportunities... .... Join us!As a Financial Solutions Advisor Stage I (FSA I),... ...you receive dedicated and personalized classes for your Securities... ...building and managing client relationships to considering a client’s...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...Fairygodboss seeks a Relationship Banker in Fremont, California. This role focuses on providing exceptional client service, utilizing the latest... ...relationships and ensuring they receive tailored financial solutions. Ideal candidates have sales experience in banking or...
$25 - $27.88 per hour
...teammate has the opportunity to succeed, build a career and contribute to our shared... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...for operational excellence Builds relationships with clients to meet financial needs...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship BankerThe Relationship Banker assists members with a full range of financial products... ...to identify needs, build rapport, and convert service... ...loan applications in person or through Virtual Branch... ...into appropriate financial solutions.Demonstrated rapport-building...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
- ...Relationship Banker Milpitas, California To proceed with your application, you must be at least... ...has the opportunity to succeed, build a career and contribute to our shared success... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
$26.44 - $35.1 per hour
...Position Summary The Personal Banker delivers world-class service in... ...every client interaction. The Relationship Banker will recommend or... ...with comprehensive financial solutions, advanced technology, and exceptional... ...manner Relationship Building Explain, promote, and refer...Work at officeLocal areaFlexible hoursNight shift$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells... ...within an assigned geography, building relationships with customers by supporting everyday... ...relevant banking products, services, and solutions Drive branch growth by...Hourly payWork experience placementFlexible hours- Citi is hiring for an entry-level Personal Banker SAFE Act position in Hayward, California. This role focuses on building strong customer relationships to increase sales of banking products and services. Responsibilities include handling business credit requests, providing...
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