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

Entry-Level Personal Banker: Grow Relationships & Cross-Sell

Citi

Citi in San Francisco is seeking an entry-level Personal Banker SAFE Act to support sales, products and services with the customer service team. The role focuses on building customer loyalty and increasing sales for individual consumers. Responsibilities include processing small business lending referrals up to $250K, cross-selling treasury products, and growing Book of Business while maintaining excellent client experience. Full-time, on-site role with Citi benefits. #J-18808-Ljbffr

Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Entry-Level Personal Banker: Grow Relationships & Cross-Sell in San Francisco, CA vacancy
  •  ...Citigroup Inc. in San Francisco, CA is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer...  ...include handling small business lending referrals, cross-selling treasury products, coaching staff, and promoting digital... 
    Entry level

    Citigroup Inc

    San Francisco, CA
    2 days ago
  • Citi is hiring for an entry-level Personal Banker in San Francisco, CA. The role supports sales, product and service activities with the customer...  ...sales. The position involves handling small business cross-sell opportunities, coaching branch staff, and ensuring risk/compliance... 
    Entry level
    Full time

    Citi

    San Francisco, CA
    1 day ago
  • $61.28k - $85.52k

    Citi is seeking a Personal Banker in San Bruno, California. This entry-level position focuses on building customer relationships and assisting with sales and product service activities to enhance client loyalty. The role involves working with business credit, managing... 
    Entry level

    Citi

    San Bruno, CA
    4 days ago
  • $250k

    Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution...  ...opportunities and cross sell treasury and related...  ...Assist in strategies to grow the small business client...  ...inbound calls to acquire new relationships and deepen existing... 
    Entry level
    Monday to Friday

    Citigroup Inc.

    San Francisco, CA
    3 days ago
  • $250k

     ...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance...  ...lending opportunities and cross sell treasury and related...  ...in strategies to grow the small business...  ...calls to acquire new relationships and deepen existing... 
    Entry level
    Full time

    Citigroup

    Daly City, CA
    3 hours ago
  •  ...commercial mortgage and relationship banking services in...  ...service requests and cross sell new products by partnering...  ...estate customers to grow their deposit relationship...  ...by providing a high level of service, offering...  ...corporate structure and our bankers are entrusted with... 
    Remote work

    Hingham Institution for Savings

    San Francisco, CA
    1 day ago
  •  ...the Institutional Banking team. The role aims to drive revenue by cross-selling Citi’s platform while deploying capital and managing risk. Responsibilities include relationship support for senior bankers, cash management activities, and cross-selling across Citi’s product... 

    Citibank (Switzerland) AG

    San Francisco, CA
    2 days ago
  • $122k - $240.5k

     ...comprised of professional relationship managers, marketers...  ...at the Manager level, you will lead Pod...  ...shaping and co-sell attribution; collaborate...  ...activation. Cross-OP Activation: Coordinate...  ...development From entry-level employees to...  ...and connect and grow through mentorship.... 
    Entry level
    Local area

    Deloitte

    San Francisco, CA
    13 hours ago
  •  ...Senior Commercial Banking Relationship Manager to join our...  ...will:Develop, retain, and grow complex to highly...  ...Management group that are cross functional and companywide...  ...engage with all levels across the enterprise to...  ...outside activities or personal investing; affected employees... 
    Full time
    Work experience placement

    Wells Fargo

    San Francisco, CA
    1 day ago
  • $167.3k - $311k

     ...Summary Client Relationship Executive (CRE) -...  ...fulfillment of personal and account white...  ...experienceProven track record in selling and/or delivering...  ...to influence cross-functional...  ...development From entry-level employees to senior...  ...and connect and grow through mentorship... 
    Entry level
    Local area
    Shift work

    Deloitte

    San Francisco, CA
    4 days ago
  • $50.1k - $82.8k

     ...needs-based assessments to grow loyalty and identify...  ..., and building new relationships within the community. Addresses...  ...ensure accurate data entry and lending application...  ...recommendations for personal lending transactions, including...  ...only: Registration to sell investment products... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO Harris Bank

    San Francisco, CA
    2 days ago
  • $19 - $23 per hour

     ...providing operational support, cross‑selling bank products/services, and...  ...of Safe Deposit box (e.g. entry, opening, maintenance)....  ...are met. Provide quality personalized customer service, maintain...  ...customer contact to expand relationships and ensure customer retention... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours

    Cathay Bank

    Daly City, CA
    13 hours ago
  • $65k - $200k

     ...financial institution in California is seeking a Commercial Banking Relationship Manager to enhance commercial banking activities. The ideal...  ...new clients, managing existing relationships, and cross-selling financial services. Competitive compensation ranging from $6... 

    East West Bank

    San Francisco, CA
    3 days ago
  •  ...Bank in San Francisco is seeking a seasoned Business Relationship Manager to deepen existing relationships and grow new ones across commercial lending, private...  ...The role emphasizes sales, client education, and cross-border banking between U.S. and Asia. #J-18808-Ljbffr... 

    East West Bank

    San Francisco, CA
    13 hours ago
  •  ...Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Francisco, CA. The role...  ...customer service team to foster customer relationships and drive loyalty. Responsibilities...  ...small business lending referrals, cross-selling treasury products, developing COI/... 
    Entry level

    Citigroup Inc

    San Francisco, CA
    2 days ago
  • Citi in San Francisco seeks an entry level Personal Banker SAFE Act to support sales, products and service activities with the customer service...  ...handling small business credit referrals under $250K, cross-selling treasury products, developing referral opportunities, delivering... 
    Entry level

    Citi

    San Francisco, CA
    3 days ago
  •  ...clients, coordinating with Institutional Banking. The role aims to drive revenue by cross selling Citi’s platform while deploying capital and managing risk. You will partner with Senior Bankers, assist with cash management and trading initiatives, and support cross-selling... 

    Citi

    San Francisco, CA
    3 days ago
  • $163.4k - $322.1k

     ...professional alliance relationship managers, marketers, and...  ...and nurture executive-level relationships with Deloitte...  ...: Orchestrate Cross-Offering Portfolio activation...  ...Professional development From entry-level employees to...  ...and connect and grow through mentorship. From... 
    Entry level
    Local area

    Deloitte

    San Francisco, CA
    1 day ago
  • You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship...  ...in Government Banking, your primary role will be to acquire, grow and retain profitable relationships within these industry verticals... 
    Local area

    JP Morgan Chase

    San Francisco, CA
    1 day ago
  •  ...customer focused, enjoy building relationships and providing financial...  ...you will be responsible for growing and retaining profitable relationships...  ...Innovation Economy bankers FEDERAL DEPOSIT INSURANCE ACT...  ...pretrial diversions or program entries. JPMorganChase, one of the oldest... 

    JP Morgan Chase

    San Francisco, CA
    13 hours ago
  • $122.5k - $423.78k

     ...OpportunityAs a Client Relationship Executive - Cyber...  ...executive-level stakeholder relations...  ...collaborating with cross-functional teams....  ...professional services selling- Excelling in...  ...holiday pay, vacation, personal and family sick...  ...hire experienced or entry level job seekers... 
    Entry level
    Full time
    H1b

    PwC

    San Francisco, CA
    3 days ago
  •  ...of investment strategies for major market clients in coordination with Institutional Banking. The role aims to drive revenue by cross-selling the Citi platform while deploying capital and managing risk. The position requires 4-8 years of experience, strong credit skills... 
    Full time

    Citigroup Inc.

    San Francisco, CA
    3 days ago
  • $25 - $27.88 per hour

     ...expectations, while providing an appropriate level of flexibility based on role‑specific...  ...career with opportunities to learn, grow, and make an impact. Join us! This position...  ...for operational excellence Builds relationships with clients to meet financial needs Follows... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    3 days ago
  • $25 - $26.77 per hour

     ...expectations, while providing an appropriate level of flexibility based on role-specific...  ...career with opportunities to learn, grow, and make an impact. Join us! This position...  ...for operational excellence Builds relationships with clients to meet financial needs... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    3 days ago
  •  ...tailored financial solutions to small businesses across the San Francisco area. You will combine digital tools with strong relationship-building to grow revenue, engage branch partners, and refer clients to other business lines. The role emphasizes outside prospecting,... 

    U.S. Bank

    San Francisco, CA
    4 days ago
  • $37.56 - $45.9 per hour

     ...enabling the communities we support to grow and succeed. We believe it takes all of...  ...bring our shared ambition to life, and each person is unique in their potential. A career...  ...million. Actively deepens existing customer relationships through routine calling and develops new... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    San Francisco, CA
    4 days ago
  • $24.92 - $30.46 per hour

     ...the communities we support to grow and succeed. We believe it...  ...ambition to life, and each person is unique in their potential...  ...from Day One. Job Description Relationship Bankers build relationships with...  ...mindset Demonstrated basic level of proficiency in making appropriate... 
    Temporary work
    Local area

    Us Bank

    San Francisco, CA
    4 days ago
  •  ...banking institution in San Francisco is seeking a Bilingual Relationship Banker to deliver outstanding customer service. This role focuses on...  ...diploma is required, and the position offers opportunities for career development and cross-training. #J-18808-Ljbffr Saludos Hispanos

    Saludos Hispanos

    San Francisco, CA
    1 day ago
  • $190k - $211k

    Private Banking Relationship Manager - San Francisco, CA Associates at...  ...environment for all employees to grow and thrive. As a premier...  ...job-related factors such as level of experience. This position...  ...to discriminate because of a person’s relationship or association... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    San Francisco, CA
    13 hours ago
  •  ...risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established...  ...and the bank, adhering to all applicable laws and regulations Growing business knowledge and network by partnering with experts in small... 
    Weekend work

    Jobtailor

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Personal Banker: Grow Relationships & Cross-Sell. Be the first to apply!