Personal Banker - Client Growth & Cross-Sell Specialist
Citibank (Switzerland) AG
Citibank (Switzerland) AG is seeking an entry-level Personal Banker at the Lakeland/Mohegan Lake area to support sales, service and relationship-building with consumer clients. You will assist with small-business lending referrals, cross-sell treasury products, and coach branch staff on products and programs to deliver outstanding client experiences. The role requires 0-2 years of relevant banking or sales experience, knowledge of Smart Banking tools, and NMLS Safe Act compliance. #J-18808-Ljbffr Citibank (Switzerland) AG
- The Personal Banker SAFE Act at Citi is an entry-level role focusing on assisting sales and service activities... ...and grow sales with individual consumer clients in Forest Hills, NY. This position emphasizes cross-selling, relationship building, and adherence to Citibank...SuggestedFull time
- .... is seeking an entry level Personal Banker to support sales and service... ...increasing sales to individual clients. Located in the Bronx, NY,... ...and consumer product cross-selling, client outreach, and guidance... ...foundational banking role with growth opportunities within Consumer...Suggested
- Citi is hiring an entry-level Personal Banker to support sales and service activities for consumer clients in Bedford Village, NY. You will work with the customer service... ...loyalty and grow sales through effective cross-selling and a remarkable client experience. The role...Suggested
- ...Chelsea invites applicants for an entry level Personal Banker SAFE Act. The role supports sales, product and... ...relationships and grow loyalty among individual consumer clients. You will handle loan referrals under $250K, cross-sell treasury and related small business products,...Suggested
- Citi in Lake Grove, New York is seeking a Personal Banker SAFE Act for on-site duties in our branch.... ...and customer service teams, assist in loan and treasury cross-sell opportunities, and help grow the book of business with excellent client service. #J-18808-Ljbffr CitiSuggested
- First National Bank Of Pennsylvania is seeking a Senior Relationship Banker to drive retail banking sales and deliver exceptional customer service in branch environments. The role emphasizes leveraging leads, advising on banking products, and meeting weekly sales goals...
- Citigroup Inc. is seeking an entry-level Personal Banker to assist in sales and service... ...team in New York. The role aims to foster client loyalty and increase sales to individual... ...will handle small business opportunities, cross-sell products, and coach staff on offerings...
- ..., California, is hiring an entry-level Personal Banker SAFE Act to support the customer service... ...with sales and service activities, cross-sell treasury products, and help grow the book... .... The role emphasizes inbound/outbound client interactions, coaching of branch staff,...
- Provident Bank is seeking a Personal Banker in Manahawkin to build relationships, handle transactions, and cross-sell banking products. The role emphasizes service quality, accuracy in cash handling, and referrals to other departments to meet sales and service goals. The...
- ...Valley, California is seeking an entry-level Personal Banker SAFE Act (Mandarin/Cantonese speaking preferred... ..., building loyalty and growing the consumer client base. The role supports small business opportunities, cross-sells treasury products, and delivers exceptional...
$18 - $28 per hour
...Part time Relationship Banker I Part-time Benefits... ...and building lasting client relationships. Our culture... ...and fuel professional growth. As a proud community... ...clients, including cross-selling of products and services... ...appropriate solutions both in person and over the phone....Hourly payPart timeBank staffLocal areaNight shift- Citi is seeking a Personal Banker SAFE Act in Los Angeles and Westside Area Branches to support... ...relationship building with individual clients. You will work with the customer... ...grow Citi’s consumer business through cross-selling and enhanced service experiences. The...
- ...Lending Advisor in New York. You will be a high-touch contact for clients and external advisors, facilitating lending opportunities,... ...Advisors, RMs, IAs, and 3rd party advisors to drive loan book growth while ensuring compliance and superior client #J-18808-Ljbffr...
- ...Bank is seeking a Banking Relationship Specialist to acquire, retain, and expand business... ...ll uphold the ConnectOne culture, greet clients by name, and drive service excellence... ...branch team. Key responsibilities include cross-selling products, opening accounts, educating...Flexible hours
- ...Santander Consumer USA Inc. is seeking a Relationship Banker who serves as a trusted advisor to customers, focusing... ...solutions with exceptional service. The role actively cross-sells services, prospect for new clients, supports branch sales targets, and ensures regulatory...
- ...of mind to communities, one person at a time. Whether a customer... ...customers. At Ameris, we know that a growth mindset is key for high... ...customer needs, and cross-selling and up-selling opportunities.... ...-value consumer and business client relationships. Proactively communicate...Work experience placementWork at officeFlexible hours
$175k - $225k
...leverage your markets and trading experience to provide exceptional client service, focusing on generating revenue and expanding client relationships. The ideal candidate has 3-7 years of experience in sell-side equity trading with a firm grasp of quantitative trading...$78.32k - $117.52k
...Financial Advisor in Flushing, NY, responsible for providing financial planning guidance and selling investment management solutions. The role requires building strong client relationships and achieving sales goals in a fast-paced environment. Ideal candidates will have...- .... This role involves providing financial planning guidance and selling investment management solutions as part of a three-year program... ...services, strong sales experience, and a commitment to exceptional client service. A Bachelor's degree is preferred along with necessary...
- ...and investment management solutions. The role involves reviewing client goals, onboarding new clients, and ensuring comprehensive... ...and planning. This position offers competitive compensation and growth opportunities within a collaborative team environment. #J-18808-...
$120k - $140k
...with senior attorneys and Client Development &... ...relationships, and drive strategic growth. You’ll be part of a... .... The Senior Specialist, Client Development - Funds... ...of key initiatives and cross-practice opportunities... ...collects and processes your personal information, please...Visa sponsorshipWork visaFlexible hours- Latham & Watkins LLP is seeking a Business Development Specialist to support its market and the office Business Development team in New York... ...marketing initiatives, organize office events, and coordinate cross-team efforts with BD Core, New Business, Events & #J-18808-...Work at office
$95k - $120k
The Specialist, Client Development is responsible for supporting the Firm’s global business development... ...strategic plans to ensure successful growth and consistency regarding the Firm’s... ...communication of key initiatives and cross-practice opportunities Help to coordinate...Visa sponsorshipWork visaFlexible hours- Flywheel is seeking a Senior Commerce Specialist to lead a portfolio of ecommerce accounts across... ...optimization with media strategy to improve client ROI and drive company growth, mentoring juniors and collaborating with cross-functional teams. You will analyze data,...
$85k - $110k
Specialist, Client Activations and Tools - North America New York, NY, United States Trending At... ...adoption to help identify risks and growth opportunities. Summarize insights into... ...both Zone and Global decision-making. 4. Cross-Functional Collaboration on Client...- JPMorgan Chase & Co. is seeking a Relationship Banker for a Chase Branch in New York. You will represent our brand with hospitality,... ...edge financial technology, and deliver thoughtful solutions to clients' financial needs. You will build and manage client relationships...
- ...Growth And Partnerships Associate Reimagine the infrastructure... ...experience of every person with cancer. Are you... ...demos, and collaborate cross-functionally with... ...consulting, or a related client-facing role You have... ...working in or selling into the community oncology...Contract workWork at officeLocal areaRemote workFlexible hours
- ...development with a focus on acquisition of new clients and expanding relationships with... ...service assigned portfolios and appropriately cross sell other bank products. Overall... ...driving the profitability, quality, and growth of portfolio.Negotiates terms (collateral...
$96k - $127k
...0 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library... ...the phone, persuading specialists to share their... ...models, and regulations Cross-Sell the full range of Third... ...Allowance to invest in your growth What We’re Looking...Work experience placementInternshipWorldwideFlexible hours- ...a results-driven professional for its Strategic Implementation Team in New York. You’ll support cross-functional programs, partner with senior leaders, and help drive growth, change management, and operational readiness across the firm. You’ll define objectives, structure...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker - Client Growth & Cross-Sell Specialist. Be the first to apply!
- private banker New York, NY
- personal banker New York, NY
- private mortgage banker New York, NY
- walgreens customer service associate New York, NY
- inside customer service representative New York, NY
- customer service rep remote New York, NY
- airport customer service agent New York, NY
- bilingual customer support specialist New York, NY
- lead customer service representative New York, NY
- client experience specialist New York, NY


