Personal Banker - Client Growth & Cross-Sell Pro
Citi
Citi in Encinitas, California is seeking an entry level Personal Banker to support sales, products, and service activities with the customer service team. The role focuses on building customer loyalty, increasing sales to individual clients, and delivering outstanding service. The position is full-time and located in Encinitas, CA. Responsibilities include working on small business credit requests under $250K, promoting related banking products, and coaching branch staff. #J-18808-Ljbffr Citi
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- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ..., utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by...SuggestedImmediate startAfternoon shift
- Chase is hiring a Private Client Banker in Branch Banking in California. You will be the main contact for affluent clients, managing their... ...based approach and referrals to specialists. You will support growth by expanding client balances and leveraging self-service access...Suggested
$25 - $27.88 per hour
Bank of America is looking for a motivated individual to engage clients in Solana Beach, California. This role involves educating clients on banking services and assisting with transactions using various self-service technologies. Responsibilities include managing client...SuggestedHourly pay- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the main... ...proactive and disciplined approach to generate growth in their balances. You will help acquire... ...range of financial services, including personal banking, credit cards, mortgages, auto...SuggestedImmediate startAfternoon shift
$25.93 - $41.43 per hour
...Relationship Banker SrThis position is responsible for contributing... ...of providing exemplary client service. Successfully completes... ...and analyzes client needs for cross-sell opportunities. Provides accurate... ...can meet their business or personal objectives. Manages an active...Hourly payRemote work$25 - $27.88 per hour
...purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Bank of America is looking for energetic individuals to join as Client Engagement Specialists in Oceanside, California. This role involves engaging with clients to provide support and assist with transactions through various self-service methods such as mobile and online...
- JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader branch customers. You will manage complete banking relationships with an advice-based approach and actively solicit referrals to grow client balances...Weekend workAfternoon shift
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$21.94 - $32.91 per hour
...appropriate products and services to meet their financial needs. Actively cross-sells additional products and services to meet member needs. Originates and funds unsecured loans (credit card and personal loans/lines). Communicates loan decisions. Performs follow-up...Remote workFlexible hours$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... .... This role is designed for growth oriented professionals who... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk excellence...Temporary workWork experience placementImmediate start$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... .... This role is designed for growth oriented professionals who... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk excellence...Temporary workWork experience placementImmediate start- ...Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic... ...with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development. Duties...Remote work
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...a range of financial services, including personal banking, credit cards, mortgages, auto... ...the U.S. in credit card sales and deposit growth and have the most-used digital solutions...
$25 - $26.77 per hour
...purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...Opportunity Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions... ...can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Legal Disclaimer...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Blankinship & Foster, LLC is seeking a Senior Financial Advisor to lead client relationships and drive comprehensive financial planning across... ..., client-focused service, and contributions to firm growth through business development and strategic initiatives. #J-1880...Remote job
- JPMorgan Chase & Co. in California seeks a Private Client Banker to manage a select group of affluent clients, building lasting relationships through an advice-based approach and a deep understanding of their financial needs. You will collaborate with Specialists to connect...
- ...engaging clients in the lobby to educate and assist processing cash transactions for clients having deep conversations with clients to connect them with financial solutions Requirements one year of demonstrated successful sales experience six months of cash handling experience...
$44.3k - $73k
...Personal Banker IIMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.The Personal Banker II position will provide an exceptional customer experience by...Work at office- ...Bank of America in the United States is seeking a Customer Service Banker to assist lobby clients with self-service banking, educate on mobile/online/ATM transactions, and accurately process cash transactions. The role emphasizes understanding clients’ financial priorities...
$44.3k - $73k
...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with...Full timeWork at office$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...financial plans—including investments for growth, insurance for protection, and annuities... ...providing a great client experienceBuild personalized, holistic financial plans tailored to...Full timeContract workFor contractorsWork at office- ...where people come first. With over 9 million clients and 20,000 financial advisors across the... ...No ceiling to your earning potential and growth, and your compensation is tied to the... ...flexibility that you need to balance your personal and professional lives – the best of both...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
$1,000 per month
...Learn how to prospect and network to build your business and client baseDevelop and execute on a business strategyCall on... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$100k
...individuals to join the Coldwell Banker family. Applicants without... ...the real estate needs of clients across 3,000 offices in 49 countries... ...with leads through in-person meetings, phone calls, digital... ...clients who are interested in selling or buying real estate Qualifications...Hourly payFull timeFor contractors$100k
...New or Experienced - Coldwell Banker Searching for Real Estate Agents... ...the real estate needs of clients across 3,000 offices in 49 countries... ...with leads through in-person meetings, phone calls, digital... ...clients who are interested in selling or buying real estate Qualifications...Hourly payFull timeFor contractors- ...embrace time-tested financial principles and a client-first philosophy. We inspire and motivate... ..., entrepreneurship, and professional growth come together. Your experience matters -... .... What you'll do: As the personal coach to our Nation's military families,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...people come first. With over 9 million clients and 20,000 financial advisors across the... ...concerns to accelerate trust and create personalized, comprehensive strategies to help clients... ...No ceiling to your earning potential and growth, and your compensation is tied to the...Work at officeWork from homeHome officeFlexible hours
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