Personal Banker: Growth & Small Business Solutions
Citi Group
Citigroup Inc. in Pleasant Hill, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales, service and relationship building for individual consumer clients. In this role you will handle small business cross-sell opportunities, assist with credit requests under $250K, coach branch staff, and ensure compliance with Citi policies while delivering excellent client experience. #J-18808-Ljbffr Citigroup Inc.
- ...clients. You will welcome clients and strengthen relationships within our client service model, delivering personalized conversations to identify financial solutions. You will acquire and engage branch clients, offer guidance on digital banking, and help with risk-aware...Suggested
- ...identify appropriate financial solutions. Leverage internal... ...training, and other internal business and organizational factors. First... ...the U.S. We are proud of our growth and success over the past 100... ...of our associates and promote personal and professional development...SuggestedFor contractorsWork at officeRemote workFlexible hours
- ...Accounts Representative, Personal Banker, Financial Service... ...their needs and providing solutions via the use of all... ...opportunities. ~ Going on business calls with Branch... ..., branch and Bank growth by working with management... ...commercial and small business clients/prospects...SuggestedFlexible hours
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving... ...a foundation for long‑term growth and career mobility,... ...banking products, services, and solutions Drive branch growth by identifying... ...to meet customer and business goals Support everyday banking...SuggestedWork experience placementFlexible hours- ...Private Client Banker You have a passion... ...approach to generate growth in their balances.... ...Bankers and Business Relationship Managers... ...'s households and small businesses achieve... ...grow, delivering solutions to solve all their... ...services, including personal banking, credit...SuggestedImmediate startAfternoon shift
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving... ...a foundation for long?term growth and career mobility, supported... ...products, services, and solutions Drive branch growth by identifying... ...to meet customer and business goals Support everyday banking...Work experience placementFlexible hours$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) The following... ...driving Responsible Growth and delivering for our... ...responsibilities and business needs. At Bank of... ...receive dedicated and personalized classes for your Securities... ...banking customers, small business owners and...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Farmers & Merchants Bank of Central California in Danville is seeking a Personal Banker to open new accounts, originate consumer loan applications, and nurture client relationships. You will build connections within the community, refer opportunities, and provide customer...
- Citigroup Inc. in Walnut Creek, CA seeks entry-level Personal Banker to support sales and service activities in coordination with the... ...individual consumer clients. Responsibilities include handling small business lending referrals, cross-selling treasury and related...
- ...Private Banker We are actively looking for exceptionally talented... ...from other markets, businesses and functions to provide you... ...advice, developing thoughtful solutions and delivering an exceptional... ...solutions to millions of consumers, small businesses and many of the...Temporary workWork experience placementLocal area
- ...Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client... ...sponsorship for licenses, with a focus on growth, community impact, and professional...Flexible hours
- A leading financial institution is seeking a Financial Solutions Advisor to guide clients in achieving their financial goals. This role emphasizes professional development through extensive training and mentorship. Ideal candidates possess excellent communication skills...
$28.85 - $33.65 per hour
...by driving Responsible Growth and delivering for our... ...responsibilities and business needs.At Bank of America... ...us!As a Financial Solutions Advisor Stage I (FSA I... ...receive dedicated and personalized classes for your Securities... ...banking customers, small business owners and higher...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Relationship Banker- Pleasant Hill Area Pleasant Hill... ...by driving Responsible Growth and delivering for our... ...specific responsibilities and business needs. At Bank of... ...connecting clients to solutions that meet the financial... ...partnering with experts in small business, lending, and...Work at officeFlexible hoursShift workWeekend workDay shift
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo... ...role is designed for growth oriented professionals... ...grow a defined book of business, leveraging goals based... ...to deliver integrated solutions across deposits, investments... ..., and taking personal ownership to convert qualified...Temporary workWork experience placementImmediate start- ...Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities with... ...with consumer clients, cross-sell treasury and small business products, and assist in processing loans under $250K while...
$250k
...The Personal Banker SAFE Act is an entry level position responsible for... ...Responsibilities Work with business credit requests less than $2... ...cross sell treasury and related small business products Build... ...present product offers/financial solutions Understand and comply with...Full time- ...Relationship Banker Concord, California To proceed... ...by driving Responsible Growth and delivering for our... ...responsibilities and business needs. At Bank of America... ...connecting clients to solutions that meet the financial... ...with experts in small business, lending, and...Work at officeFlexible hoursShift workWeekend workDay shift
$43.68k - $69.9k
...intended to become a Retail Personal Banker I after completing a 4-8 week... ...knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.... ...year-over-year revenue growth as measured by the Financial...Work experience placementWork at office$25 - $26.77 per hour
...this by driving Responsible Growth and delivering for our clients... ...specific responsibilities and business needs. At Bank of America,... ...priorities and connecting clients to solutions that meet the financial goals... ...partnering with experts in small business, lending, and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking... ...trusted advice, disciplined growth, and long-term... ...credit, and investment solutions. In addition, this role... ...Wealth, Home Lending, and Business Banking to deliver a... ..., and taking personal ownership to convert qualified...Temporary workWork experience placementImmediate start- ...offer the best investment solutions to meet their... ...responsibilitiesSupport Advisors book of business including but not... ...’s households and small businesses achieve... ...services, including personal banking, credit cards,... ...card sales and deposit growth and have the most-used...
$25.19 - $28.96 per hour
...Personal Banker Danville Retail Bank Employment Status: Full-Time, Hourly (40... ...motivation to offer the right financial solutions to help customers with large... ..., Personal Bankers are key in the growth and acquisition of new business and growing profitable customer relationships...Hourly payFull timeWork experience placementLocal area- JPMorganChase in Walnut Creek, CA is seeking a Private Banker to advise families on building, preserving and managing wealth, using expertise in investments, credit and banking to advise current clients and attract new assets. You will be part of a local team supported...Local area
- Citi is seeking an entry level Personal Banker in Walnut Creek, CA to support the customer service team and help execute sales, products... ...individual clients. The role focuses on assisting with small business and consumer banking needs, cross-selling treasury products...
$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their... ...client leads, making referrals to business partners based on client needs and asset... ...impact and contribute to the sustainable growth of our business and the communities we serve...Temporary workMonday to FridayShift workDay shift- ...this job. Financial Solutions Advisor Registration Candidate... ...driving Responsible Growth and delivering for our... ...for our teammates and businesses based on role-specific... ...receive dedicated and personalized classes for your... ...with banking customers, small business owners and...Work at officeImmediate start
- Bank of America in Pleasant Hill, CA seeks a Financial Solutions Advisor Stage II to obtain securities licenses (SIE, Series 7, Series 66) and to build and manage client relationships while delivering tailored financial solutions in a fast-paced financial center. The role...
- ...Series 66 Exams Build and manage client relationships, considering complex financial pictures and guiding clients with advice and solutions Work in a financial center to deliver Bank of America’s banking and investment solutions and client care Continue to practice and...Work at office
- ...Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The... ...collaborating with internal specialists. The role emphasizes business development to attract new clients and retain existing ones, with...Flexible hours
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