Personal Banker: Client Growth & Cross-Sell
Citibank
Citi in Sunnyvale, California is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients. Responsibilities include handling small business credit requests under $250K, referring larger opportunities, cross-selling treasury products, and coaching branch staff on programs. #J-18808-Ljbffr Citi
$150k - $195k
...Manager, Sales and Client Growth – Late Stage Company and Investor RelationshipsOrrick... ...Building Track and manage personal and firm networks of... ..., executives, investors, bankers, thought leaders, and other... ...the Orrick platform for cross-selling opportunities globally. Create...SuggestedTemporary workWork experience placementFlexible hours- ...Charles Schwab invites experienced Financial Consultants to join a growth-focused team dedicated to holistic wealth management. You’ll start with an established book of clients, building trusted relationships and guiding investment decisions with clear, empathetic communication...Suggested
$250k
...Personal Banker Safe Act, Sunnyvale Branch, OfficerThe Personal Banker Safe Act is an entry level... ...increase sales to individual consumer clients.Responsibilities:Work with business... ...refer larger lending opportunities and cross sell treasury and related small business productsBuild...Suggested$43.68k - $69.9k
...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...financial reviews. Primarily focused on cross-selling to existing customer base and engaging... ...and enhance year-over-year revenue growth as measured by the Financial Center P&...SuggestedWork experience placementWork at office$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible... ...increase sales to individual consumer clients. Responsibilities: Work with business... ...refer larger lending opportunities and cross sell treasury and related small business...SuggestedFull time$50k - $100k
...business solutions). Offers clients advice and guidance on... ...Makes credit recommendations for personal lending transactions, including... ...Canada only: Registration to sell investment products completed... ...businesses, and power economic growth around the world. As a member...Contract workPart timeLocal areaImmediate startDay shift- ...change and develop new growth opportunities. We are continuously... ...around the world help clients innovate at unmatched... ...8 years of experience selling enterprise managed... ...areas, with ability to cross sell into the other... ...employment opportunities for persons with disabilities or...Work experience placementLive inWork at officeLocal area
- ...Bank of America in United States–Cupertino seeks a Client Services Associate to greet and assist clients in the lobby, process cash transactions, and guide customers to self-service options like mobile and online banking. Commissioned roles include educating clients...Flexible hours
$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...increase sales to individual consumer clients. Responsibilities: Work with business... ...refer larger lending opportunities and cross sell treasury and related small business products...Full timeMonday to Friday- ...Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that...
$250k
...Personal Banker Safe Act, Saratoga Branch The Personal Banker Safe Act is an entry level position... ...increase sales to individual consumer clients. Responsibilities: Work with... ...refer larger lending opportunities and cross sell treasury and related small business products...- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ..., utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by...Immediate startAfternoon shift
$47.84k - $74.75k
...company's success. As a Branch Banker within PNC's retail... ...engagement, ultimately elevating client loyalty. Delivers a full PNC conversation... ...Prospecting, Retail Lending, Selling, Understanding Customer Needs... ...opportunity to qualified persons regardless of race, color, sex...Full timeTemporary workPart timeWork experience placementWork at office- ...Relationship Manager to deepen relationships and drive growth across C&I, CRE, mortgages, SBA, and treasury... ...emphasizes educating customers on digital platforms, cross-selling financial solutions, and building ongoing client partnerships while maintaining compliance with...
- ...Salary (US): 145000Job Summary Lead the client portfolio from the USA, serving as the senior... ...relationships, and drive portfolio growth while maintaining delivery quality and commercial... ...engagements; drive timely resolution of cross-program issues and escalations.Business...
- ...in San Francisco/Silicon Valley seeks a Manager of Sales and Client Growth focused on late-stage company and investor relationships.... ...sectors. You will advise top clients on strategic growth, support cross-selling across Orrick’s platform, and lead client events and #J-1880...
$121.44k - $154.84k
...capabilities that support our clients' needs throughout the... ...in buy-side and sell-side transaction advisory... ...or function servicing cross-industry clients at a national... ...will require in-person attendance at least three... ...exceptional career-growth opportunities and a distinctive...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Relationship Banker - Peninsula South Cupertino, California;Sunnyvale, California **To proceed with your application,... ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose... ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeShift workWeekend workDay shift
$22.33 - $33.18 per hour
...like to work for a company where personalized service matters and you won't feel... ...and more! As the Personal Banker , you will build and strengthen client relationships by providing personalized... ...to consumer and small business growth. This role also provides...Work at officeLocal area- ...Bank of America in Milpitas, CA is hiring for a client-focused associate to welcome and assist clients in the lobby with self-service banking, cash transactions, and financial guidance. You will build relationships, educate customers on online/mobile banking, and connect...Flexible hours
$23 - $31 per hour
...Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...building, sound judgment, and the ability to balance service with growth.In this role you will:Build lasting customer relationships...Work experience placementFlexible hours$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ..., sound judgment, and the ability to balance service with growth. In this role you will: Build lasting customer relationships...Hourly payWork experience placementFlexible hours$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- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt... ...and issues customer receipts. Sells and prepares money orders, cashier's checks... ...Western Union wires and cash advances. Cross-sells bank services and products. Provides...
$37.56 - $45.9 per hour
...bring our shared ambition to life, and each person is unique in their potential. A career... ...achieve the assigned financial targets and growth goals. Other responsibilities include... ...with branch partners, centers of influence, clients and other business line partners. Refers...Work experience placement- ...begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and building foundational advisory skills while serving clients at a Bank of America financial center. As you progress, you will partner with banking and investment teams to deliver...
$37.56 - $45.9 per hour
...bring our shared ambition to life, and each person is unique in their potential. A career... ...achieve the assigned financial targets and growth goals. Other responsibilities include... ...with branch partners, centers of influence, clients and other business line partners. Refers...Temporary workWork experience placement- ...Financial Consultants (FC) and their practice clients. Through your developed expertise, you... ...FC all along the way. You’ll support the growth and management of an affluent wealth... ...expectations Ability to build and maintain good cross-enterprise working...Local area
$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
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