Growth-Focused Personal Banker: Build Loyalty & Cross-Sell
Citi
Citi in San Francisco, CA seeks an entry-level Personal Banker to support sales, service, and client relationships. You will assist with business credit requests under $250K and cross-sell treasury products, while growing referral networks and delivering exceptional client experiences. Role requires basic banking knowledge, NMLS/Safe Act compliance, and strong communication. Monday–Friday schedule with salary range shown. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Growth-Focused Personal Banker: Build Loyalty & Cross-Sell in San Francisco, CA vacancy
- ...Francisco, CA is hiring an entry-level Personal Banker SAFE Act to assist in sales and... ...with the customer service team. The role focuses on fostering customer relations, increasing... ...small business lending referrals, cross-selling treasury products, coaching staff, and...Suggested
- ...objective has been to build one of America’s great... ...an enduring culture of growth and success. We have a... ...coordinate service requests and cross sell new products by... ...corporate structure and our bankers are entrusted with... ...portfolio, with a strong focus on our existing customer...SuggestedRemote work
$50.1k - $82.8k
...assessments to grow loyalty and identify... ...appointments, and building new relationships... ...recommendations for personal lending transactions... ...: Registration to sell investment products... ...customer experience.A focus on results and the... ...power economic growth around the world....SuggestedContract workPart timeLocal areaImmediate startDay shiftBmo
San Francisco, CA3 hours ago$192k - $288k
...role is a Commercial Banker position within... ...‑Corporates team, focused on U.S.-headquartered... ...identifying cross‑sell opportunities, delivering... ...ambitious growth targets for the franchise... ...A and beyond.Build and scale a high-quality... ...regarding personal behavior, conduct...SuggestedFull time$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible... ...to foster relations with customers to build loyalty and to help increase sales to... ...refer larger lending opportunities and cross sell treasury and related small business products...SuggestedFull timeMonday to Friday- ...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...
- .... This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated... ...with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a...Immediate start
$200k - $300k
...requisition id: 26967523The Banker SAFE Act is a... ...matters.* Build relationships with... ...client families that cross generations to establish... ...maximize revenue growth and client... ...team goals above personal achievement.* Encourage... ...in relationship selling* Demonstrates extensive...Full timeCitibank (Switzerland) AG
San Francisco, CA4 days ago$190k - $220k
...credit. With a relentless focus on improving our... ...financial well-being, we build products that put more... ...lead Card Credit R&D and Growth Initiatives. In this role... .... You will partner cross-functionally to advocate... ...real-time, verbal, or in-person exchanges depending on...Work at officeLocal areaRemote workWorldwide$250k
...Director, Private Banker, Downtown San FranciscoApplylocations... ...through a focused and high quality... ...team revenues and growth objectives.* Take... ...team goals above personal achievement.* Work... ...effectiveness.* Build and maintain... ...record in relationship selling**Education:***...Full timeCitibank (Switzerland) AG
San Francisco, CA3 days ago$250k
...financial matters. Build relationships with... ...families that cross generations to establish... ...maximize revenue growth and client... ...team goals above personal achievement. Encourage... ...in relationship selling Education... ...Family Private Banker Time Type Full...Full timeCiti
San Francisco, CA4 days ago$122.4k - $228k
...providing expert service and highly personalized interaction. Develops and... ...to develop and execute the growth and retention strategy the... .../external stakeholders. Builds effective relationships with... ...Collaboration & team skills – with a focus on cross‑group collaboration – In‑...Local areaShift workBMO U.S.
San Francisco, CA4 days ago$122.4k - $228k
...providing expert service and highly personalized interaction. Develops and... ...to develop and execute the growth and retention strategy the... .../external stakeholders. Builds effective relationships with... ...& team skills; with a focus on cross-group collaboration - In-depth...Contract workPart timeLocal areaShift workBMO Financial Group
San Francisco, CA1 day ago- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San... ...demands at least 6 years in Private Banking, focusing on client relationship management, investment... ...focused approach with the potential for strong growth in a collaborative environment. #J-18808-...
- ...company’s success. As a Personal Banker within PNC’s Retail... ...revenue and customer loyalty. Drives proactive sales... ...reputation and to continue building upon that we expect... ...to be: Customer Focused - Knowledgeable of the... ...Prospecting., Retail Lending, Selling., Understanding...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Retail Banking Sales & Service role focused on delivering exceptional service,... ...will engage with customers to grow loyalty, schedule appointments, and build relationships across channels while... ...emphasizes consultative sales, knowledge of personal banking products, and the use of...
$119k
...a Strategic Finance Senior Associate to join the Growth & Marketing Finance team. This role partners with cross‑functional leaders across Marketing, Growth, Product... ..., and inform strategic investments. You will build scalable financial models, deliver clear reporting...- ...Finance Associate (2+ Years) Growth Debt / Private Credit Direct Counsel represents a... ...Banking & Private Credit practice, with a focus on growth debt. This is a high-impact opportunity... ...range of industries Collaborate with cross-functional teams on complex, high-value...Private practice
$250k
...Personal Banker Safe Act, San Bruno Branch, Officer Discover your future at Citi. Working... ...to foster relations with customers to build loyalty and to help increase sales to individual... ...larger lending opportunities and cross sell treasury and related small business products...$250k
Overview The Personal Banker SAFE Act is an entry level position responsible for assistance... ...to foster relations with customers to build loyalty and to help increase sales to individual... ...larger lending opportunities and cross sell treasury and related small business products...- ...You are customer focused, passionate about... ...tech startups, enjoy building relationships and... ...Banking Commercial Banker is for you. As... ...and working in a cross-functional and highly... ..., drive revenue growth, mitigate risk, and... ...tactical selling and negotiation...Bank staff
Chase
San Francisco, CA4 days ago - ...opportunities, and our sustained growth and expertise in... ..., and high-tech help build sustainable businesses... ...next generation Associate Banker at East West Bank means... ...world-class team that focuses on delivering a high... ...customer relationships Cross sell and refer bank products...Weekend work
East West Bank
San Francisco, CA3 days ago $92.22k - $106.1k
...to support your ideas, build your skills and expand... ...to help you achieve growth by giving you access to... ...experienced and client-focused Workday Consultant to... ...analysis to identify personalization areas and develop solutions... ...collaborate with cross-functional teams to ensure...Full timeContract workLocal areaFlexible hours$310k - $365k
...SummaryDLA Piper is seeking a Finance associate to join its Venture & Growth subgroup in any of our New York or California offices (New York,... ...strong judgement.Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external client relationships...Full timeWork at officeRelocationRelocation package$133.5k - $183.5k
...from around the world to sell in their stores. With... ...-making. You will work cross-functionally with senior... ...the business and building the rigor that makes close... ...recommendations.Self-starter with a growth mindset comfortable... ...about the type of personal data Faire collects...Work experience placementBank staffWork at officeLocal areaRemote workMonday to FridayFlexible hours3 days per week$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) to play a pivotal... ...This role is designed for growth oriented professionals... ...who excel at building trust, managing a portfolio... ...expectations, and taking personal ownership to convert qualified... ...Employees support our focus on building strong...Temporary workWork experience placementImmediate startWells Fargo
San Francisco, CA3 days ago$88.8k - $165.6k
...Portfolio Manager role will focus on underwriting in BMO's Asset... ...credit worthiness.Establishes cross-selling initiatives to increase... ...businesses, and power economic growth around the world.As a member... ...manager support and network-building opportunities, we’ll help you...Full timeContract workPart timeLocal area$19 - $23 per hour
...most valuable asset and we proudly foster growth and development empowering you to... ...transactions, providing operational support, cross-selling bank products/services, and resolving... ...goals are met. Provide quality personalized customer service, maintain frequent customer...Full timeWork experience placementFlexible hoursCathay Bank in
Daly City, CA20 hours ago- ...Relationship Banker - San Francisco Financial Market San Francisco... ...do this by driving Responsible Growth and delivering for our clients... ...has the opportunity to succeed, build a career and contribute to our... ...strong work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
San Francisco, CA2 days ago - ...Giga The Pace: We're building at a speed most... .... The Impact: Every person at Giga touches the work... ...either on the buy side, sell side, or at a developer... ...Background at an infrastructure-focused investment bank (... ...Prior experience at a high-growth company — you know what...Full timeLocal areaWork from homeFlexible hours
Giga Energy
San Francisco, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Growth-Focused Personal Banker: Build Loyalty & Cross-Sell. Be the first to apply!
Related searches
- private banker San Francisco, CA
- personal banker San Francisco, CA
- private mortgage banker San Francisco, CA
- personal concierge San Francisco, CA
- personal caregiver San Francisco, CA
- attorney personal injury San Francisco, CA
- personal injury paralegal San Francisco, CA
- personal training San Francisco, CA
- personal housekeeper San Francisco, CA
- personal training part time San Francisco, CA