Personal Banker - Build Relationships & Drive Cross-Sell
Citi Group
Citigroup Inc. is seeking a Personal Banker SAFE Act in Boca Raton, Florida. This entry-level position is responsible for assisting in sales and service activities, targeting consumer clients, and fostering strong customer relationships. Key responsibilities include managing credit requests, building referral business, and providing coaching to branch staff. The ideal candidate is expected to have 0-2 years of experience, with a background in banking or sales preferred, along with good communication skills. A Bachelor’s degree or equivalent experience is required. #J-18808-Ljbffr Citigroup Inc.
- Fifth Third Bank, N.A. is seeking a Personal Banker I for the Boca Raton branch. This position focuses on providing exceptional customer service and building long-term relationships with clients. Responsibilities include managing teller transactions, understanding customers...Suggested
- ...intended to become a Retail Personal Banker I after completing a... ...existing customer relationships through a variety of... ...and behaviors drive a positive customer experience... ...Needs Assessment to build a thorough customer... ...Primarily focused on cross-selling to existing customer...SuggestedWork experience placementWork at office
$50.6k - $70.6k
Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...Suggested- ...Fifth Third Bank Personal Banker Associate I Make banking... ...existing customer relationships through a variety of... ...actions and behaviors drive a positive customer experience... ...Needs Assessment to build a thorough customer... ...Primarily focused on cross-selling to existing customer...SuggestedWork experience placementWork at office
- ...Senior Lead Technology Banking Relationship Manager to join our... ...team to meet deliverables and drive new initiatives Strategically... ...generating new client relationships, building and retaining long-term... ...regarding outside activities or personal investing; affected employees...SuggestedFull timeWork experience placement
- ...and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross-selling and up-selling opportunities. Expands... ...and 40% of time performing Relationship Banker functions. Travel Personal Bankers travel to designated branches...Work at officeNight shift
$102k - $190k
...Serves as the primary relationship manager for high-net-... ...relationships, drives increased wallet share through strategic cross-selling and relationship deepening... ...reports, and dashboards. Builds change management... ...relationships and delivers personalized advice aligned with...Part timeLocal areaShift work- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE... ...Branch. In this frontline role, you will build relationships with customers by supporting everyday... ...products, services, and solutions Drive branch growth by identifying...Work experience placementFlexible hours
- ...passion for helping customers, building relationships, and delivering extraordinary... ...retail branch customers. From a personal standpoint, you will have the... ...through a variety of cross‑training opportunities. As a Relationship Banker in Branch Banking, you will take...Immediate startAfternoon shift
- ...grow Business Banking relationships under 2MM in sales revenue... ...Manager and Business Banker to follow up on... ...problems effectively to drive customer loyalty. Manage... ...Prospecting Selling Understanding Customer... ...opportunity to qualified persons regardless of race, color...Temporary workWork experience placementBank staffWork at officeShift work
$102k - $190k
...Wealth Management Relationship Manager Serves as the... ...client relationships, drives increased wallet share through strategic cross-selling and relationship... ..., and dashboards. Builds change management plans... ...relationships and delivers personalized advice aligned with...Part timeLocal areaShift work- ...professional with a passion for building strong business relationships? As a Business Banker , you’ll serve as the primary... ...million in gross sales. You’ll drive growth by developing new business... ...with top clients to identify cross‑selling opportunities and deepen relationships...Work at office
- ...for identifying, analyzing, selling and supporting cash management... ...Responsibilities Works closely with relationship officers in attaining service... ...and goals Promotes cross-selling of banking products and... ...overtime. Must be required to drive and visit fifty percent of the...Work at officeFlexible hoursWeekend work
- ...training program that combines distance learning with mentorship, enabling them to build a client practice and provide sound financial advice. The role requires development in client relationship management and sales. Candidates must hold a Bachelor’s degree and have strong...Traineeship
- ...Florida is seeking a motivated Financial Advisor to build a lucrative practice through client-focused financial... ...this role, you will grow your client base, create personalized financial plans, and manage relationships throughout clients' life stages. Required qualifications...
$61k - $250k
...seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. Candidates should possess a Bachelor's degree and demonstrate strong relationship-building skills. Performance-based earnings allow for significant income potential,...- ...Fifth Third Bank. GENERAL FUNCTION The Personal Banker I position will provide an exceptional... ...maintaining, and enhancing long lasting relationships with existing and prospective customers... ...and ensures that actions and behaviors drive a positive customer experience. While...Work at office
- ...business customers' needs. Manages relationships with small business banking clients through... ...business lines and vendors to cross sell and generate appropriate business product... ...of Business and Centers of Influence to drive immediate productivity. Preferred...Work at officeImmediate start
$61k - $119k
...representative focused on client‑building and obtaining licenses. Our... ...client experience Build personalized, holistic financial plans tailored... ...achieve their goals Grow relationships with clients to support them... ...of client acquisition to drive longevity in the career, and...Full timeContract workFor contractorsWork at office$76k - $193k
...environment because of their inherent drive, discipline, and competitive... ...long-term goals are key to building a successful career. Goal-... ...helping individuals pursue personal and financial growth... ...customer service and build lasting relationships. Collaborate with a local...Work at officeLocal areaFlexible hours- ...Advisor Trainee will learn to build an individual practice. The... ...service and compliance with personal and professional growth and development... ...the full scope of a client relationship by evaluating the client’s... ...for showing, promoting, and selling products or services.* Firm’s...ApprenticeshipTraineeshipWork experience placement
- ...lead further. We are built to help you build a career here as a long-term contributor... ...through comprehensive wealth management, relationship management, and integrated planning.... ...Deliver an exceptional client experience that drives long-term client retention, satisfaction...Work at office
- ...Advisor Trainee will learn to build an individual practice. The... ...service and compliance with personal and professional growth and development... ...the full scope of a client relationship by evaluating the client’s... ...for showing, promoting, and selling products or services. Skill...ApprenticeshipTraineeshipWork experience placement
- ...pursue the life they envision through a personal relationship with their advisory team committed to... ...in a team like environment, and a drive to achieve more for you and your clients... ...driving growth Proven relationship building and business development skills Desired...Shift workDay shift
- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and... ...You’ll need to be able to travel as required for in‑person training and meetings; some travel may be out‑of‑state. Dodd...Local areaImmediate startRemote workAfternoon shift
- A leading financial institution is seeking a Relationship Banker in Delray Beach, Florida. In this role, you will deliver exceptional service while acquiring and managing customer relationships, addressing their financial needs with expert knowledge. The ideal candidate...
- ...include some of the most complex relationships within Truist. Essential... ...by utilizing objective and sound personal financial planning and financial... ...business development and relationship building skills. Strong work ethic and strong drive to succeed; competitive, self-...Full timePart timeWork at officeLocal area
$70k
...of the individual. Responsibilities Build relationships with new clients with the goal of bringing... ...Citigroup, its clients and assets, by driving compliance with applicable laws, rules... ...sound ethical judgment regarding personal behavior, conduct and business practices...Full timeWork at office- PNC Financial Services is seeking a Business Banking Specialist in Delray Beach. This role offers an opportunity to lead banking relationships, manage sales, and enhance client experiences through tailored solutions. The ideal candidate will actively engage clients while...
$17.95 - $28.89 per hour
...leveraging phone, and in-person appointments.Engage in... ...anxieties of others. Builds rapport well.Problem Solving... ...and maintain effective relationships with stakeholders by... ..., and leveraging cross functional insights. Aligns... ...accelerate performance and drive strategic results....Work experience placementLocal area
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