Relationship Banker: Grow Client Relationships & Cross-Sell
First Bank
First Bank in Westminster, California seeks a Banking Specialist III focused on sales to expand client relationships and introduce bank products. You will work to meet branch sales and referral goals, assist in opening new accounts, and support loan applications when needed. Key duties include cross-selling products, guiding clients through online and mobile banking options, and coordinating with branch leadership to drive growth while providing excellent service. NMLS registration is required. #J-18808-Ljbffr First Bank
- Citi is seeking an entry-level Personal Banker SAFE Act in Huntington Beach, CA to assist... ...activities, fostering customer loyalty and growing consumer relationships. The role collaborates with the customer service team to cross-sell treasury and related small business...SuggestedFull time
- First Bank is seeking a Relationship Banker in a sales-driven role focused on acquiring new clients and deepening existing relationships. The position emphasizes proactive... ...based recommendations, opening deposits, and cross-selling a broad range of banking products. You will...Suggested
- ...of America in Huntington Beach is seeking a client-focused, results-driven professional to support branch operations and relationship management. You will build relationships... ...with experts in lending and investments to grow business. #J-18808-Ljbffr Bank of America...Suggested
$23.75 - $29 per hour
Relationship Banker / Client Relationship Specialist #3485 Newport Beach, California, United States About... ..., including needs assessments, cross-selling, and tailored financial solutions. Client... ...9.00 hourly About Us Be a part of a growing company that is truly committed to...SuggestedHourly payFor contractorsWork at officeRemote work- U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and offering suitable financial solutions. The role includes opening accounts, processing transactions, and advising on deposit and loan products...Suggested
$50k - $100k
...ServiceJoin BMO as a Forward Hire Relationship Banker supporting Huntington Beach... ...a proven ability to uncover client needs, achieve sales goals,... ...providing needs-based assessments to grow loyalty and identify... ...Canada only: Registration to sell investment products completed...Contract workPart timeLocal areaImmediate startDay shift$50k - $100k
...Forward Hire Relationship Banker Join BMO as a Forward Hire Relationship Banker... ...a proven ability to uncover client needs, achieve sales goals,... ...needs-based assessments to grow loyalty and identify immediate... ...Canada only: Registration to sell investment products completed...Part timeImmediate startDay shift- Bank of America in Anaheim, CA is seeking a customer-focused Bank Teller to engage clients in the lobby, educate on self-service tools, and process transactions accurately. You will assess clients' financial needs and connect them to suitable banking solutions, while maintaining...
- ...New Accounts Representative, Personal Banker, Financial Service Representative, etc... ...You Will Be Doing Expanding current client relationships and building new client relationships... ...store associates. Increasing sales and cross-sell opportunities by participating in sales...Flexible hours
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking in Huntington Beach to manage the banking relationships of affluent clients, delivering tailored education and... ...their financial needs. You will actively grow client balances, solicit referrals, and collaborate...
- ...seeking an entry-level Personal Banker SAFE Act to assist in sales and service... .... The role focuses on building relationships with individual consumer clients to foster loyalty and help... ...handling credit requests under $250K, cross-selling treasury and small business...
$35.05 - $42.83 per hour
...communities we support to grow and succeed. We... ...assigned branches and relationships and providing comprehensive... ...Business Relationship Banker acts as a dedicated... ...complex small business client needs and opportunities... ..., consultative selling, and disciplined follow...Temporary workLocal area$23 - $25 per hour
...Relationship/Personal Banker/Member Service Representative Build Relationships. Build Futures. Build... ...Communication Skills: ~2+ years cross-selling and referring financial products ~... ...deserves fair, transparent payand room to grow. Hourly pay is based on experience,...Hourly payWeekday work- Relationship Banker - Bixby Knolls - Long Beach CA Relationship Banker - Bixby... ...through a variety of cross-training opportunities. Job... ...success in establishing new clients, deepening customer relationships... ...businesses, nonprofits and cities grow, delivering solutions to...Full timePart timeImmediate startAfternoon shift
- ...a customer-oriented financial center professional to educate clients on self-service options and process transactions efficiently.... ...laws and bank policies. The role emphasizes risk-aware behavior, relationship building, and collaboration with experts in lending,...
- JPMorgan Chase in Newport Beach, CA is seeking a Relationship Banker for our branch to deliver hospitality, build lasting client relationships, and provide thoughtful financial solutions. You will engage clients in person and by phone, explain Chase products, and guide...
- ...CA is seeking a customer-focused professional to support everyday banking needs and financial solutions. You will build relationships with clients, demonstrate product knowledge, and deliver an exceptional client experience in a fast-paced branch environment. The role...Weekend work
- JPMorganChase in Irvine, California is seeking a Relationship Banker to enhance client experiences through attentive service. The role includes managing client relationships, understanding their needs, and providing financial solutions using the latest technology. The ideal...
- First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch. You will acquire new clients, deepen existing relationships, and coordinate...Work at office
- Bank of America in Newport Beach is seeking a client-focused professional to build relationships and meet financial needs while adhering to regulatory standards. You will work within a structured process, supporting clients with banking services and coordinating with specialists...
- JPMorganChase is seeking a Relationship Banker at a California branch. You will represent our brand with hospitality, manage client relationships, and use cutting-edge banking solutions to meet financial needs and simplify customers’ lives. You will collaborate with specialists...Weekend workAfternoon shift
- JPMorganChase is hiring a Relationship Banker to represent our brand in-branch. You will build and manage client relationships, offer thoughtful financial solutions, and help clients navigate technology tools like the Chase Mobile App and Chase.com. The role requires banking...
- Citigroup is hiring an entry-level Personal Banker in Huntington Beach, CA. The role supports sales and service activities in... ...with the customer service team to foster customer loyalty and grow the consumer client base. The position involves assisting with small business...
- ...a frontline banking professional for a Financial Center position in the United States. The role focuses on building strong client relationships, driving responsible growth, and delivering excellent service through both personal support and self-service tools. You will...Full timeWeekend work
- ...America is hiring for a role in California that focuses on engaging clients in the lobby and guiding them through self-service banking... ...with accuracy. The position requires strong communication, relationship-building skills, and the ability to work weekends or extended...Weekend work
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career with opportunities to learn, grow, and make an impact. Join us! **This position... ...for operational excellence Builds relationships with clients to meet financial needs...Work at officeFlexible hoursShift workWeekend workDay shift
- U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting with customers, understanding their financial needs, and offering tailored banking solutions. The role emphasizes proactive outreach, product knowledge, and delivering an exceptional...
- A leading financial institution in California seeks a proactive Relationship Banker to enhance client relationships and manage bank operations effectively. The ideal candidate will have a strong commitment to customer service, proven sales experience, and excellent communication...Full timeLocal areaWeekend work
- ...Member Relationship Representative The Member Relationship Representative (MRR) is a key... ...designed to deepen member relationships and grow our membership. Compliance &... ...and able to meet or exceed established cross-sell goals. PC and calculator proficient,...Work at officeMonday to Friday
- Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process transactions accurately. You will build relationships, understand financial needs, and connect clients with suitable solutions to...Day shift
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