Floating Personal Banker — Client Care & Referrals
$43.68k - $69.9kFifth Third
Fifth Third is seeking a dedicated Customer Service Representative in Los Altos, California. This role involves providing excellent customer care, addressing inquiries, and resolving issues while ensuring compliance with bank policies. The ideal candidate will possess strong communication skills and experience in cash handling. This position requires travel to Financial Centers and offers competitive compensation ranging from $43,680 to $69,900 per year, along with comprehensive benefits. #J-18808-Ljbffr Fifth Third
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel... ...clients by actively soliciting referrals and developing internal and external... ...financial services, including personal banking, credit cards,...SuggestedImmediate startAfternoon shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships... ...help acquire new clients by actively soliciting referrals and developing internal and external sources. Job...SuggestedImmediate startAfternoon shift
$43.68k - $69.9k
...Fifth Third Personal Banker I Make banking a Fifth Third better We connect... ...Provide excellent customer care to customers regarding daily... ...Consistently meet or exceed sales referrals, as set by management.... ...Travel will be required. Float Personal Banker I- Los AltosTotal...SuggestedWork at office$43.68k - $69.9k
...career in banking at Fifth Third Bank. Provide excellent customer care to customers regarding daily transactions, addressing inquiries,... ...guidelines and procedures. Consistently meet or exceed sales referral targets set by management. Participate in daily huddles, sales meetings...SuggestedWork at officeFlexible hours- ...Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act to assist with sales and... ...loyalty and enhance sales to individual clients. Responsibilities include working on small business credit requests, building referral opportunities, delivering exceptional client...Suggested
- ...Fifth Third Bank Retail Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly,...Work experience placementWork at office
- JPMorganChase in Mountain View is seeking a Relationship Banker who will embody our brand and culture through exceptional client service. In this role, you will manage client accounts, build lasting relationships, and cater to diverse financial needs utilizing advanced...
- Koitecc Solutions is seeking a Relationship Banker to join our team in Mountain View, CA. In this role, you will build long-lasting relationships with clients and provide exceptional service to meet their financial needs. The ideal candidate will have over a year of sales...
- JPMorgan Chase & Co. is seeking a Relationship Banker in Mountain View, California, to represent our brand with exceptional hospitality and the latest banking solutions. You will manage meaningful client relationships, using your financial expertise to offer tailored solutions...Weekend workAfternoon shift
$109.12k - $163.68k
Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior...Full time$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows... ...them/convert prospects into clients. Demonstrate an in-depth... ...satisfaction. Establish a referral network and gain introductions... ...success and place team goals above personal achievement. Encourage...- ...The Private Banker Sr. Principal is an internally and externally... ...them/convert prospects into clients. Demonstrate an in-depth understanding... ...satisfaction. Establish a referral network and gain... ...success and place team goals above personal achievement. Encourage...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Los Altos, CA. The role involves managing relationships for affluent clients and acquiring new clients. Candidates should have 1+ years of experience in financial services with a focus on client acquisition. A high...Weekend workAfternoon shift
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in...
- Citigroup Inc. is seeking a Personal Banker in Sunnyvale, California. This entry-level position focuses... ...to enhance sales with individual clients. Responsibilities include assisting in credit requests, developing referral opportunities, and ensuring compliance with...Full timeContract work
- Citi is seeking a Personal Banker SAFE Act for an entry-level position in Sunnyvale, California. The... ..., and increasing sales to individual clients. The successful candidate will engage with customers via calls, build referral networks, and provide coaching to branch...
- A leading financial institution is seeking a motivated individual to engage with clients and assist them with transactions, including mobile and online banking. Responsibilities include building client relationships, managing cash duties, and adhering to banking regulations...Weekend work
- JPMorgan Chase & Co. in Sunnyvale, California is seeking a Private Client Banker. In this role, you will be the first point of contact for affluent clients, managing their banking relationships and ensuring they receive tailored financial services. The ideal candidate has...
- JPMorgan Chase & Co. in Cupertino is seeking a Private Client Banker to manage banking relationships for affluent clients. This role involves providing tailored advice and education to meet client financial needs, while ensuring compliance with regulatory standards. The...
- A financial institution is seeking motivated individuals for customer service roles in Mountain View, California. The position involves handling transactions, opening new accounts, and providing problem resolution support. Candidates should ideally have a background in ...Hourly pay
$106k - $150k
First Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...- Edward Jones is looking for a dedicated financial advisor in Los Altos, California, to build strong relationships with clients and help them achieve their long-term financial goals. This role requires a bachelor’s degree or equivalent experience in the financial services...Traineeship
- ...providing financial advice to your clients. A role as a Relationship... ...powering innovation by leveraging a referral network built through business... ...passionate Innovation Economy bankers FEDERAL DEPOSIT INSURANCE... ...include comprehensive health care coverage, on-site health and...
$250k
...Personal Banker Safe Act, Sunnyvale Branch, Officer Working at Citi is far more than just... ...increase sales to individual consumer clients. Responsibilities: Work with business... ...related small business products Build referral business opportunities through centers...$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... ...opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking...Full timeWork experience placementMonday to FridayFlexible hours$250k
The Personal Banker SAFE Act is an entry level position responsible for assistance in the execution... ...increase sales to individual consumer clients. The role is full-time and based in... ...related small business products Build referral business opportunities through Centers...Full time- Focus Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. You will collaborate with Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers...Work at officeRemote work
- U.S. Bank is seeking a Client Relationship Consultant 2 in Sunnyvale, CA. This role involves building and maintaining strong relationships with clients through in-person and virtual channels to provide effective financial counsel. You will engage actively with clients...
$86.1k - $107.2k
...Partners in Palo Alto is seeking an Associate Wealth Advisor to develop and implement personalized financial plans collaboratively with Wealth Advisors. This hybrid role requires maintaining client relationships and involves creating investment strategies while leveraging...- Bank of America is looking for a dedicated individual to help improve clients' financial lives. In this role, you will execute the bank's risk culture, manage client relationships, and ensure operational excellence. The ideal candidate demonstrates strong communication,...
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