Entry-Level Personal Banker: Grow Relationships & Cross-Sell

Citigroup Inc

Citigroup Inc. in Saratoga, California seeks an entry-level Personal Banker to assist in executing sales, products and services with the customer service team. You will build client relationships and help increase sales to individual consumer clients. Responsibilities include handling loan referrals under $250K, leveraging COIs/MGM for new business, coaching branch staff, and ensuring compliance with Citigroup policies and digital channels. #J-18808-Ljbffr

Apply

Vacancy posted 12 hours ago

Similar jobs that could be interesting for youBased on the Entry-Level Personal Banker: Grow Relationships & Cross-Sell in Saratoga, CA vacancy

Personal Banker: Client Growth & Cross-Sell
Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service... ...with individual clients and increasing sales through cross‑selling banking products and services. Responsibilities include...
Entry level
Citi
Sunnyvale, CA
6 days ago
Retail Relationship Banker
$50k - $100k
...needs-based assessments to grow loyalty and identify... ..., and building new relationships within the community.... ...to ensure accurate data entry and lending application... ...credit recommendations for personal lending transactions, including... ...only: Registration to sell investment products...
Suggested
Contract work
Part time
Local area
Immediate start
Day shift
Bank of Montreal
Los Gatos, CA
2 days ago
Relationship Banker
...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose... ...and which allows for an appropriate level of flexibility for our teammates and businesses... ...career with opportunities to learn, grow, and make an impact. Join us! Job...
Suggested
Work at office
Shift work
Weekend work
Day shift
Bank of America
Los Gatos, CA
4 days ago
Relationship Banker
$25 - $26.77 per hour
...attendance and which allows for an appropriate level of flexibility for our teammates and... ...career with opportunities to learn, grow, and make an impact. Join us! This job... ...strives for operational excellence Builds relationships with clients to meet financial needs...
Suggested
Hourly pay
Work at office
Shift work
Weekend work
Day shift
Bank of America
Los Gatos, CA
2 days ago
Personal Banker Associate I
$43.68k - $69.9k
...intended to become a Retail Personal Banker I after completing a 4-8... ...deepening existing customer relationships through a variety of activities... .... Primarily focused on cross-selling to existing customer base and... ...ability to develop comfort level with sales activities...
Suggested
Work experience placement
Work at office
Fifth Third
San Jose, CA
3 days ago
Relationship Banker: Build Lasting Client Relationships
JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and proactive service. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and help clients achieve...
Fairygodboss
Cupertino, CA
3 days ago
Relationship Banker
$25 - $26.77 per hour
...expectations, while providing an appropriate level of flexibility based on role-specific... ...career with opportunities to learn, grow, and make an impact. Join us! Job Description... ...for operational excellence Builds relationships with clients to meet financial needs Follows...
Hourly pay
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Sacbar
San Jose, CA
5 days ago
Relationship Banker - Bilingual Korean Required - Hollywood area
...attendance and which allows for an appropriate level of flexibility for our teammates and... ...career with opportunities to learn, grow, and make an impact. Join us! Job Description... ...for operational excellence Builds relationships with clients to meet financial needs Follows...
Work at office
Shift work
Weekend work
Day shift
Bank of America
San Jose, CA
3 days ago
Relationship Banker - Peninsula South
...expectations, while providing an appropriate level of flexibility based on role-specific... ...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 office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America Corporation
Cupertino, CA
1 day ago
Client Relationship Executive (CRE) - Tech, Media & Telecomm (TMT) /Tech Sector - Semiconductor/Hardware - Sales Vice President, Strategic Relationship Management
$167.3k - $311k
...Summary Client Relationship Executive (CRE) -... ...fulfillment of personal and account white... ...experienceProven track record in selling and/or delivering... ...to influence cross-functional... ...development From entry-level employees to senior... ...and connect and grow through mentorship...
Entry level
Local area
Shift work
Deloitte
San Jose, CA
2 hours ago
Business Banking Relationship Manager III (San Jose)
$82.1k - $172.5k
...business development, relationship management and client... ...financial solutions for personal and business needs.... ...Effectively retain and grow long-term, profitable,... ...client relationships. Cross-sell all applicable 5/3... ...of the range of salary levels for all roles within this...
Full time
Work experience placement
Work at office
Fifth Third Bank, N.A.
San Jose, CA
4 days ago
Business Banking Relationship Manager III (San Jose)
$82.1k - $172.5k
...Business Banking Relationship Manager III (San Jose)... ...financial solutions for personal and business needs. Serve... ...Effectively retain and grow long-term, profitable,... ...relationships. Cross-sell all applicable 5/3 products... ...the range of salary levels for all roles within this...
Work experience placement
Work at office
Fifth Third Bancorp
San Jose, CA
2 days ago
Business Banking Sr Relationship Manager
...while providing an appropriate level of flexibility based on role... ...opportunities to learn, grow, and make an impact. Join us... ...and maintaining profitable relationships, collaborating with teammates... ...services in order to identify cross-selling opportunities and increase...
Work experience placement
Work at office
Local area
Flexible hours
Shift work
Day shift
Bank of America Corporation
San Jose, CA
10 days ago
Team Member
...Join Our Growing Team! West Coast Convenience is the parent company... ...We are looking for all levels (including entry level) of hardworking,... ...as per company guidelines Crossing and upselling store products... ...validate identification prior to selling tobacco and/or alcohol (as...
Entry level
Full time
Part time
Immediate start
All shifts
Flexible hours
Shift work
Night shift
Day shift
Afternoon shift
Loop Neighborhood
Campbell, CA
12 hours ago
Asset & Wealth Management - Tax Senior Manager
$124k - $335k
...leader at every level. To help us... ...complexities of cross-border and/or diverse... ...to join a growing team with the top... ...of client relationships Managing resource... ...and selling new services... ...pay, vacation, personal and family sick... ...experienced or entry level job seekers...
Entry level
H1b
Local area
Overseas
PwC
San Jose, CA
5 days ago
Relationship Banker - Stevens Creek (Mandarin Preferred) - Cupertino CA
...understood. We build lasting relationships by doing the right thing, exceeding... .... As a Relationship Banker in a Chase Branch, you will represent... ...meet with them, both in person and over the phone, to build... ...diversions or program entries. About Us JPMorganChase...
Immediate start
Afternoon shift
JPMorgan Chase & Co.
Cupertino, CA
10 days ago
Channel Sales Manager, NVIDIA
$122k - $240.5k
...bring strong alliance relationship management, project management... ...pathways and cross-sell potentialCoordinating... ...territory and account-level sales strategies for the... ...Professional development From entry-level employees to... ...and connect and grow through mentorship. From...
Entry level
Local area
Deloitte
San Jose, CA
6 days ago
Junior Account Manager
...Services since 1993. We are growing and looking to add a... ...be a positive people person who is resourceful,... ...Responsibilities: Assist upper-level management in managing... ...maintaining client relationships Develop business... ..., client support, or entry-level sales preferred...
Entry level
Remote work
Albin Engineering Services Inc
Santa Clara, CA
3 days ago
Associate, Structured Finance
$100k - $150k
...closes, and manages long term financing relationships across a diverse and growing portfolio of projects.The... ...own complex project and portfolio level models, including sensitivities and... ...(investors, lenders, and customers)Cross Functional‑ ProjectsCollaborate with...
Entry level
Full time
Work at office
Immediate start
Bloom Energy
San Jose, CA
a month ago
Universal Banker
$27.5 per hour
...Universal Banker Salary Range $27.50 - $27.50 Hourly... ...transactions, cross-selling products and services,... ...business, strengthen member relationships, and increase member... ...home, auto loans and personal loans ~ Opportunity... ...atmosphere that helps you grow professionally....
Hourly pay
Full time
Temporary work
Work experience placement
Work at office
Monday to Friday
Flexible hours
Weekend work
Provident Credit Union
San Jose, CA
1 day ago
Entry Level Real Estate Agent - Coldwell Banker
$100k
...individuals to join the Coldwell Banker family in Sunnyvale,... ...Communicate with leads through in-person meetings, phone calls, digital... ...and more Foster client relationships Negotiate purchase agreements... ...who are interested in selling or buying real estate Qualifications...
Entry level
Hourly pay
Full time
For contractors
Coldwell Banker
Sunnyvale, CA
2 days ago
Lawyer / Attorney / Counsel - Junior / Senior / Lead
...management, data governance, fintech compliance, cross-border structuring, and digital asset... ...to senior counsels, leads, and director-level professionals. General Requirements... ...With Us? Take advantage of strong relationships we've built with General Counsels, CCOs,...
Entry level
Contract work
Catalyst Labs, LLC
Cupertino, CA
1 day ago
Director of Sales
$85k - $100k
...RowCal? RowCal is a fast-growing, innovative HOA and... ...Sales Director will sell Homeowners Association... ...attendance. This is an entry-level director role and the... ...Attend sales meetings in person and virtually during... ...networking relationships with industry professionals...
Entry level
Local area
Flexible hours
Weekend work
Afternoon shift
RowCal Nation, LLC
San Jose, CA
1 day ago
Personal Banker
$22.33 per hour
...Personal Banker Location : Location US-CA-San Jose Location/Org Data : Name... ...business and consumer deposit and loan relationships and deepening existing relationships by... ...branch performance goals. Ensure high level of customer satisfaction through the delivery...
Full time
Work at office
WaFd Bank
San Jose, CA
5 days ago
Personal Banker
$22.33 per hour
...Personal Banker Location: US-CA-San Jose Address: 1420 El Paseo de, San Jose, CA Min: USD $22.33 /Hr. Max: USD $33.18 /Hr. Job Summary... ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the...
Work at office
WaFd Bank
San Jose, CA
3 days ago
Financial Advisor
$61k - $119k
...one way to start, build, and grow your practice. As an entrepreneur... ...client experience Build personalized, holistic financial plans... ...achieve their goals Grow relationships with clients to support them... ...reimbursement program. 1No level of income is guaranteed. As used...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Campbell, CA
4 days ago
VP, HOA Banking Relationship Manager
$150k - $175k
...and San Francisco. Title of position: VP, HOA Banking Relationship Manager Position type: Full-time Pay range: $150,000-$... ...usage, service quality, documentation status, risk indicators, cross-sell opportunities, and client satisfaction. Recommend deposit,...
Full time
Work at office
Local area
Remote work
Avidbank
San Jose, CA
4 days ago
Part-Time Associate Banker
$45k - $75k
...partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they... ...and experience. Canada only: Registration to sell investment products completed or in progress (must...
Part time
Local area
Day shift
BMO Harris Bank
Campbell, CA
4 days ago
PreK Math Content Teacher + Business Operations Specialist
$90k
...college students and entry‑level professionals who are... ...and have the drive to grow into a future leader in... ...Deliver high-quality in-person instruction that... ...activities. Collaborate with cross‑functional teams to... ...programs. Build strong relationships with students, parents...
Entry level
Full time
Temporary work
Part time
Work at office
Local area
Immediate start
Weekend work
Weekday work
Think Academy US
San Jose, CA
6 days ago
Retail Merchandising
...four key areas headquarter selling, retail merchandising, store level marketing, and... ...in many stores to build relationships with the store management... ...8 or older Must have personal transportation Reset... ...provided training (Ideal for entry-level or those looking to...
Entry level
Weekly pay
Extra income
Permanent employment
Part time
Immediate start
Worldwide
Flexible hours
Day shift
CROSSMARK
Cupertino, CA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Personal Banker: Grow Relationships & Cross-Sell. Be the first to apply!