Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker: Client Growth & Cross-Sell

Citi

Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on building loyalty with individual clients and increasing sales through cross‑selling banking products and services. Responsibilities include handling small business opportunities, coaching staff, and educating clients on digital channels while ensuring strict adherence to Citi policies and risk controls. #J-18808-Ljbffr Citi

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker: Client Growth & Cross-Sell in Sunnyvale, CA vacancy
  • $250k

     ...Personal Banker Safe Act, Sunnyvale Branch, Officer Discover your future at Citi Working...  ...increase sales to individual consumer clients. Responsibilities: Work with business...  ...refer larger lending opportunities and cross sell treasury and related small business products... 
    Suggested

    Citigroup

    Sunnyvale, CA
    4 days ago
  •  ...The Private Banker Sr. Principal is an internally...  ...prospects into clients. Demonstrate an...  ...families that cross generations to establish...  ...maximize revenue growth and client...  ...team goals above personal achievement. Encourage...  ...in relationship selling Education ~... 
    Suggested

    Citi

    Palo Alto, CA
    1 day ago
  • $50.1k - $82.8k

     ...small business solutions). Offers clients advice and guidance on...  ...Makes credit recommendations for personal lending transactions, including...  ...Canada only: Registration to sell investment products completed...  ...businesses, and power economic growth around the world. As a member... 
    Suggested
    Part time
    Local area
    Immediate start
    Day shift

    BMO Harris Bank

    Sunnyvale, CA
    7 hours ago
  •  ...Chase is seeking a Relationship Banker to deliver exceptional hospitality, acquire, manage, and retain client relationships, and provide thoughtful financial solutions. You will engage clients using Chase Mobile App and online tools, while collaborating with teammates... 
    Suggested

    Fairygodboss

    Mountain View, CA
    7 hours ago
  • $61.28k - $85.52k

     ...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the...  ...increase sales to individual consumer clients. Responsibilities: Work with business...  ...refer larger lending opportunities and cross sell treasury and related small business... 
    Suggested
    Full time

    Citi

    Saratoga, CA
    1 day ago
  • $136.8k - $237.6k

     ...change and develop new growth opportunities. We are continuously...  ...around the world help clients innovate at unmatched...  ...8 years of experience selling enterprise managed...  ...areas, with ability to cross sell into the other...  ...business imperative, every person at Accenture has the... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Mountain View, CA
    4 days ago
  • $43.68k - $69.9k

     ...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-...  ...financial reviews. Primarily focused on cross-selling to existing customer base and engaging...  ...and enhance year-over-year revenue growth as measured by the Financial Center P&... 
    Work experience placement
    Work at office

    Fifth Third

    San Jose, CA
    2 days ago
  • $47.84k - $74.75k

     ...company's success. As a Branch Banker within PNC's retail...  ...engagement, ultimately elevating client loyalty. Delivers a full PNC conversation...  ...Prospecting, Retail Lending, Selling, Understanding Customer Needs...  ...opportunity to qualified persons regardless of race, color, sex... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Sunnyvale, CA
    14 hours ago
  • $250k

     ...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible...  ...increase sales to individual consumer clients. Responsibilities: Work with business...  ...refer larger lending opportunities and cross sell treasury and related small business... 
    Full time

    Citigroup

    Palo Alto, CA
    1 day ago
  • $27 - $30 per hour

     ...most valuable asset and we proudly foster growth and development empowering you to...  ...accounts, deepening customer relationships by cross selling bank products/services and referring...  ...Cash Management, etc. Provide quality personalized customer service, maintain frequent customer... 
    Full time
    Flexible hours
    Weekend work

    Cathay Bank in

    Cupertino, CA
    2 days ago
  • $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,...  ...continuously demonstrating strong judgement.Internal/External Client Interaction: Build, maintain, and cultivate strong internal and... 
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Palo Alto, CA
    2 days ago
  • $250k

     ...Managing Director, Private Banker, Palo...  ...entails growing the existing client business, along with an...  ...overall team revenues and growth objectives.* Take the lead...  ...place team goals above personal achievement.* Work collaboratively...  ...record in relationship selling**Education:*** Bachelor... 
    Full time

    Citibank (Switzerland) AG

    Palo Alto, CA
    14 hours ago
  •  ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose...  ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Clara, CA
    1 day ago
  • $50.1k - $82.8k

     ...small business solutions).Offers clients advice and guidance on...  ...Makes credit recommendations for personal lending transactions, including...  ....Canada only: Registration to sell investment products completed...  ...businesses, and power economic growth around the world.As a member of... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    San Jose, CA
    3 days ago
  •  ...seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role requires strong interpersonal... 
    Weekend work

    Cathay Bank in

    Cupertino, CA
    2 days ago
  • $28.56 - $37.36 per hour

     ...BankerThe Senior Relationship Banker delivers world-class service in...  ...Bank standards at every client interaction. The Sr. Relationship...  ...individual and collaborative in-person business cold calling, as well...  ...an opportunity to share in the growth and prosperity of Fremont Bank... 
    Work at office
    Local area
    Flexible hours
    Night shift

    Fremont Bank

    Mountain View, CA
    2 days ago
  •  ...Personal Banker The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening...  ...excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop... 
    Work at office

    WaFd Bank

    Los Altos, CA
    3 days ago
  • $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...  ..., sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role... 
    Hourly pay
    Work experience placement
    Flexible hours

    Wells Fargo

    Sunnyvale, CA
    2 days ago
  • U.S. Bank is seeking a Relationship Banker in Milpitas, CA. The role focuses on building strong client relationships through in-person, appointment, and virtual interactions while guiding customers through banking products and digital tools. You will open accounts, process... 

    U.S. Bank

    Milpitas, CA
    1 day ago
  • U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, offering informed guidance on deposit...  ..., and promote digital tools while fostering trusted client relationships. The role emphasizes a digital-first mindset... 

    Us Bank

    Milpitas, CA
    2 days ago
  •  ...purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Santa Clara, CA
    a month ago
  •  ...grow relationships with emerging High Net Worth clients in the California innovation economy. You will deliver personalized guidance and ongoing relationship management,...  ...emphasizes planning-based client conversations, cross-team collaboration, and compliance with bank policies... 

    First Citizens Wealth

    Menlo Park, CA
    14 hours ago
  • $20 - $24.08 per hour

     ...(FSR) is responsible for selling the bank's products and services...  ...and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR...  ...relationships and growth of new relationships....  ...situations to customers, clients, and other employees of the... 
    Hourly pay

    Community Bank

    San Jose, CA
    1 day ago
  • $23.56 - $33.65 per hour

     ...Summary The Universal Banker delivers world...  ...standards at every client interaction. The Universal...  ...Banker will sell or refer retail consumer...  ...to maximize cross-sell. This position...  ...and sick time Free personal checking and savings...  ...opportunity to share in the growth and prosperity of... 
    Local area
    Flexible hours

    Fremont Bank

    San Jose, CA
    2 days ago
  • $45k - $75k

     ...relationship with BMO beyond personal banking. Welcomes and guides customers...  ...leader, assists in conducting client conversations about banking...  ...Canada only: Registration to sell investment products completed...  ..., and power economic growth around the world. As a member... 
    Part time
    Local area
    Day shift

    BMO U.S.

    Cupertino, CA
    8 hours ago
  • $27.9 - $34.87 per hour

     ...Financial Services Representative provides personalized service to members in order to attract,...  ...these relationships through the cross-selling of products and services to meet all the...  ...Time Off (PTO)/Holiday program Career growth support and planning programs In-house... 
    Full time
    Work at office
    Remote work

    Meriwest Credit Union

    Sunnyvale, CA
    4 days ago
  • $28.85 - $33.65 per hour

     ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....  ...Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE],... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Cupertino, CA
    2 days ago
  • $107k - $172k

     ...our own employees by investing in their growth. We aspire to create a culture that's built...  ...solutions.You will work closely with cross-functional teams and senior leadership to...  ...information about how LinkedIn handles the personal data of employees and job applicants, as... 
    For contractors
    Work at office
    Flexible hours

    Linkedin

    Sunnyvale, CA
    4 days ago
  •  ...member experience, support growth and retention efforts by developing...  ...staff on consultative cross-selling during loan set ups. The Financial...  ...focuses on delivery of a personable member experience. They are...  ...environment with effectivel client relationship building skills... 
    Full time

    KeyPoint Credit Union

    Milpitas, CA
    3 days ago
  • $22 - $23.5 per hour

     ...opportunities, and our sustained growth and expertise in industries...  ...next generation Associate Banker at East West Bank means you are...  ...new customer relationships Cross sell and refer bank products such...  ...and technologies to optimize clients’ digital banking experience Is... 
    Weekend work

    East West Bank

    Milpitas, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker: Client Growth & Cross-Sell. Be the first to apply!