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
$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- ...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
$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...SuggestedPart timeLocal areaImmediate startDay shift- ...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
$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...SuggestedFull time$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 timeWork experience placementLive inWork at officeLocal area$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 placementWork at office$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 timeTemporary workPart timeWork experience placementWork at office$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$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 timeFlexible hoursWeekend work$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 timeWork at officeRelocationRelocation package$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- ...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 officeShift workWeekend workDay shift
$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 workPart timeLocal areaImmediate startDay shift- ...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
$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 officeLocal areaFlexible hoursNight shift- ...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
$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 payWork experience placementFlexible hours- 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 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...
- ...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 officeShift workWeekend workDay shift
- ...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...
$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$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 areaFlexible hours$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 timeLocal areaDay shift$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 timeWork at officeRemote work$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 payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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 contractorsWork at officeFlexible hours- ...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
$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
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