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

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

Citi

Citi is seeking an entry-level Personal Banker in Pleasant Hill, CA, to assist in sales and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. Responsibilities include handling small business lending referrals, coaching branch staff, cross-selling products, and ensuring compliance with Citigroup policies. This is a full-time position within Consumer Sales/Branch Sales. #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Entry-Level Personal Banker: Grow Relationships & Cross-Sell in Pleasant Hill, CA vacancy
  •  ...Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities...  ...with the customer service team. You will help grow relationships with consumer clients, cross-sell treasury and small business products, and... 
    Entry level

    Citigroup Inc

    Danville, CA
    1 day ago
  • Citi in San Ramon, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service, and client relationship activities under supervision. You will handle small business loan referrals ( Requirements include basic banking knowledge, NMLS registration, and... 
    Entry level

    Citi

    San Ramon, CA
    2 days ago
  • $250k

     ...The Personal Banker SAFE Act is an entry level position responsible for the assistance in...  ...lending opportunities and cross sell treasury and related small...  ...Assist in strategies to grow the small business...  ...inbound calls to acquire new relationships and deepen existing... 
    Entry level
    Full time

    Citigroup Inc

    Walnut Creek, CA
    1 day ago
  • $27 - $30 per hour

    Branch Relationship Banker- Walnut Creek, CA Associates at California...  ...for all employees to grow and thrive. As a...  ...Relationship Banker (Personal Banker) to provide...  ...and written. Effective selling, cross-selling and referral...  ...factors such as level of experience. This position... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Zions Bancorporation

    Walnut Creek, CA
    3 days ago
  • Citigroup Inc. in Pleasant Hill, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales, service and relationship building for individual consumer clients....  ...this role you will handle small business cross-sell opportunities, assist with credit requests... 
    Entry level

    Citigroup Inc.

    Pleasant Hill, CA
    4 days ago
  • Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on assisting in sales and customer relations, designed to build loyalty and increase sales among individual consumer clients. The role includes responsibilities... 
    Entry level

    Citigroup Inc

    San Ramon, CA
    1 day ago
  •  ..., Walnut Creek branch, is seeking a Branch Relationship Banker to provide exceptional, full-service banking...  ..., and financial solutions while delivering personalized service. The role emphasizes community engagement, cross-selling, and reliable client support in a branch... 
    Local area

    Zions Bancorporation

    Walnut Creek, CA
    3 days ago
  •  ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California; San Ramon...  ..., while providing an appropriate level of flexibility based on role-specific responsibilities...  ...career with opportunities to learn, grow, and make an impact. Join us! **Job... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Pleasant Hill, CA
    13 hours ago
  •  ...other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc...  ...~ Expanding current client relationships and building new client relationships...  ...associates. ~ Increasing sales and cross-sell opportunities by participating in sales... 
    Flexible hours

    FirstBank

    Walnut Creek, CA
    2 days ago
  • $140k - $185k

     ...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... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Day shift

    Bank of America

    Walnut Creek, CA
    1 day ago
  • Citi is seeking a Personal Banker in Danville, CA to assist customers with banking and lending solutions. This entry-level role supports sales and service activities in coordination...  ...service team, aiming to deepen relationships and grow deposits. You will work with... 
    Entry level
    Full time

    Citi

    Danville, CA
    2 days ago
  • $28 - $33 per hour

     ...welcoming our clients, you will strengthen relationships with our world-class client service...  ...28-$33 an hour About Us Be a part of a growing company that is truly committed to its...  ...diversity of our associates and promote personal and professional development throughout... 
    For contractors
    Work at office
    Remote work
    Flexible hours

    FirstBank

    Walnut Creek, CA
    3 days ago
  • $169.5k - $305.8k

     ...value. Be dynamic. Sell big. Unleash...  ...with cross-functional partner...  ...curate long-term relationships with key decision...  ...client, including C-level executives and...  ...-level down to entry-level support...  ...professionally, whether in-person or virtually....  ....Never stop growing!As part of the... 
    Entry level
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Concord, CA
    13 hours ago
  • Fremont Bank’s Senior Relationship Banker in San Ramon delivers world-class service and grows client relationships through outbound calls, prospecting, and referrals. You’ll promote bank products, open new accounts, and collaborate with partners to maximize relationship... 

    Fremont Bank

    San Ramon, CA
    4 days ago
  • $25 - $27 per hour

     ...Summary We are seeking a customer-focused Personal Banker for a direct hire opportunity in the...  ...customer accounts. Promote and cross-sell banking products and services based on...  ...with branch procedures. Support customer relationship-building through needs-based product and... 
    Hourly pay
    Temporary work

    AppleOne Employment Services

    Lafayette, CA
    4 days ago
  • Fremont Bank in California seeks a Senior Relationship Banker to deliver world-class service and grow client relationships. You will advise on retail and business products, build partnerships, and expand relationships through outbound calling and prospecting. Some time... 

    Fremont-Bank

    San Ramon, CA
    4 days ago
  •  ...expectations, while providing an appropriate level of flexibility based on role-specific...  ...career with opportunities to learn, grow, and make an impact. Join us! The following...  ...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

    Pleasant Hill, CA
    9 days ago
  • $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

    Walnut Creek, CA
    4 days ago
  •  ...Courageous. In addition, as an entry level Store Associate, you...  ...and understands the selling program to promote the...  ...continually develop personal selling skills and...  ...communication skills to build relationships with clients and...  ...to move and grow within our organization... 
    Entry level
    Minimum wage
    Part time
    Work at office
    Local area

    ODP

    Walnut Creek, CA
    4 days ago
  • $75k - $175k

     ...Representatives who are eager to learn, grow, and succeed—with full training, a 100%...  ...maintain strong, trust-based client relationships. Get licensed (we'll support you every...  ...Flexible schedule. U.S. only. Seniority level Entry level Employment type Full-time Job function... 
    Entry level
    Full time
    Remote work
    Flexible hours

    SkyKey Financial

    Concord, CA
    2 days ago
  • $23 - $30.5 per hour

     ...Support Specialist team brings a unique entry-level, inside sales opportunity to the...  ...results-driven, and enjoy cultivating new relationships over the phone. Responsibilities...  ...quoted and incomplete submissions Cross-Sell other product lines, i.e. BOP, Auto, General... 
    Entry level
    Work at office
    Flexible hours

    AmTrust Financial

    Concord, CA
    2 days ago
  • $100k

     ...individuals to join the Coldwell Banker family in Concord, California...  ...with leads through in-person meetings, phone calls, digital...  ...houses and more Foster client relationships Negotiate purchase...  ...clients who are interested in selling or buying real estate Qualifications... 
    Entry level
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Concord, CA
    1 day ago
  • $31 per hour

     ...Roving Associate Personal Banker (SAFE)Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network...  ...branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Walnut Creek, CA
    2 hours ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch...  ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with...  ...clear expectations, and taking personal ownership to convert qualified opportunities... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Walnut Creek, CA
    1 day ago
  • $140k - $150k

     ...Financial, one of the fastest growing RIAs, is seeking an...  ...office. This is a in person role, with the ability...  ...building strong client relationships while actively contributing...  ...without pressure to sell proprietary products....  ...the general nature and level of work being performed... 
    Full time
    Contract work
    Temporary work
    Part time
    For contractors
    For subcontractor
    Internship
    Work at office
    Work from home
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    1 day ago
  •  ...quality customer service experience during each customer interaction Build relationships with retail branch staff and support referral efforts Understand core institution products to support cross-selling and generate referrals Meet or exceed established sales goals while... 
    Work at office

    Jobtailor

    Walnut Creek, CA
    2 days ago
  • $18 per hour

     ...customers. No matter your level of bike knowledge,...  .... We're not just selling bikes, we're...  ...and develop relationships using CRM tool...  ...opportunities to grow your career in the...  ...bike industry Entry level candidates can...  ...with customers in person and on the phone... 
    Entry level
    Full time
    Day shift

    Headlands Ventures

    Walnut Creek, CA
    13 hours ago
  •  ...value. Be dynamic. Sell big. Unleash your...  ...and accelerate with cross-functional partner...  ...curate long-term relationships with key decision...  ...client, including C-level executives and...  ...(C-level down to entry-level support roles...  ...professionally, whether in-person or virtually.... 
    Entry level
    Contract work
    Work experience placement

    T Mobile US

    Concord, CA
    2 days ago
  • $16.9 - $19 per hour

     ...Join Our Growing Team! West Coast Convenience is the parent...  ...We are looking for all levels (including entry level) of hardworking, dedicated...  ...per company guidelines Crossing and upselling store...  ...validate identification prior to selling tobacco and/or alcohol (as... 
    Entry level
    Hourly pay
    Full time
    Part time
    Immediate start
    All shifts
    Flexible hours
    Shift work
    Night shift
    Day shift
    Afternoon shift

    Loop Neighborhood

    Walnut Creek, CA
    1 day ago
  •  ...Data Entry Coordinator Junior (Remote)Walnut Creek, California, United States Job Openings...  ...detail? If so, we have the perfect entry-level opportunity for you as a Remote Data Entry...  ...data into our database systems.Verify and cross-reference data to ensure its accuracy and... 
    Entry level
    Remote work

    Only Data Entry

    Walnut Creek, CA
    2 days 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!