Personal Banker: Client Growth & Cross-Sell Focus
Citi Group
Citigroup Inc. in Walnut Creek, CA seeks entry-level Personal Banker to support sales and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business lending referrals, cross-selling treasury and related products, and coaching branch staff. Strong communication and NMLS compliance are required. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker: Client Growth & Cross-Sell Focus in Walnut Creek, CA vacancy
- Citi is seeking an entry level Personal Banker in Walnut Creek, CA to support the customer service... ...and build loyalty among individual clients. The role focuses on assisting with small business and consumer banking needs, cross-selling treasury products, and delivering...Suggested
- ...Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities... ...service team. You will help grow relationships with consumer clients, cross-sell treasury and small business products, and assist in...Suggested
Citigroup Inc
Danville, CA1 day ago - ...Specialist III -- Sales Focus This position,... ...Accounts Representative, Personal Banker, Financial Service... ...~ Expanding current client relationships and building... ...Increasing sales and cross-sell opportunities by participating... ..., branch and Bank growth by working with...SuggestedFlexible hours
FirstBank
Walnut Creek, CA3 days ago - ...seeking a Branch Relationship Banker (Personal Banker) to deliver a full-service banking experience focused on relationship-building.... ...lending needs, and connect clients with tailored financial solutions... ...events, grow deposits and cross-sell suitable products, working...SuggestedLocal area
- ...support Wealth Advisors by managing and deepening virtual client relationships. This role focuses on delivering customized financial planning support and... ...opportunity for real client experience. We champion growth through education and collaboration, with a hybrid work...SuggestedWork at office
- ...Bank, N.A. in San Ramon, CA, is hiring for a Retail Personal Banker I track. The program starts with 4-8 weeks of onboarding... ...within the Retail Personal Banker family. The role focuses on consultative selling, cross-selling to customers, and delivering a high-quality customer...
$250k
...Personal Banker Safe Act, Walnut Creek Branch, OfficerDiscover your future at Citi. Working at... ...increase sales to individual consumer clients. Responsibilities:Work with business credit... ...refer larger lending opportunities and cross sell treasury and related small business...Citigroup Inc
Walnut Creek, CA1 day ago$43.68k - $69.9k
...intended to become a Retail Personal Banker I after completing a 4-8 week... ...a Financial Center position focused on using the consultative... ...reviews. Primarily focused on cross-selling to existing customer base and... ...year-over-year revenue growth as measured by the Financial...Work experience placementWork at officeFifth Third
San Ramon, CA14 hours ago$27 - $30 per hour
Branch Relationship Banker- Walnut Creek, CA Associates... ...with our clients and with each other. Our... ...a premier California-focused financial services company... ...Relationship Banker (Personal Banker) to provide top... ...and written. Effective selling, cross-selling and referral skills...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...seeking a Branch Relationship Banker to provide exceptional,... ...to new and existing clients. You will focus on relationship-building,... ...solutions while delivering personalized service. The role emphasizes community engagement, cross-selling, and reliable client support...Local area
- ...businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, understand their needs, and... ..., and sponsorship for licenses, with a focus on growth, community impact, and professional...Flexible hours
- A leading financial services firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal candidate will have a strong commitment to client service and 10 years of client-facing experience...
- Destination Wealth Management seeks a Financial Planner to strengthen existing client relationships and contribute planning expertise in a team-based setting. You will participate in client meetings, help design and implement comprehensive financial plans, and research...
- EP Wealth Advisors is seeking a Wealth Advisor who builds long-term relationships, understands client goals, and delivers tailored wealth strategies across investments, retirement, and estate planning. This role collaborates with internal teams to ensure comprehensive...Flexible hours
- EP Wealth Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The Wealth Advisor builds long-term relationships, deepens understanding of clients’ goals, and designs investment, retirement,...Flexible hours
$43.68k - $69.9k
...intended to become a Retail Personal Banker I after completing a 4-8 week... ...a Financial Center position focused on using the consultative... ...reviews. Primarily focused on cross-selling to existing customer base and... ...year-over-year revenue growth as measured by the Financial...Full timeWork experience placementWork at office- ...Director to grow the territory, empower advisors, and strengthen a client-focused culture. You will lead a high-performing advisor team through... ...HR on talent development and performance reviews to sustain growth and client outcomes. #J-18808-Ljbffr EP Wealth Advisors, LLC
- ...Summary A direct hire Banker opportunity is... ...professional with strong client service, teller,... ...to branch growth. The role offers a... ...products and services. Cross-sell bank products,... ...client inquiries in person and by phone with... ...courteous, and solutions-focused service. Follow...Temporary work
- ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek... .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...a strong work ethic and intense focus on results, acting in the best interest...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Pleasant Hill, CA14 hours ago - ...you are the first point of contact for our clients! In addition to welcoming our clients,... ...independent banks in the U.S. We are proud of our growth and success over the past 100 years and... ...diversity of our associates and promote personal and professional development throughout...For contractorsWork at officeRemote workFlexible hours
RadNet
Walnut Creek, CA14 hours ago $22.27 - $33.43 per hour
...aspects of providing exemplary client service. Successfully... ...and all relevant Relationship Banker education tools and resources... ...and analyzes client needs for cross-sell opportunities. Provides accurate... ...services can meet their business or personal objectives. Manages an active...Hourly payCity National Bank
Walnut Creek, CA20 hours ago$25 - $26.77 per hour
...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... ...motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Concord, CA4 days ago$45.9k - $75.9k
...solutions). Offers clients advice and guidance on... ...credit recommendations for personal lending transactions,... ...only: Registration to sell investment products completed... ...experience. A focus on results and the ability... ..., and power economic growth around the world. As...Part timeLocal areaImmediate startDay shiftBmo
Berkeley, CA14 hours ago- ...Relationship Banker Concord, California To proceed with your application... .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...a strong work ethic and intense focus on results, acting in the best interest...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Concord, CA4 days ago $66.56k - $80k
...of financial services tailored to their clients' needs. This exciting opportunity at Mechanics... ...core institution products to support cross-selling opportunities and to generate referrals... ...in a fast-paced environment, are client-focused, team oriented, and are able to execute...Work at officeLocal areaLPL Financial
Walnut Creek, CA4 days ago- JPMorganChase in Walnut Creek, CA is seeking a Private Banker to advise families on building, preserving and managing wealth, using expertise in investments, credit and banking to advise current clients and attract new assets. You will be part of a local team supported...Local area
- ...Central California in Danville is seeking a Personal Banker to open new accounts, originate consumer loan applications, and nurture client relationships. You will build connections... ...opportunities, and provide customer-focused financial guidance. The role requires a strong...
- ...Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will... ...ownership of client outcomes, with on‑site collaboration and a strong focus on in‑person work in specified #J-18808-Ljbffr Charles Schwab
- ...Mutual in Walnut Creek is seeking a Financial Advisor to educate clients on financial planning and insurance options, and to provide... ...advancement, training, and a flexible schedule that supports your professional growth and work-life balance. #J-18808-Ljbffr Socket.devLocal areaFlexible hours
- First Bank in Walnut Creek, CA is seeking a client-focused professional to serve as the first point of contact for our clients. You will... ...relationships within our client service model, delivering personalized conversations to identify financial solutions. You will acquire...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker: Client Growth & Cross-Sell Focus. Be the first to apply!
Related searches
- private banker Walnut Creek, CA
- personal banker Walnut Creek, CA
- personal training part time Walnut Creek, CA
- personal caregiver Walnut Creek, CA
- attorney personal injury Walnut Creek, CA
- entry level personal training Walnut Creek, CA
- personal training Walnut Creek, CA
- personal security Walnut Creek, CA
- junior private banker
- private mortgage banker