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
- ...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...Suggested
$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$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...SuggestedFull time$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... ...employment opportunity to qualified persons regardless of race, color, sex...SuggestedFull timeTemporary workPart timeWork at office$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&...SuggestedWork experience placementWork at office- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ..., utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by...Immediate startAfternoon shift
- ...Retail Personal Banker I Make banking a Fifth Third better We connect great people to great... ...reviews. Primarily focused on cross-selling to existing customer base and engaging... ...goals and enhance year-over-year revenue growth as measured by the Financial Center P&...Work experience placementWork at office
$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$50k - $100k
...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...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San... ...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
$22.33 per hour
...Personal Banker Location : Location US-CA-Los Altos Location/Org Data : Name Los Altos CA Location : Address 454... ...excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop...Full timeWork at office- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment... ...computer and issues customer receipts. Sells and prepares money orders, cashier's... ...Western Union wires and cash advances. Cross-sells bank services and products. Provides...
- ...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
$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$260k - $390k
...BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking... ...to a wide range of complex domestic and cross-border financing transactions, working... ...financings, receivables financings, and growth capital transactions, representing both lenders...Work at officeFlexible hours$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... ...relationships to maximize cross-sell. This position... ...sick time Free personal checking and... ...opportunity to share in the growth and prosperity of...Local areaFlexible hours$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... ...Accounting, Financial Systems, and other cross-functional teams. This role offers broad... ...information about how LinkedIn handles the personal data of employees and job applicants, as...For contractorsWork at officeFlexible hours$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 Want... ...for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You...Work at office$165k - $175k
...serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves... ...to each client’s financial plan.* Identify cross-department solutions for client needs and able...Local areaFlexible hours- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build... ...and proactively meet with them, both in person and over the phone, to build lasting relationships...Immediate startAfternoon shift
$25.5 - $30.5 per hour
...Relationship Banker The Relationship Banker is a frontline financial partner that is... ...routine financial transactions for members in-person, over the phone, and by e-mail. Youll... ...and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets...Hourly payFull timeWork at office- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build... ...and proactively meet with them, both in person and over the phone, to build lasting relationships...Immediate startAfternoon shift
- ...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 and providing a culture of caring...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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],...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$85k - $100k
...you will help design scalable systems that support rapid company growth. Responsibilities Own the accounts payable process, including... ...Excellent written and verbal communication skills. Ability to work cross-functionally with leadership, HR, legal, and external accounting...Flexible hours$140k - $185k
...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... ...the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction...Full timeWork experience placementWork at officeLocal areaFlexible hoursDay shift$82.1k - $172.5k
...relationship management and client experience of companies with... ...smart financial solutions for personal and business needs. Serve as... ...collaboration, develop revenue growth by identifying needs and providing... ...client relationships. Cross-sell all applicable 5/3 products...Full timeWork experience placementWork at office$82.1k - $172.5k
...relationship management and client experience of companies with... ...smart financial solutions for personal and business needs. Serve as... ...collaboration, develop revenue growth by identifying needs and providing... ...client relationships. Cross-sell all applicable 5/3 products...Work experience placementWork at office$83k - $100k
...intelligent, data-driven solutions to help our clients navigate change and transform their... ...to thrive within a culture that fosters growth and collaboration, whether you're launching... ...with integrity, professionalism and personal responsibility to uphold KPMG's respectful...Full timeSummer workH1bLocal areaRemote workNight shift
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