Personal Banker - Entry-Level Sales & Client Growth
Citibank (Switzerland) AG
A global financial institution is seeking a Personal Banker in Walnut Creek, California. This full-time entry-level role revolves around assisting sales and fostering client relationships to build loyalty. You'll help manage smaller credit requests while also cross-selling financial products. The ideal candidate has a Bachelor's degree and some relevant experience. The role supports various rewards and benefits, including healthcare coverage and paid time off. #J-18808-Ljbffr
- Citi in Walnut Creek is seeking a Personal Banker SAFE Act for an entry-level role focused on assisting sales and service activities. You will help foster relationships with customers, build loyalty, and increase sales. Responsibilities include managing business credit...Entry level
- ...play an integral role in driving the growth of our business through B2B sales strategies. We’re building... ...Prospecting : Identify potential business clients. Lead Generation : Develop and... ...targets. Qualifications: Entry-Level Experience: While previous sales...Entry levelWork at office
- ...join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements include a four-year degree in finance or a related field, along with relevant...Suggested
- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a...Suggested
$25 - $27.88 per hour
Bank of America is seeking a motivated Client Associate to engage clients in the lobby, assist with transactions, and educate them on banking solutions. This role involves building strong customer relationships, processing transactions, and adhering to established banking...SuggestedHourly payFlexible hours$250k
...additional information, please review .The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in... ...increase sales to individual consumer clients. **Responsibilities:*** Work with...Entry levelFull time- Citigroup Inc. is hiring for an entry-level Personal Banker SAFE Act position in Walnut Creek, California. The role focuses on assisting in sales and product activities while fostering client relationships to enhance loyalty. Ideal candidates will have up to 2 years of...Entry level
- A premier advisory firm is seeking motivated Sales Professionals to foster new client relationships and offer tailored financial solutions. Candidates should possess excellent interpersonal skills, a passion for client service, and the ability to engage effectively. A...
$169.5k - $305.8k
...Client Partner, Enterprise Sales At T-Mobile, we invest in YOU! Our Total... ...client, including C-level executives and others... ...want to continue their growth with. Additionally,... ...levels (C-level down to entry-level support roles).... ..., whether in-person or virtually. Exhibits...Entry levelFull timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours- ...and innovative organization is seeking an entry-level Behavior Technician to join their team... ...should be loving and caring, ready to ensure clients receive quality ABA services. The... ...culture with strong support for career growth and offers a comprehensive benefits package...Entry levelWork from home
- ...experience while driving sales. As a Store... ...prioritizing unparalleled client satisfaction. The Store... ...Creativity. In addition, as an entry level Store Associate, you... ..., contributing to the growth of our business. We... ...continually develop personal selling skills and...Entry levelPart timeWork at officeLocal areaImmediate start
$170.26k - $200.3k
...in Walnut Creek, California, to manage and grow high net worth client relationships. The role requires 10+ years of experience and a Bachelor... ...from $170,255 to $200,300, along with comprehensive benefits, ensuring the well-being and growth of our employees. #J-18808-Ljbffr...- ...fiduciary legally bound to act in our clients' best interests — always.... ...firms, Mercer has a dedicated Sales team so that our advisors can... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS),... ...An entrepreneurial spirit and growth-mindset, with a positive attitude...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Private Client Banker You have a passion for taking care... ...approach to generate growth in their balances. You... ...diversions or program entries. About Us Chase... ...financial services, including personal banking, credit cards,... ...U.S. in credit card sales and deposit growth and...Immediate startAfternoon shift
- Remote Sales Positions Available: Empower Your... ...underscores our rapid growth. Responsibilities:... ...discussions Provide personalized insurance quotes... ...information." Seniority level Seniority level Entry level Employment... ...Strategic Enterprise CLM Client Engagement Executive...Entry levelRemote jobFull time
$85k - $145k
...fiduciary legally bound to act in our clients' best interests — always.*... ...of metrics – including size, growth, service quality, technology,... ...firms, Mercer has a dedicated Sales team so that our advisors can... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Koitecc Solutions is seeking a Relationship Banker in Walnut Creek, California, to represent... ...the company while delivering outstanding client experiences. In this role, you will... ...solutions. The ideal candidate will have strong sales experience in the retail banking sector...
- A leading financial institution is looking to hire a Personal Banker I in Danville, California. The role requires providing exceptional customer... ...competitive compensation and opportunities for professional growth within a collaborative environment. #J-18808-Ljbffr Fifth...
- ...financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships... ...degree, and relevant financial licenses. Strong sales success and community presence are vital for...
- As a Private Client Banker in a Chase Branch, you will represent... ...approach to generate growth in their balances. You... ...in Financial Services sales experience with proven... ...skills, both in person and over the phone, with... ...diversions or program entries. Dodd Frank/Truth in...Immediate startAfternoon shift
$20 - $28 per hour
Responsibilities Provide excellent client service by providing immediate acknowledgement... ...existing relationships utilizing a personal and business bio and rapport with... ...skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional...Immediate start- ...CROSSMARK is a leading sales and marketing services company... ...expertly guides our clients along "The Way to Market" by delivering growth solutions with... ...retail merchandising, store level marketing, and streamlining... ...paid training (Ideal for entry-level or those looking to...Entry levelWeekly payExtra incomePermanent employmentPart timeWorldwideShift workWeekend work
- ...seeking a Financial Advisor in Walnut Creek to work with high-net worth clients. This role includes developing relationships, preparing investment recommendations, and leveraging technology for growth. The ideal candidate has a strong background in finance and client...
$100k - $140k
...of endless opportunities for growth. A place where entrepreneurial... ...tax functions for our diverse client base. The Real Estate Valuation... ...live the Withum Way, promoting personal and professional growth for... ...economics, public records, and sale and lease data Performing independent...Entry levelTraineeshipWork at officeLocal area$300k
Are you an experienced Sales Professional,... ...opportunities for both entry level, and experienced individuals... ...achieve profitable sales growth and special objectives... ...personnel. Drive personal vehicle to customer accounts... ...credit department and client; collect all balances...Entry levelLocal areaRelocationWeekend workAfternoon shift$75k - $80k
Hightower Advisors is seeking an Associate Wealth Advisor in San Ramon, California. The role involves onboarding clients, preparing investment proposals, and supporting advisory practices. Ideal candidates have 3+ years in investment management and a strong understanding...- A behavioral services company in Walnut Creek is seeking entry-level Behavior Technicians to support children through in-home or community-based ABA services. The role involves engaging with clients and providing essential support to foster positive behavior. Candidates...Entry level
$79.56k - $99.45k
...Sales Representative Company: US1120 FreshPoint... ...opportunities for both entry level, and experienced... ...achieve profitable sales growth and special objectives... ...customer personnel. Drive personal vehicle to customer... ...credit department and client; collect all balances...Entry levelLocal areaWorldwideRelocationWeekend workAfternoon shift$50.03k - $65.27k
...Pleasant Hill, California, is seeking a Universal Banker for an entry-level position. This role is responsible for assisting with sales, product, and service activities while... ...supporting the customer service team. You will help clients build relationships and increase sales...Entry levelPart time- Itlearn360 is seeking an enthusiastic and analytical Entry Level Financial Analyst in San Ramon, CA. The role supports budgeting, forecasting... ..., primarily using Microsoft Excel. This opportunity allows growth into a full-time position while contributing meaningfully to...Entry levelFull time
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