Personal Banker: Grow Relationships & Cross-Sell Solutions
Citi
Citi in Rowland Heights, California is seeking an entry-level Personal Banker to support sales, product and service activities with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients. You will assist in credit requests under $250K, cross-sell treasury products, and refer larger opportunities, while delivering excellent client experiences and coaching branch staff on products and programs. #J-18808-Ljbffr Citi
$133k - $200k
...Serves as the key banking relationship manager for assigned... ...banking insights and solutions. Drives financial... ...expert” and the go-to-person providing differentiating... ...solutions as clients grow and adapt.Develops and... ...solutions.Assembles and leads cross-functional team to...SuggestedFull timeWork at office$133k - $200k
...Serves as the key banking relationship manager for assigned... ...banking insights and solutions. Drives financial... ...expert” and the go-to-person providing differentiating... ...solutions as clients grow and adapt.Develops and... ...solutions.Assembles and leads cross-functional team to...SuggestedFull timeWork at office$43k - $75k
...guidance regarding financial solutions that are in the best... ...-based assessments to grow loyalty and identify... ..., and building new relationships within the community.... ...credit recommendations for personal lending transactions,... ...only: Registration to sell investment products...SuggestedPart timeLocal areaImmediate startDay shift- U.S. Bank in California seeks a Relationship Banker to build and manage client relationships face-to-face. You will assess banking needs, explain... ...clients on digital tools and providing tailored financial solutions, with opportunities to collaborate across the branch and...Suggested
$133k - $200k
...Commercial Banking Relationship Manager Serves as the... ...banking insights and solutions. Drives financial performance... ...expert" and the go-to-person providing... ...solutions as clients grow and adapt. Develops... ...Assembles and leads cross-functional team to quickly...SuggestedWork at office$57.75k - $96.25k
...company's success. As a Relationship Banker Business Specialist... ...appropriately to grow share of wallet and attract... ...through tailored solutions aligned with clients'... ...Management Prospecting. Selling. Understanding... ...opportunity to qualified persons regardless of race, color...Temporary workWork experience placementWork at office$25 - $26.77 per hour
...successful career with opportunities to learn, grow, and make an impact. Join us! This job... ...priorities and connecting clients to solutions that meet the financial goals.... ...strives for operational excellence Builds relationships with clients to meet financial needs Follows...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- U.S. Bank is seeking a Relationship Banker to build strong client relationships and provide financial guidance in a branch setting. You will assess customers’ needs, educate them on deposit and loan products, and process basic transactions while supporting sales goals....
- ...advice and guidance regarding financial solutions that are in the best interests of customers... ...by providing needs-based assessments to grow loyalty and identify immediate / future... ...appointments, and building new relationships within the community. Addresses questions...Immediate start
- JPMorganChase is seeking a Relationship Banker at a Chase Branch to deliver exceptional client service, build lasting relationships,... ...clients address financial needs using digital tools and personalized solutions. The role requires compliance with regulatory requirements...Weekend workAfternoon shift
$21 - $27 per hour
...vision of the helpful and caring Community Banker. As a Personal or Senior Banker, you will establish and grow relationships of trust with Tri Counties Bank’s customers... ...banking more convenient. Employ appropriate solutions for customers. Follow through and honor commitments...Hourly payLocal area$22.9 - $26.33 per hour
...: $22.90 To $26.33 Hourly Personal Banker Department: Retail Bank Employment... ...responsible for building relationships and providing expert... ...offer the right financial solutions to help customers with large... ...acquisition of new business and growing profitable customer...Hourly payFull timeWork experience placementLocal area$70k - $80k
...successful career with opportunities to learn, grow, and make an impact. Join us! Job... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$82.5k - $137.5k
...company’s success. As a Relationship Manager within PNC's... ...a book of business to grow sales, revenue and market... ...customized customer solutions.Managing Risk -... ...Communications, Prospecting., Selling., Tech SavvyWork... ...opportunity to qualified persons regardless of race, color...Full timeTemporary workPart timeWork experience placementWork at office$85k - $125k
...community involvement • Build relationships and guide clients... ...) Offer tailored solutions across insurance and financial products Grow your knowledge and skills... ...) Contract who fail to sell enough to trigger a full... ...each client to collect personal financial information including...Full timeContract workTemporary workPart timeFor contractors$23 - $31 per hour
...the communities we support to grow and succeed. We believe it... ...shared ambition to life and each person is unique in their potential... .... Job Description Relationship Bankers build relationships with... ...and recommending financial solutions based on each customers unique...Temporary workPart timeLocal area- ...and deliver innovative solutions. Empowered with... ...streams are cohesive and cross functional impacts are... ...transformation at scale. Learn and grow. Build your Workday,... ..., fundamentally, as a person. You take ownership —... ..., your client relationships, and the quality of what...Full timeContract workWork experience placementLive inWork at officeLocal area
- ...and deliver innovative solutions. Empowered with... ...streams are cohesive and cross functional impacts are... ...organizations. Learn and grow continuously. Harness... ..., fundamentally, as a person. We prize diversity in... ...with strong ecosystem relationships. We combine our strength...Full timeWork experience placementLive inWork at officeLocal area
$49 per hour
...and community involvement • Build relationships and guide clients through key... ...education planning) Offer tailored solutions across insurance and financial products Grow your knowledge and skills... ...Introductory (PTAS) Contract who fail to sell enough to trigger a full-time...Full timeContract workTemporary workPart timeFor contractors- ...you’ll do more than process transactions — you’ll build lasting relationships and help customers reach their financial goals. As a **Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller operations, all while being...Full timeMonday to Friday
$70.3k - $73.98k
...Business: Contacts prospect/clients to establish new bank relationships through the selling of appropriate bank products. Contacts current clients to retain and expand present bank relationships by cross-selling bank products. Directs sales activities of branch...Full time$41.5k - $60.5k
...and guidance regarding financial solutions that are in the best interests... ...referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides... ...experience. Canada only: Registration to sell investment products completed or...Part timeLocal areaDay shift- ...with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...where you receive dedicated and personalized classes for your Securities... ...building and managing client relationships to considering a client’s...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...offering a unique brand of relationship banking and fostering... ...relationships and grow their business.Advisors... ...to LTC and Insurance solutions.About the Role:A Senior... ...Specialists, Private Bankers, and Wealth Strategists... ...and words.Takes personal initiative and is a positive...Full timeImmediate start
$144k - $261k
...experience, we provide investment solutions and a broad range of equity,... ...us for the opportunity to grow and make a difference in ways... ...growth, expands advisor relationships, and increases market share within... ...Strong consultative selling, presentation, and negotiation...Full timeWork experience placementLocal areaRemote work$61k - $119k
...Trust Services · Retirement Solutions · Business Needs Analysis... ...one way to start, build, and grow your practice. As an entrepreneur... ...client experience Build personalized, holistic financial plans... ...achieve their goals Grow relationships with clients to support them...Full timeContract workFor contractorsWork at office- ...analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must... .... Contacts and secures in-person appointments with prospective and... ...Proactively develops community relationships to cultivate and travels within the...Work at officeLocal area
$50k
...Edward Jones, you’ll develop and grow your own practice, supported... ...Responsibilities Build relationships to create new clients via... ...accelerate trust and create personalized, comprehensive strategies to... ...information seeking the right solutions for clients Comfortable...Work at officeWork from homeHome officeFlexible hours- ...Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about... ...athletes, and individuals seeking personal financial solutions. Our commitment to our clients,... ...identifying and cultivating new client relationships within target markets. REQUIREMENTS...
$98k - $132k
...delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking... ..., we offer opportunities to grow and develop in your... ...regulatory adherence.Collaborate cross-functionally with Marketing,...Full timeTemporary workFlexible hours
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