Personal Banker: Client Growth & Cross-Sell
Citi Group
Citigroup Inc. in South San Francisco, CA is seeking an entry-level Personal Banker to assist in sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and grow sales to individual consumer clients. This position emphasizes handling small business referrals, leveraging Centers of Influence and the MGM Program, and delivering excellent client experiences while adhering to Citi policies and Safe Act #J-18808-Ljbffr Citigroup Inc.
- Citi is seeking an entry-level Personal Banker in South San Francisco, CA. The role supports customer service and sales activities, aiming to foster customer loyalty and increase client relationships. The position involves handling small business and consumer product referrals...Suggested
- ...in San Francisco is seeking an entry-level Personal Banker to assist in sales and service activities with... ...and help increase sales to individual clients. The position involves handling small business referrals, cross-selling treasury products, coaching staff, and ensuring...Suggested
- Tri Counties Bank seeks Personal and Senior Bankers in California to provide confident customer service at the branch and expand client relationships. You will handle teller transactions, open new accounts, and promote services to meet customer needs. The role requires...Suggested
- ...investment advisor to help members achieve their financial goals with personalized guidance and a broad range of investment products. The role... ..., education, and long-term relationships. You will assess client needs, develop strategies, conduct periodic reviews, and stay...Suggested
$157.04k - $235.56k
...with venture capital-backed, growth-stage technology companies, primarily... ....Responsibilities:Calls on clients to deepen relationships and... ...are met;Identifies cross-sell opportunities to deepen and increase... ...ethical judgment regarding personal behavior, conduct and business...SuggestedFull time$310k - $365k
...Finance associate to join its Venture & Growth subgroup in any of our New York or California... ...legal research and analysis to support client matters, legal strategy, and decision-... ....Manage and support complex domestic and cross-border corporate, finance, real estate, tax...Full timeWork at officeRelocationRelocation package- ..., and an enduring culture of growth and success. We have a small,... ...new business development and client management for the Bank’s most... ...service requests and cross sell new products by partnering with... ...corporate structure and our bankers are entrusted with considerable...Work at officeRemote work
$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$200k - $300k
...Banker SAFE Act The Banker SAFE Act is... ...convert prospects into clients. Demonstrate an... ...families that cross generations to establish... ...maximize revenue growth and client... ...team goals above personal achievement. Encourage... ...in relationship selling ~ Demonstrates extensive...Full time- ...San Francisco is seeking an entry-level Personal Banker under the SAFE Act. You will support... ...customers to build loyalty and increase client relationships. This role coordinates with the customer service team to drive cross-sell of banking products and services. Responsibilities...
$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...Solving Prospecting. Retail Lending Selling. Understanding Customer Needs Work Experience...Full timeTemporary workPart timeWork experience placementWork at office$70.31k
...helping members and/or new clients by assessing their financial... ...providing them with exceptional personalized service and investment... ...Managers to identify and leverage cross-sell opportunities. Supports all... ...opportunities for career growth Volunteer work Patelco Credit...Full timeTemporary workPart timeWork experience placementWork at officeImmediate startFlexible hours$122.4k - $228k
...relationships with high-net-worth clients and prospects. Assists in the... ...expert service and highly personalized interaction. Develops and... ...approach to develop and execute the growth and retention strategy the... ...team skills; with a focus on cross-group collaboration - In-...Part timeShift work$120k - $250k
...relationships with high-net-worth clients and prospects. Assists in the... ...expert service and highly personalized interaction. Develops and... ...approach to develop and execute the growth and retention strategy the... ...team skills; with a focus on cross-group collaboration - In-...Contract workPart timeLocal areaShift work- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment... ...computer and issues customer receipts. Sells and prepares money orders, cashier's checks... ...Western Union wires and cash advances. Cross-sells bank services and products....
$25 - $26.77 per hour
...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 Responsible...Hourly payWork at officeShift workWeekend workDay shift$22 - $31 per hour
...qualifications and experience. POSITION SUMMARY & MISSION As a Personal Banker you provide confidence-inspiring service to members of our... ...interactions with customers you create and expand banker -client relationships based on purpose, value, and trust. You assist...Full timeLocal area- Chase is looking for a Relationship Banker to join a Chase Branch and represent our brand with hospitality. You will acquire, manage, and retain meaningful client relationships, using financial knowledge to offer tailored solutions that fit their goals. In this role you...
$131k - $224k
...retain, and grow complex to highly complex client relationships through the art of... ...Banking Relationship Management group that are cross functional and companywide strategiesStrategically... ...apply regarding outside activities or personal investing; affected employees will be...Full timeWork experience placement- ...Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.ResponsibilitiesManage monthly and quarterly close and reconciliations across funds and SPVsPrepare NAV, capital accounts...Seasonal workWork at officeFlexible hours
$92.22k - $106.1k
...We want to help you achieve growth by giving you access to a network... ...for an experienced and client-focused Workday Consultant to... ...fit-gap analysis to identify personalization areas and develop solutions to... ...effectively collaborate with cross-functional teams to ensure seamless...Full timeContract workLocal areaFlexible hours$95k - $160k
...of our firm's most strategic clients. You will work with advisors to... ...Across Wealth Management, our growth is driven by a relentless focus... ..., providing comprehensive personal financial planning, investment... ...service Proven track record with cross-training, task-sharing and mutually...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office$91.1k - $179.5k
...We leverage sector-specific insights and cross-domain perspectives to help organizations... ...research, prepare white papers, and deliver client training on marketplace trends.Support... ...code: 367770 Job ID 367770 Strategy, Growth, and Transformation | Functional and...Local area$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 office$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$122.54k - $208.72k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net... ...is responsible for profitable growth of the portfolio. May serve as... ...clients and Center of Influences, personal community involvement, and from...Remote work$32 per hour
...Description Job Description Banker I, II & Senior San Mateo, CA... ...✅ Competitive Pay ✅ Career Growth Opportunities ✅ Community-Focused... ...and business accounts Assist clients with checking, savings, CDs,... ..., Trust & Estate accounts Cross-sell banking products and services...Full timeTemporary workImmediate start$300k - $350k
...- $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director... ...banking) Proven track record managing clients with $5M–$10M+ in assets Strong investment... ...who deepen relationships and drive asset growth. This is a long-term strategic...Full timeWork at office$25 - $26.77 per hour
...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 is...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$24 - $25.5 per hour
...create new opportunities, and our sustained growth and expertise in industries like real... ...Overview Being the next generation Relationship Banker at East West Bank means you are part of a... ...work ethic and focus on results with clients’ best interest in mind Applies strong...
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