Personal Banker - Client Growth & Cross-Sell
Citi
Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales, fostering customer relations, and executing service activities. Duties include managing business credit requests, building referral opportunities, and providing client services. Candidates should have 0-2 years of experience, preferably in banking or retail, and possess strong communication skills. A Bachelor's degree or equivalent experience is required. Citi offers competitive employee benefits including health coverage and paid time off. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker - Client Growth & Cross-Sell in San Pablo, CA vacancy
$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. The... ...relationships to drive loyalty and sales growth. Key responsibilities include managing small... ...business credit requests, providing client services, and coaching branch staff. Candidates...Suggested- Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting in executing sales, and collaborating with the customer service team. Ideal candidates should have a Bachelor’s degree and...Suggested
- Citi is seeking a Personal Banker in San Rafael, CA to support customer service and sales activities. The role focuses on building loyalty, increasing consumer client sales, and cross-selling banking products. Responsibilities include handling business credit requests,...Suggested
$45.9k - $75.9k
...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...SuggestedPart timeLocal areaImmediate startDay shiftBmo
Larkspur, CA3 days ago$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...SuggestedContract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Oakland, CA4 days ago- ...Registered Representative to market financial services, consult on securities, and educate customers on their options. You’ll support clients with investment guidance, analyze needs, and stay compliant with regulations. This full-time role rewards initiative with licensing...Full time
- Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito, California. The role involves working directly with clients to build financial plans that include various investment products....
$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 workTalentify.io
Oakland, CA4 days ago- ...Relationship Banker Oakland, California To proceed with your application, you must be at least 18 years of age.... ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Oakland, CA4 days ago - Citigroup Inc. in San Rafael, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities in... ...loyalty, and help increase sales to individual consumer clients. You will support in handling loan referrals under $250K, promote...
$90k - $100k
...services to 401(k) plan participants and clients of Creative Planning. This role combines... ...finalist meetings, and contribute to enterprise growth initiatives. Oversee accurate and... ...plans, investment products, and general personal finance concepts. ~ Proven ability to present...Creative Planning
Richmond, CA7 days ago$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It includes triaging... ...resources and support to help employees make a genuine impact and contribute to sustainable growth. #J-18808-Ljbffr Bank of AmericaTemporary workMonday to FridayShift workDay shift- Bank of America in Corte Madera, CA seeks a Personal Banker to uncover clients' banking needs and connect them with specialists. The role balances service requests with in-person and inbound interactions, driving tailored financial solutions. The position requires at least...Weekend work
$45k - $75k
...relationship with BMO beyond personal banking. Welcomes and guides... ...leader, assists in conducting client conversations about banking services... ...Canada only: Registration to sell investment products completed... ..., and power economic growth around the world. As a member...Contract workPart timeLocal areaDay shiftBank of Montreal
Larkspur, CA2 days ago- ...growing our sales department. Personal Protective Services is a... ...patrol. We are expanding our client base across commercial, industrial... ...to help accelerate that growth. If you thrive in a fast-paced... ...solutions. You will be selling: On-site security guards (...Full timeContract work
Personal Protective Services
Oakland, CAa month ago - We're looking for an experienced Banker to join a relationship-focused branch where exceptional... ...experience who enjoys building lasting client relationships and contributing to branch... ...transactions accurately and efficiently Cross-sell banking products and services based on...Temporary workWork at office
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Corte Madera, CA. The role focuses on comprehensive financial planning, relationship management, and delivering investment solutions to individuals and families. You will advise...
$50k
...people come first. With over 9 million clients and 20,000 financial advisors across the... ...concerns to accelerate trust and create personalized, comprehensive strategies to help clients... ...No ceiling to your earning potential and growth, and your compensation is tied to the...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Berkeley, CA1 day ago- ...rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaImmediate start
- ...customers, assess needs, and guide them toward suitable financial solutions across personal lending, investments, and everyday banking. The role emphasizes proactive outreach, relationship growth, and risk-aware recommendations. The position involves delivering digital and...
$93k - $122k
...Relationship Banker Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the... ...opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each...Work experience placementWork at officeFlexible hours- U.S. Bank is seeking a Relationship Banker at a California location to build strong client relationships, educate customers on deposit and loan products, and open accounts. The role emphasizes proactive outreach, problem solving, and leveraging digital banking tools to...
- ...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
Bank of America Corporation
Oakland, CAa month ago $100k
...individuals to join the Coldwell Banker family in Los Angeles,... ...approaches the real estate needs of clients across 3,000 offices in 49... ...Communicate with leads through in-person meetings, phone calls, digital... ...clients who are interested in selling or buying real estate...Hourly payFull timeFor contractors$155k - $180k
...models that power our most important decisions. This role works cross-functionally with business leaders to plan the business, partner... ...experience in strategic finance, investment banking, consulting, or growth investing. Bachelor's degree in a STEM or highly analytical...$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 payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$45k - $100k
...where people come first. With over 9 million clients and 20,000 financial advisors across the... ...No ceiling to your earning potential and growth, and your compensation is tied to the... ...flexibility that you need to balance your personal and professional lives - the best of both...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Atomic Machines in Emeryville, CA, is seeking a Strategic Finance Senior Associate to join the finance team and partner with Operations, Engineering, and Go-to-Market to build financial models and the infrastructure that guides strategic decisions. You will own unit economics...
$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 payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team... ...genuine impact and contribute to the sustainable growth of our business and the communities we serve....Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker - Client Growth & Cross-Sell. Be the first to apply!
