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
$61.28k - $85.52k
...A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably...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...Suggested
$250k
...additional information, please review .The Personal Banker SAFE Act is an entry level position... ...increase sales to individual consumer clients. **Responsibilities:*** Work with business... ...refer larger lending opportunities and cross sell treasury and related small business...SuggestedFull time- ...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 shift$20 - $26 per hour
...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire... ...our tailored premier banker programs.Career Growth: Clear paths to achieve your professional...Immediate start$64.17k - $102.81k
...Senior Personal Banker Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes... ...as needed. Shares deposit‑area expertise and supports cross‑training as designated by the Team Leader/Manager. Preferred...Work experience placementWork at office$66.56k - $80k
...comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites... ...complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the...Work at officeLocal area- ...financial solutions. This role engages with customers to assess needs, recommends tailored lending and banking options, and guides clients toward digital self-serve solutions. You will build relationships across branches and channels while ensuring compliant, high-quality...
- ...seeking a Financial Services Representative to market financial products that help customers manage daily risks. You will educate clients on options and apply your analytical skills to support a consultative sales approach. Responsibilities include consulting on financial...
- 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....
- ...Advisor Stage I to begin with essential securities licensing and client-relations training. You’ll acquire, build and manage client... ...teams to serve a diverse client base, with structured training and growth opportunities across centers. #J-18808-Ljbffr Bank of America
- ...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
$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... ...customer relationships Cross sell and refer bank products such... ...and technologies to optimize clients' digital banking experience...Weekend work$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network... ...institution and serves as a foundation for long‑term growth and career mobility, supported by Wells Fargo's training and...Work experience placementFlexible hours$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... .... This role is designed for growth-oriented professionals who... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk excellence...Temporary workWork experience placementImmediate start$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ..., sound judgment, and the ability to balance service with growth. In this role you will: Build lasting customer relationships...Hourly payWork experience placementFlexible hours- ...Citigroup Inc. in San Rafael, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities... ...build loyalty, and help increase sales to individual consumer clients. You will support in handling loan referrals under $250K, promote...
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... .... This role is designed for growth-oriented professionals who... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk excellence...Temporary workWork experience placementImmediate start$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- Jeff Marks - State Farm Agent is seeking a Financial Services Representative to market and educate customers on financial products, focusing on risk management and investment planning. The role calls for a consultative sales approach and strong analytical skills to support...
$85k - $135k
...Associate Private Banker Morgan Stanley ("MS") is a global financial services firm that... ...financial advice and services to its clients including brokerage, investment advisory,... ...collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT...Temporary workWork experience placement$24 - $31 per hour
...transactions, and documentation, as well as selling and referring Credit Union products. As... ...employees, and service providers. Cross-sell RCU and RCUSG products and services.... ...including loans. Thorough knowledge of personal computers with internet/intranet access and...Hourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift- ...Financial Consultants (FC) and their practice clients. Through your developed expertise, you... ...FC all along the way. You’ll support the growth and management of an affluent wealth... ...expectations Ability to build and maintain good cross-enterprise working relationships...Local area
$63.3k - $117.2k
...relationships with a portfolio of small business clients to build a pipeline of new business and... ...and referral sources to ensure ongoing growth of BMO's business. Generates... ...objectives. Identifies prospective customers and cross-sells additional products and services to meet...Part timeLocal area$43.1k - $58.3k
...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 shift- ...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
$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- ...quantitative research, scalable technology, and hands‑on client expertise. Our mission is to deliver hyper‑personalized, tax‑aware portfolios at scale. The Role As a... ...investment, quant, and fintech professionals Growth: Rapid career trajectory in a high‑visibility, high...
$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 hours
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