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 some...Suggested$61.28k - $85.52k
Citibank (Switzerland) AG is seeking a Personal Banker for the Albany Branch to assist in executing sales and service activities... ...sales experience. Responsibilities include delivering client services and cross-selling products while adhering to Citibank policies. This full...SuggestedFull time- Citigroup Inc. is seeking a Personal Banker SAFE Act in Berkeley, California. This entry-level position involves assisting in sales execution... ...include working with business credit requests, delivering client services, and coaching branch staff. Candidates should have 0...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$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. This role involves assisting in sales, building customer loyalty, and delivering client services. Responsibilities include managing business credit requests, collaborating with...Suggested$5,000 per month
...family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms... ...Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends....Work experience placementWork at officeLocal area$24 - $31 per hour
...contributes to the success of the branch by selling and referring Credit Union products. As... ...employees, and service providers. Cross-sell RCU and RCUSG products and services.... ...financial well-being of our communities one person at a time, through good times and bad....Hourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift- ...Why Work With Us Career Growth – Be part of a fast-growing industry... ...require proven experience in selling security guard services. You will connect with potential clients, maintain relationships, and... ...Follow up by phone, email, and in-person visits to finalize contracts...Contract workWork experience placementRemote workFlexible hours
- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point... ...proactive and disciplined approach to generate growth in their balances. You will help acquire... ...range of financial services, including personal banking, credit cards, mortgages, auto...Immediate startAfternoon shift
- ...and provide essential support and guidance while upholding the highest standards of integrity. The position offers opportunities for growth and the convenience of working from home. Ideal candidates will possess strong communication skills and a genuine desire to help...Remote workWork from home
- ...AO Garcia Agency in Oakland, California, is seeking motivated individuals for a position focused on client consultations and financial well-being. This role offers flexibility with work from home options and a chance for performance-based advancement. Responsibilities...Remote workWork from home
$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...Part timeLocal areaDay shift$50k - $85k
...company is seeking a seasoned Vendor Business Opportunity Investor, offering a flexible work arrangement focused on supporting business growth and vendor collaboration. The candidate will leverage their network and expertise in investment and business consulting to aid in...Local areaRemote workFlexible hours- ...secure their financial futures. Candidates should possess strong communication skills and a genuine desire to help others. This role offers flexible working conditions and opportunities for growth while upholding integrity in all client interactions. #J-18808-Ljbffr...Remote workWork from homeFlexible hours
- ...California. In this role, you will learn to obtain your necessary securities industry licenses while building foundational skills in client relationship management. You will receive training and support to guide clients to achieve their financial goals. The position...
$28.85 - $33.65 per hour
...Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series... ...needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$20.44 - $37.17 per hour
...looking for an eager and friendly Retail Banker to work at our downtown San Rafael branch... ...Retail Banker is responsible for consistently selling Bank services and products, while also... ...on the job for our many non-profit clients. Professional Experience: A minimum of...Work experience placementBank staffLocal area$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- ...seeking passionate individuals for a role focused on enhancing clients’ financial well-being. The position emphasizes flexibility, allowing... .... Incentives include no cold calling and performance-based advancement, offering a conducive environment for growth. #J-18808-LjbffrRemote workFlexible hours
$25 - $40 per hour
...role involves establishing customer relationships and educating clients on suitable insurance options using a customer-focused approach... ...-solving attitude. The position offers flexible hours, solid growth potential, and a compensation range of $25.00 to $40.00 per hour...Hourly payFlexible hours$168k - $252k
...manage risk on the platform. You'll get to work with many internal, cross-functional teams to develop scalable end-to-end solutions, driving key performance metrics and milestones. The team is in hyper growth mode and is considered a top priority for all of Walmart, Inc....Full timeTemporary workPart time$70k - $80k
...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...Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$21 - $27 per hour
Mechanics Bank is looking for a full-time Universal Banker at our Albany Branch, focusing on providing excellent customer service and performing banking transactions. The ideal applicant will have a High School Degree (or GED), be detail-oriented, and possess a minimum...Hourly payFull time$21 - $27 per hour
...institution in El Cerrito is looking for a part-time Universal Banker to manage banking transactions and provide exceptional customer... ...processing deposits and withdrawals, opening accounts, and guiding clients on various banking services. Ideal candidates should have a...Hourly payPart time$21 - $27 per hour
...searching for a full time Universal Banker to join our team at our Albany... ...Works with leadership team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer... ...and services that best meets the client's needs. Processes new account...Hourly pay16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shift- ...An energy research firm is seeking an Analyst fluent in Japanese and English to enhance clients’ decision-making during the energy transition. The role is focused on developing rigorous quantitative analyses, engaging with clients, and contributing to product development...
$78.8k - $111.28k
...compensation on top of the base pay** The ideal candidate lives in the San Francisco Bay area and is excited to get out and meet with clients in person, as needed. The Wealth Advisor is an essential member of a dedicated client practice team servicing Empower Personal Strategy...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$104.8k - $148.08k
...on top of the base pay** The ideal candidate lives in Northern California and is willing and excited to get out and meet with clients in person, based on client needs. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours- ...through various methods. The Risk Manager will work closely with clients to help ensure timely implementation of risk management... ...quality of care in senior living environments while driving business growth through innovative risk management solutions. Key Responsibilities...Work at officeWork from homeHome office
- ...memorable experiences for our clients and employees, making them feel... .... As a Relationship Banker in a Chase Branch, you will represent... ...meet with them, both in person and over the phone, to build lasting... ...credit card sales and deposit growth and have the most-used digital...Immediate startAfternoon shift
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