Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 5 days 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

    Citigroup Inc.

    San Pablo, CA
    4 days ago
  • $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

    Citibank (Switzerland) AG

    San Pablo, CA
    2 days ago
  • 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

    San Pablo, CA
    4 days ago
  • 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

    Citi

    San Rafael, CA
    4 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... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Berkeley, CA
    4 days ago
  •  ...finance advisory services to high growth companies across North America....  ...to work directly with clients, investors, acquirers, and senior-level bankers. We look for candidates who are...  ...retention, revenue bridge, ARPA growth, cross-sell and upsell analyses, etc.) Marketing... 
    Work experience placement
    Live in
    Work at office
    Relocation

    Presidio Technology Partners

    Larkspur, CA
    13 hours ago
  • U.S. Bank is seeking a Relationship Banker to serve customers across in-person, appointment, and virtual channels, offering deposit and loan solutions with a digital-first mindset. You will build trusted client relationships, open accounts, process transactions, and educate... 

    US Bank

    Berkeley, CA
    2 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

    Jeffmarksinsurance

    Pinole, CA
    5 days ago
  •  ...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

    Bank of America

    Berkeley, CA
    4 days ago
  • 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.... 

    Bank of America

    El Cerrito, CA
    4 days ago
  • $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 pay
    Internship
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Albany, CA
    3 days ago
  • $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... 
    Weekend work

    East West Bank

    Oakland, CA
    2 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... 

    Citigroup Inc.

    San Rafael, CA
    5 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 America
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    El Cerrito, CA
    4 days ago
  • Provide personalized banking support across multiple branch locations within an assigned geographic area Cover banker and teller absences and temporarily fill open positions as needed Adapt to new branch environments, teams, and customer needs while maintaining service... 
    Work experience placement
    Flexible hours

    Jobtailor

    El Cerrito, CA
    2 days ago
  • $41.5k - $60.5k

     ...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 work
    Part time
    Local area
    Day shift

    Bank of Montreal

    Larkspur, CA
    1 day ago
  • $41.6k - $66.35k

     ...Depending on experience, you could be the next Client Service Representative II, III, or...  ...and financial services; actively cross selling the Bank's products and services; maintaining...  ...courteous service to all clients both in person and on the phone Consistently models... 
    Full time
    Work at office
    Local area

    Poppy Bank

    San Rafael, CA
    3 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 time
    Contract work

    Personal Protective Services

    Oakland, CA
    a month ago
  • $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 pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Berkeley, CA
    2 days ago
  • $100k

     ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team...  ...build upon your experience to promote portfolio growth. The Merrill Advisor Development Program-... 
    Hourly pay
    Full time
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America

    Oakland, CA
    13 hours ago
  • 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... 

    JPMorgan Chase & Co.

    Corte Madera, CA
    2 days ago
  • $65k - $140k

     ...best interest of the customer. Determines client needs and provides solutions though the...  ...conversations to generate referrals for personal and commercial banking products (e.g. personal...  ...lives and businesses, and power economic growth around the world. As a member of the... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    Oakland, CA
    5 days 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 pay
    Full time
    For contractors

    Coldwell Banker

    El Sobrante, CA
    1 day ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Oakland, CA
    3 days ago
  •  ...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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    San Rafael, CA
    15 days ago
  • $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... 

    Atomic Machines

    Emeryville, CA
    1 day ago
  •  ...to a Financial Advisor role. You will work with high-net-worth clients to assess needs, develop relationships, and deliver comprehensive...  ...Advisor Teams to build experience and promote portfolio growth while balancing growth, referrals, and ongoing professional development... 

    Bank of America

    Oakland, CA
    5 days ago
  • $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... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Berkeley, CA
    2 days ago
  • 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...

    Atomic-Machines

    Emeryville, CA
    4 days ago
  •  ...memorable experiences for our clients and employees, making them...  ...inclusion. As an Associate Banker within Chase, you will represent...  ...services, including personal banking, credit cards, mortgages...  ...credit card sales and deposit growth and have the most-used digital... 
    Part time

    JPMorgan Chase & Co.

    San Rafael, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker - Client Growth & Cross-Sell. Be the first to apply!