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
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$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 and...Suggested
- Citigroup Inc. is seeking a motivated individual for the Personal Banker SAFE Act position in Albany, California. This entry-level role focuses on assisting clients, fostering loyalty, and driving sales growth through effective relationship management. Applicants should...Suggested
- 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
Overview The Personal Banker SAFE Act is an entry level position responsible for the assistance... ...increase sales to individual consumer clients. Responsibilities Work with business credit... ...refer larger lending opportunities and cross sell treasury and related small business...$45.9k - $75.9k
...new. This Retail Relationship Banker requisition supports our... ...shape team culture, and drive client growth from day one. We’re looking for... ...Makes credit recommendations for personal lending transactions,... ...Canada only: Registration to sell investment products completed...Contract workPart timeLocal areaImmediate startDay shift$64.17k - $102.81k
...partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Senior Personal Banker Delivers an exceptional client service... ...Shares deposit-area expertise and supports cross-training as designated by the Team Leader/...Work experience placementWork at officeFlexible hours$45.9k - $75.9k
...Retail Relationship Banker Join us in building something new.... ...shape team culture, and drive client growth from day one. We're looking for... ...credit recommendations for personal lending transactions, including... ...Canada only: Registration to sell investment products completed...Part timeLocal areaImmediate startDay shift$26 - $29 per hour
...opportunities, and our sustained growth and expertise in industries like... ...generation Senior Relationship Banker at East West Bank means you are... ...customers actively assessing clients' financial information to recommend, present, and sell additional products and services...$66.56k - $80k
...a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you... ...complete understanding of the core institution products to support cross-selling opportunities and to generate referrals back to the...Work at officeLocal area$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act for its Berkeley branch. This entry-level position involves assisting in sales and service execution while fostering customer relationships. Ideal candidates have excellent communication skills, a degree, and prefer experience...$60k - $120k
...is hiring a Wealth Advisor to provide comprehensive services to clients and assist in business development. Candidates should possess... ...PTO and health benefits. Join a dynamic team committed to professional growth and client success. #J-18808-Ljbffr EP Wealth AdvisorsFlexible hours- Bank of America in El Cerrito, California is seeking a Financial Solutions Advisor Stage I (FSA I) to build and manage client relationships while guiding clients through comprehensive financial planning. The role involves obtaining necessary industry licenses and advising...Hourly pay
$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...- Citi is seeking a Personal Banker SAFE Act in Albany, California. This entry-level position focuses on assisting sales and services and fostering customer loyalty. Key responsibilities include managing small business credit requests, building referral opportunities and...
$29.08 - $35.54 per hour
## Client Relationship Consultant 3 (Banker) - San Rafael, CAApplylocations: San Rafael, CAtime type: Full timeposted on: Posted Todaytime left to apply... ...of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives...Temporary workLocal area$43.1k - $58.3k
BMO U.S. is seeking a customer-focused individual to join their team in Larkspur, California. In this role, you will deliver exceptional service, identify customer needs, and guide them through banking solutions. Experience in consultative sales or customer service and ...$61.28k - $85.52k
...A major global financial institution is seeking a Personal Banker in Oakland, California. The role involves assisting with sales and customer service tasks while fostering relationships with clients to enhance loyalty and increase sales. Ideal candidates will have a bachelor...$25.19 - $28.96 per hour
...Personal Banker Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Location: Montclair - Oakland Salary: $2... ...consumer loan applications, Personal Bankers are key in the growth and acquisition of new business and growing profitable customer...Hourly payFull timeWork experience placementLocal area$28.56 - $37.36 per hour
...community service, and strong client relationships. If you're energized... ...The Senior Relationship Banker delivers world-class service... ...collaborative in-person business cold calling, as well... ...anopportunity to share in the growth and prosperity of Fremont Bank...Hourly payWork at officeLocal areaFlexible hoursNight shift$60k - $75k
...want to spend your time on sourcing new clients and would rather have the time to deepen... ...industry. At Fidelity, we empower professional growth, flexibility and support thus enabling... ...your customers, offering guidance and personalized planning, while helping extend the reach...Work at officeWork from home- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Pinole, California. This role is integral... ...through tailored financial solutions and assisting clients with account management. The successful candidate will enjoy a...
- ...of America in El Cerrito, California, is seeking a financial advisor to provide comprehensive advice and customized solutions for clients. Responsibilities include triaging client leads, conducting client reviews, and recommending investment products. The ideal candidate...Full time
$60k - $120k
EP Wealth Advisors, Inc in Berkeley, CA is looking for a Wealth Advisor to provide comprehensive service to existing clients and assist in developing new business. This role involves working with a dynamic team and requires excellent relationship management skills. The...Flexible hours$37 - $65.5 per hour
...seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role... .... This role is designed for growth oriented professionals who lead... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk...Temporary workWork experience placementImmediate start$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- • Provide exceptional customer service to all Member-clients. • Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU partners to set an appointment for a meeting. • Make and receive calls from clients assisting with...Work at office
- 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
- ...Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role,... ...building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role...Full timeWork experience placementFlexible hours
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