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 some...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
$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 shift- ...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 placementLive inWork at officeRelocation
- 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...
- ...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
- ...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 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....
$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 payInternshipWork at officeFlexible hoursShift workWeekend workDay shift$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- 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...
$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- 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 placementFlexible hours
$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 workPart timeLocal areaDay shift$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 timeWork at officeLocal area- ...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$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 payFull timeWork at officeLocal areaShift workDay shift- 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...
$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 workPart timeLocal 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$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- ...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 officeFlexible hoursShift workWeekend workDay shift
$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...- ...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...
$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 workWork at officeMonday to FridayFlexible hoursShift workDay shift- 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...
- ...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
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