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- 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
- ...to build relationships, acquire new assets, and grow AUM while promoting digital platforms. Responsibilities include consultative client engagement, collaboration with Financial Advisors, and executing sales plans to meet targets. #J-18808-Ljbffr Hispanic Alliance for...Suggested
$20 - $26 per hour
About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They... ...with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals....SuggestedImmediate start$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...Contract workPart timeLocal areaImmediate startDay shift$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- ...contribute to the company’s success. As a Personal Banker within PNC’s Retail Banking... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation... ...Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...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...
$61.28k - $85.52k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...increase sales to individual consumer clients. Responsibilities: Work with business... ...refer larger lending opportunities and cross sell treasury and related small business...Full time- 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....
$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$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 ...$33.06 - $40.4 per hour
...Job Title Client Relationship Consultant Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers... ...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you...Temporary workLocal area$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$25.19 - $28.96 per hour
...Personal Banker Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Supervises Others: No Location: Montclair... ...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- 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...
$88.8k - $165.6k
...in an assigned portfolio of clients. Makes credit decisions and recommendations... ...client relationships and growth opportunities within the... .... Identifies revenue and cross‑selling opportunities to enhance portfolio... ...customers count on us for personal and commercial banking,...Part timeWork experience placementWork at officeLocal area$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...Work experience placement$25 - $26.77 per hour
Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self... ...can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr...Hourly payShift workWeekend workDay shift- ...appointments, and build relationships across channels while ensuring compliance and risk controls. The role emphasizes consultative sales, knowledge of personal banking products, and the use of digital tools to simplify banking for customers in a #J-18808-Ljbffr Bank of Montreal
$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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$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$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... ...Identifies prospective customers and cross-sells additional products and services to meet...Part timeLocal area- ...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...
$148k - $185k
...This role will also need to work cross-functionally across Marqeta to... ...First, this role requires in-person presence at our Oakland office... ...relevant resourcesAnalyze sell-side analyst notes and identify... ...dollars” to support our people growth and developmentThrough Flex First...Work at officeRemote workFlexible hours1 day per week$256.2k - $320.2k
...program during a pivotal period of growth and strategic transformation.... ...First, this role requires in-person presence at our Oakland office... ...institutional investors and sell-side analysts. Own the... ...intelligence for senior leadership.Cross-Functional Partnership: Partner...Work at officeRemote workRelocationFlexible hours1 day per week
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