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 1 day 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
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
$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...SuggestedWork at officeLocal areaLPL Financial
El Cerrito, CA4 days ago$45.9k - $75.9k
...This Retail Relationship Banker requisition supports our DeNovo... ...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...SuggestedPart timeLocal areaImmediate startDay shift$20.67 - $31.25 per hour
KeyBank is looking for a Personal Banker in Albany, New York to become a trusted advisor for clients, providing guidance on financial wellness. The role requires developing strong client relationships and achieving sales targets. A High School Diploma is required, while...SuggestedHourly pay- 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....
- ...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
$148.83k - $183k
...be responsible for leading the banks in‑person client‑facing branch sales and service teams across... ..., deepen relationships, and drive growth and retention for both preferred and small... ...within regulatory guidelines. Build strong cross‑line‑of‑business partnerships to expand...- ...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... ...credit card sales and deposit growth and have the most-used digital...Full timeImmediate startAfternoon 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... ...customer relationships Cross sell and refer bank products such... ...and technologies to optimize clients’ digital banking experience...Weekend workUnavailable
Oakland, CA2 days ago$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 ...$43.1k - $58.3k
BMO in Larkspur is seeking a customer service representative with a passion for helping customers. The role involves delivering exceptional banking service, engaging customers on various available banking options, and building relationships. The ideal candidate must have...$29.08 - $35.54 per hour
...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... ...and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging...Temporary work- ...Quality Talent Group is looking for bankers to join their Consumer, Small, and Business Banking division. This role offers a chance to... ...position provides a comprehensive benefits package and career growth opportunities. Strong customer service skills are required, and...
Quality Talent Group
Pinole, CA1 day ago $23 - $31 per hour
...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving... ..., sound judgment, and the ability to balance service with growth. In this role you will: Build lasting customer...Work experience placementFlexible hours$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both...Hourly payWork experience placementDay shift$25 - $27.88 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. EEO Statement The...Hourly payWork at officeShift workWeekend workDay shift$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$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$26 - $29 per hour
...Senior Relationship Banker Being the next generation Senior Relationship Banker at East West Bank means... ...relationships with our customers actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their...$70k - $80k
...Safe Act; Loan Originators; FINRA. Responsibilities Work with clients to plan short and long-term financial goals by building a... ...leading benefits, paid time off, and supporting resources to contribute to sustainable growth. #J-18808-Ljbffr Dormont Manufacturing CoTemporary workMonday to Friday$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$28.85 - $33.65 per hour
...obtaining essential securities licenses and developing skills to manage client relationships while providing comprehensive financial solutions.... ...from $28.85 to $33.65 hourly, emphasizing opportunities for growth within the company. #J-18808-Ljbffr Dormont Manufacturing CoHourly pay- ...Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial... ...talent development, they are now hiring bankers to join their Consumer, Small, and Business... ...inclusive culture focused on your professional growth Requirements 6+ months of customer...Full timePart timeImmediate startShift workDay shift
Quality Talent Group
Pinole, CA18 hours ago $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- ...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
- ...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
$43.1k - $58.3k
...Associate Banker Join us in building something new. This Associate... ...team culture, and drive client growth from day one. We're looking for... ...relationship with BMO beyond personal banking. Welcomes and... ...Canada only: Registration to sell investment products completed...Contract workPart timeLocal areaDay shiftBmo
Crockett, CA5 days ago- ...customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as... ...As a lobby leader, assists in conducting client conversations about banking services to recommend... ...experience. Canada only: Registration to sell investment products completed or in...Day shift
Hanzilla
Richmond, CA4 days ago - ...City National Bank is seeking a Private Banker in Montecito, California, to develop client relationships with wealthy individuals... ...involves managing their portfolios, offering personalized financial advice, and ensuring positive growth. The ideal candidate has a bachelor's...
City National Bank
San Rafael, CA1 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!
