Entry-Level Personal Banker (SAFE Act) & Client Growth
Citigroup Inc.
Citigroup Inc. is seeking an entry level Personal Banker to support sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty and help increase sales to individual consumer clients. The position focuses on handling small business opportunities, cross-selling treasury and related products, delivering excellent client experiences and adhering to Citigroup policies and Safe Act compliance. #J-18808-Ljbffr Citigroup Inc.
- Citibank (Switzerland) AG is seeking a Personal Banker SAFE Act in our San Ramon, CA branch. This entry-level role supports sales, service, and customer relations, coordinating... ...and related small business products, and help clients navigate Smart Banking tools while adhering to...Entry level
- Citibank (Switzerland) AG in Danville, CA, is seeking an entry-level Personal Banker SAFE Act to support sales and service activities. The role focuses on building relationships with consumer clients and cross-selling treasury products, with Mandarin language preference...Entry level
$61.28k - $85.52k
Citigroup Inc. is seeking a Personal Banker in Orinda, California. This entry-level position involves assisting sales and service activities while fostering customer... ...of Smart Banking tools and compliance with the SAFE Act. The position offers a comprehensive benefits...Entry level- Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on client service and sales, helping to foster loyalty and grow consumer sales. Key responsibilities include building referral business opportunities, assisting...Entry level
- Citi is seeking an entry-level Personal Banker SAFE Act in Orinda, California. In this role, you will assist in executing sales and service activities... ...team to identify needs, provide solutions, and enhance client experiences. The ideal candidate will have 0-2 years of...Entry level
- Citi is hiring for an entry-level Personal Banker SAFE Act position in Hayward, California. This role focuses on building strong customer relationships... ..., providing coaching to branch staff, and conducting client outreach to deepen relationships. Ideal candidates will...Entry level
- Citi is seeking an entry-level Personal Banker SAFE Act in Dublin, California. This role involves assisting in sales and service activities, aiming to... ...credit requests, conduct outreach to acquire new clients, and coach branch staff on products. A Bachelor's degree...Entry level
$61.28k - $85.52k
...Citi in San Ramon, California is seeking an entry-level Personal Banker under the SAFE Act, responsible for assisting the customer service team in sales... ...role focuses on building relationships with consumer clients and increasing sales. The ideal candidate should have...Entry level- Citi in Danville, CA seeks an entry level Personal Banker SAFE Act to support sales and service activities, building customer loyalty and growing the book of business among individual consumer clients. You will collaborate with the customer service team, learn to refer...Entry level
- Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on assisting in sales and customer relations, designed... ...and increase sales among individual consumer clients. The role includes responsibilities like managing...Entry level
- Citigroup Inc. is looking for an entry-level Personal Banker for their Dublin, California location. The ideal candidate will assist in sales execution... ...build customer relations to increase sales to individual clients. This role involves working with credit requests,...Entry level
$61.28k - $85.52k
...Citi is seeking a Personal Banker SAFE Act in Dublin, California. This entry-level position focuses on assisting in sales and fostering customer loyalty. Responsibilities include working with business credit requests and building referral opportunities. Candidates should...Entry level- A leading financial institution is looking to hire a Personal Banker I in Danville, California. The role requires providing exceptional customer... ...competitive compensation and opportunities for professional growth within a collaborative environment. #J-18808-Ljbffr Fifth...
- ...Account Representative in Hayward, CA to support client success through strong communication and relationship management. This entry-level role offers hands-on experience in account... ...customer relations, with opportunities for growth within the team. #J-18808-Ljbffr Global...Entry level
- HighTower Advisors, LLC is seeking an Associate Wealth Advisor in San Ramon, CA, who excels in communication and is driven to support clients effectively. Your tasks will include onboarding new clients, preparing investment proposals, and aiding in advisory operations....
$43.68k - $69.9k
...Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional... ...Demonstrated ability to develop comfort level with both new household acquisitions... ...sound decisions. This position requires SAFE Act registration at the time of employment...Work at office- ...Client Relations Representative - Entry Level We're looking for motivated, personable, and career-driven individuals to join our team as an Entry-Level Client Relations Representative... ...If you're looking for a company that values growth, teamwork, and professional success, we'd...Entry level
- Koitecc Solutions is seeking an Associate Relationship Banker in Alamo, California. You'll be the face of our brand, delivering exceptional client service and creating memorable experiences. The ideal candidate has experience in retail banking and a strong ability to connect...
$45.9k - $75.9k
...This Retail Relationship Banker requisition supports... ...culture, and drive client growth from day one. We're looking... ...ensure accurate data entry and lending... ...credit recommendations for personal lending transactions,... ...policies and procedures. Acts as a key member of a collaborative...Local areaImmediate startDay shift$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... ...building, sound judgment, and the ability to balance service with growth. In this role you will: Build lasting customer...Work experience placementFlexible hours- Bank of America is seeking candidates for a position in Danville, California. This role involves engaging with clients in the financial center to assist with transactions and educate them on banking services. The successful candidate will have strong interpersonal skills...
$23.77 - $32.68 per hour
...Sr. Personal Banker (Part-Time - Sr. MRA) This is a part-time only opening... ...functions and transactions. Acts as a resource to train new... ...collaborate with people at all levels. Sound problem-solving and... ...daily projects and tasks: Growth Mindset - Diversity & Inclusion...Hourly payPart timeMonday to Friday$170k - $210k
...fiduciary legally bound to act in our clients’ best interests — always.*... ...of metrics - including size, growth, service quality, technology... ...responsible for delivering a boutique‑level and highly intimate... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS),...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...awareness campaigns for nationally recognized clients. Our innovative approach to face‑to‑face... ...individuals to join our team as Entry Level Marketing & Promotions Associates . If you... ...Support customer acquisition and client growth objectives Collaborate with team members...Entry levelFull time
- ...experiences for our clients and employees,... ...Associate Relationship Banker in a Chase Branch,... ...assigned clients, both in person and over the phone,... ...Deposit Insurance Act. As such, an... ...diversions or program entries. This position is... ...registration under the SAFE Act of 2008. As...Immediate startAfternoon shift
$95k - $129k
...and Caldwell is looking for a Client Services Manager to join the waste... ...time opportunity to work in a growth-oriented professional... ...Services Manager role represents the entry-level client leadership position at... ...Title VI of the Civil Rights Act. #J-18808-Ljbffr Brown and CaldwellEntry levelFull timeTemporary work- Charles Schwab Corporation is looking for an Associate Wealth Advisor to support Wealth Advisors and manage virtual client relationships. The ideal candidate will have strong skills in client service, proactive initiative, and adaptability in a dynamic environment. This...
- ...partner closely with Senior Advisors in delivering exceptional client experiences. This position involves detailed client service, financial planning execution, and skills development for long-term growth in wealth management. The ideal candidate should be motivated by...
- ...join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements include a four-year degree in finance or a related field, along with relevant...
- Focus Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. You will collaborate with Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers...Work at officeRemote work
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