Personal Banker: Client Growth & Cross-Sell
Citigroup Inc
Citigroup Inc. in South San Francisco, CA is seeking an entry-level Personal Banker to assist in sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and grow sales to individual consumer clients. This position emphasizes handling small business referrals, leveraging Centers of Influence and the MGM Program, and delivering excellent client experiences while adhering to Citi policies and Safe Act #J-18808-Ljbffr
- ...The Personal Banker SAFE Act at Citi in San Francisco, CA is an entry level role supporting sales and service... ...in processing credit requests under $250K, cross-sell treasury and small business products, and provide client services via outbound/inbound calls while delivering...Suggested
$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker to work in San Bruno, California. This role is responsible for fostering relationships... ...with customers to enhance sales and deliver exceptional client services. Candidates should possess excellent communication skills...Suggested- Tri Counties Bank seeks Personal and Senior Bankers in California to provide confident customer service at the branch and expand client relationships. You will handle teller transactions, open new accounts, and promote services to meet customer needs. The role requires...Suggested
- The Personal Banker SAFE Act at Citibank in South San Francisco is an entry level role focused... ...increase sales to individual consumer clients. Responsibilities include handling... ..., coaching staff on product programs, cross-selling, and guiding clients to use digital banking...Suggested
$250k
Overview The Personal Banker SAFE Act is an entry level position responsible for assistance in... ...increase sales to individual consumer clients. Responsibilities Work with business credit... ...refer larger lending opportunities and cross sell treasury and related small business...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...Contract workPart timeLocal areaImmediate startDay shift$49.5k - $82.5k
...contribute to the company's success. As a Personal Banker within PNC's Retail organization, you... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work...Full timeTemporary workPart timeWork experience placementWork at office$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...Problem Solving Prospecting Retail Lending Selling Understanding Customer Needs Work Experience...Temporary workWork experience placementWork at office$19 - $23 per hour
...most valuable asset and we proudly foster growth and development empowering you to... ...transactions, providing operational support, cross-selling bank products/services, and resolving... ...goals are met. Provide quality personalized customer service, maintain frequent customer...Full timeWork experience placementFlexible hours- ...development to grow revenue and achieve targets. You will work from a U.S. Bank location five days a week and engage in both internal collaboration and external business development to expand client relationships and cross-sell banking products. #J-18808-Ljbffr Us Bank
$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible... ...increase sales to individual consumer clients. Responsibilities: Work with business... ...refer larger lending opportunities and cross sell treasury and related small business...Full timeMonday to Friday$120k - $250k
...relationships with high-net-worth clients and prospects. Assists in the... ...expert service and highly personalized interaction. Develops and... ...approach to develop and execute the growth and retention strategy the... ...team skills; with a focus on cross-group collaboration - In-...Contract workPart timeLocal areaShift work$22 - $31 per hour
...and experience. POSITION SUMMARY & MISSION As a Personal Banker you provide confidence-inspiring service to members of our community... ...interactions with customers you create and expand banker-client relationships based on purpose, value, and trust. You assist...Hourly payLocal area- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment... ...computer and issues customer receipts. Sells and prepares money orders, cashier's... ...Western Union wires and cash advances. Cross-sells bank services and products. Provides...
$61.28k - $85.52k
Citi is seeking a Personal Banker in San Bruno, California. This entry-level position focuses on building customer relationships and assisting with sales and product service activities to enhance client loyalty. The role involves working with business credit, managing...- JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver hospitality and expert financial guidance in a branch setting. You will acquire, manage, and retain client relationships, leveraging banking solutions and technology to meet financial...Weekend workAfternoon shift
- ...activities to grow revenue and achieve assigned financial targets and growth goals Open accounts and identify and open product solutions... ...Collaborate with branch partners, centers of influence, clients, and other business line partners Refer clients to Business Banking...Work experience placement
- ..., and an enduring culture of growth and success. We have a small,... ...institutional, government, and private client banking relationships. You... ...service requests and cross sell new products by partnering with... ...corporate structure and our bankers are entrusted with considerable...Remote work
$102.23k - $127.79k
...Position Summary Responsible for the growth and retention of assigned portfolio clients and collaborating with... ...portfolio relationships. Through the cross‑selling of the Bank’s products, services... ...prioritizes serving clients with local bankers and local decision‑making,...Full timeLocal area$260k - $390k
...BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking... ...to a wide range of complex domestic and cross-border financing transactions, working... ...financings, receivables financings, and growth capital transactions, representing both lenders...Work at office$260k - $390k
...BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking... ...to a wide range of complex domestic and cross-border financing transactions, working... ...financings, receivables financings, and growth capital transactions, representing both lenders...Work at officeFlexible hours$31 - $41 per hour
...Summary As a Senior Business Banker you exemplify our vision of a... ...discover their business and personal goals in order to individually... ...promotional sales campaigns, cross‑sell plans and tele‑consulting activities... ...Bank,” prioritizing serving clients with local bankers and local...Hourly payLocal area$31.9 per hour
Banker I, II & Senior San Mateo, CA | Full-Time | Up to $31.90/hr... ...Opportunity Competitive Pay Career Growth Opportunities Community-... ...business accounts Assist clients with checking, savings, CDs,... ...IRAs, Trust & Estate accounts Cross-sell banking products and services...Full timeTemporary work$24 - $25.5 per hour
...create new opportunities, and our sustained growth and expertise in industries like real... ...Being the next generation Relationship Banker at East West Bank means you are part of a... ...strong work ethic and focus on results with clients’ best interest in mind Applies strong...- ...Relationship Banker San Francisco, California To proceed with your application, you must be at least 18 years of... ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...InternshipWork at officeFlexible hoursShift workWeekend workDay shift
$122.54k - $208.72k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-... ...and is responsible for profitable growth of the portfolio. May serve as a... ...and Center of Influences, personal community involvement, and from...Remote work$300k - $350k
...- $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director... ...banking) Proven track record managing clients with $5M–$10M+ in assets Strong investment... ...who deepen relationships and drive asset growth. This is a long-term strategic...Full timeWork at office$50k - $150k
...retirement planning. Attend virtual and in-person training to enhance financial expertise.... ...communities we serve while helping our clients navigate life’s financial milestones.... ...support , mentorship , and professional growth opportunities , we’d love to connect...Flexible hours$26 - $29 per hour
East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...Hourly pay$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 payInternshipWork at officeFlexible hoursShift workWeekend workDay shift
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