Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker: Client Growth & Cross-Sell in South San Francisco, CA vacancy
  •  ...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

    Citi

    San Francisco, CA
    1 day ago
  • $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

    Citigroup Inc

    San Bruno, CA
    4 days ago
  • 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

    Tri Counties Bank

    South San Francisco, CA
    5 days ago
  • 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

    Citibank (Switzerland) AG

    South San Francisco, CA
    3 days ago
  • $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

    Citi

    San Bruno, CA
    2 days ago
  • $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 work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Daly City, CA
    4 days ago
  • $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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Burlingame, CA
    1 day ago
  • $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 work
    Work experience placement
    Work at office

    PNC Financial Services Group

    Burlingame, CA
    1 day ago
  • $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 time
    Work experience placement
    Flexible hours

    Cathay Bank

    Millbrae, CA
    3 days ago
  •  ...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

    Us Bank

    San Bruno, CA
    5 days ago
  • $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 time
    Monday to Friday

    Citigroup

    San Francisco, CA
    3 days ago
  • $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 work
    Part time
    Local area
    Shift work

    BMO Financial

    San Francisco, CA
    2 days ago
  • $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 pay
    Local area

    Tri Counties Bank

    South San Francisco, CA
    1 day ago
  •  ...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... 

    TradeJobsWorkforce

    San Francisco, CA
    22 hours ago
  • $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... 

    Citi

    San Bruno, CA
    5 days ago
  • 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 work
    Afternoon shift

    Fairygodboss

    Belmont, CA
    1 day ago
  •  ...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

    Jobtailor

    San Bruno, CA
    4 days ago
  •  ..., 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

    Hingham Institution for Savings

    San Francisco, CA
    2 days ago
  • $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 time
    Local area

    Tri Counties Bank

    South San Francisco, CA
    4 days ago
  • $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

    JobFormance

    San Francisco, CA
    4 days ago
  • $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
    Flexible hours

    Step Up Recruiting

    San Francisco, CA
    3 days ago
  • $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 pay
    Local area

    Tri Counties Bank

    South San Francisco, CA
    2 days ago
  • $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 time
    Temporary work

    AppleOne Employment Services

    San Mateo, CA
    1 day ago
  • $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... 

    Unavailable

    San Francisco, CA
    22 hours ago
  •  ...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... 
    Internship
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    4 days ago
  • $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

    City National Bank

    San Francisco, CA
    3 days ago
  • $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 time
    Work at office

    Insight Global

    San Francisco, CA
    3 days ago
  • $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

    True Path Financial

    Burlingame, CA
    25 days ago
  • $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

    East West Bank

    San Francisco, CA
    3 days ago
  • $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 pay
    Internship
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    2 days 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!