- PNC (San Diego, CA)
- …and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. ... grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail...management and acquire a deep knowledge of PNC's Retail Bank . You will gain on-the-job experience by having the… more
- Banc of California (Los Angeles, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...as assigned. **WHAT YOU'LL BRING** + Knowledgeable in all branch functions associated with origination, processing and closing. +… more
- Banc of California (Los Angeles, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...+ LaserPro experience is required. + Knowledgeable in all branch functions associated with origination, processing and closing. +… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …as strong teleconsulting skills. A proven record and experience as a successful personal banker , including experience in sales, is required. Strong PC skills ... loan products by phone and through e-mail. * Responds to members in the branch as required. * Processes and funds consumer loan requests. * Partners and collaborates… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...and regulatory requirements. + First point of contact for branch escalation, research, and account opening questions. Client services… more
- Citigroup (San Francisco, CA)
- …bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more
- Citigroup (Downey, CA)
- …bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more
- Atria Wealth Solutions (Dublin, CA)
- …and quality service. They will assist, coach and mentor the team to develop personal plans and hold them accountable to execute and measure the plans following the ... Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our...of general economic principles relating to all aspects of personal finance. + Demonstrate professionalism at all times with… more
- Citigroup (Canyon Country, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more
- BMO Financial Group (Santa Monica, CA)
- …business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to ... generate referrals for personal and commercial banking products (eg personal ...business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Communicates effectively with sales management… more