- Citigroup (Pleasant Hill, CA)
- …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... The Universal Banker is responsible for providing exceptional service delivery...payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines… more
- JPMorgan Chase (San Francisco, CA)
- …career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in ... and investment goals. + Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts… more
- JPMorgan Chase (Long Beach, CA)
- …of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an ... work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts… more
- JPMorgan Chase (San Francisco, CA)
- …thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture ... devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required qualifications, capabilities, and skills** + 1+ year of… more
- PNC (Sunnyvale, CA)
- …and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in Sunnyvale, CA. **Spanish ... the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- PNC (Temecula, CA)
- …have an opportunity to contribute to the company's success. As a Regional Banker /Teller within PNC's retail organization, you will be based in Temecula, CA. ... wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with… more
- BMO Financial Group (Santa Clara, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- City National Bank (Los Angeles, CA)
- …Previous experience with reporting tools preferred * Previous experience with Mortgage , Consumer, or Commercial sales origination platforms/systems preferred ... help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs...continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified… more
- Umpqua Bank (Newport Beach, CA)
- …act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los...relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who… more
- Umpqua Bank (Benicia, CA)
- …act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage ... closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence...at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other team members… more