- Citigroup (San Francisco, CA)
- …ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills , presenting products and services while proactively ... The Head Universal Banker is a leadership role responsible for providing...bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into… more
- Sacramento Credit Union (Sacramento, CA)
- …candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Service Specialist III ( Banker ) position at our ... TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER ) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO:...investment referrals). + *Opens Business Accounts. + *As a Mortgage Loan Originator, must register with NMLS Registry and… more
- Citigroup (San Francisco, CA)
- The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a ... phone, and video engagement to build client satisfaction and loyalty, increase sales , deepen relationships and drive increased engagement with Citi products and… more
- Citigroup (El Cajon, CA)
- …referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills , presenting products and services while ... The Head Universal Banker is responsible for providing exceptional service delivery...bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into… more
- Citigroup (Pleasant Hill, CA)
- …referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills , presenting products and services while ... The Universal Banker is responsible for providing exceptional service delivery...bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into… more
- JPMorgan Chase (San Francisco, CA)
- …to all bank policies and procedures. **Required qualifications, capabilities, and skills ** + 1+ year of experience in Retail banking sales , Financial ... 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… 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)
- …to all bank policies and procedures. **Required qualifications, capabilities, and skills ** + 1+ year of sales experience in Retail Banking, Financial ... and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our...clients - elevate the client experience. + Excellent communication skills , both in person and over the phone, 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
- 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 ... and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to… more