- Citigroup (Mill Valley, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- BMO Financial Group (CA)
- …and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Maintains detailed knowledge and understanding of the integrated ... variety of credit, non-credit, and related activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk management issues +… more
- Citigroup (Norco, CA)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more
- JPMorgan Chase (San Francisco, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in a JP Morgan Branch, you will contribute significantly to the success ... devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures + Builds relationships with clients by sharing product knowledge… more
- BMO Financial Group (Fresno, CA)
- …processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- BMO Financial Group (Los Angeles, CA)
- …in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in corporate risk policy and supporting ... of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. + Protects the Bank 's assets by adhering to all banking,… more
- BMO Financial Group (Orinda, CA)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...team member to accomplish company objectives and lobby and personal goals. As the experienced banker , this… more
- Enterprise Bank & Trust (San Jose, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...communication skills. + Excellent organizational skills. + Proficiency with personal computers and related software. + Work involves sitting,… more
- Enterprise Bank & Trust (San Diego, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... safely and report potentially unsafe conditions. + Make a personal contribution to the Bank 's Cyber Security efforts through your own observation, suspicion and… more