- City National Bank (Solana Beach, CA)
- *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Wells Fargo (San Francisco, CA)
- …in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...CA 94104 460 Sutter St., San Francisco, CA 94108 2 Grant Ave., San Francisco, CA 94108 1560 Van… more
- BMO Financial Group (Woodland, 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 (Fresno, 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
- Truist (San Francisco, CA)
- …client experience in all client, prospect and center of influence (COI) interactions. 2 . Develop and execute a marketing plan focused on winning new client ... (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners...1. Bachelor's degree or equivalent education and related training 2 . Ten (10) or more years of experience in… more
- Columbia Bank (Benicia, CA)
- …Role:** This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Atascadero, CA)
- …the Assistant Manager and/or Branch Manager to attain branch and Bank goals. The Branch Supervisor consistently demonstrates Breakthrough Client Service Standards, ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...improve operational quality. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Irvine, CA)
- …**About You:** + HS Diploma/GED. Required + Bachelor's Degree. Preferred + Less than 2 yearsof bank customer service experience, good knowledge of bank 's ... the Role:** Provides outstanding customer service to individuals contacting the Bank , by phone,chator online, by resolving issues, providing information, and looking… more
- Columbia Bank (San Luis Obispo, CA)
- …(1) quantitative components within the underwriting narrative documenting the credit analysis; ( 2 ) accurate use of risk rating scoring models (aka Dual Risk Rating), ... risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures… more
- Columbia Bank (Pasadena, CA)
- …individual production goals for loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to ... business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt....corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
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