- Citigroup (Fremont, CA)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- PNC (Ontario, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker Bilingual in Spanish within PNC's Retail organization, you ... will be based in Ontario, CA. Bilingual Spanish required. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job… more
- Citigroup (San Francisco, 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
- BMO Financial Group (Long Beach, CA)
- Long Beach City Place branch ** Bilingual /Spanish preferred ** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides ... customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales… more
- BMO Financial Group (Turlock, CA)
- **This is a part-time 30 hours a week position.** ** Bilingual in Spanish and English or Punjabi and English is preferred .** Delivers exceptional service to BMO ... that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they...goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists… more
- Citigroup (San Jose, CA)
- …clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and ... security of client and bank assets + Ensure all client needs are met...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- BMO Financial Group (South Pasadena, CA)
- ** Bilingual in Chinese and English is preferred .** Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. ... and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator… more
- JPMorgan Chase (Long Beach, CA)
- …FINRA, MSRB, and SEC rules and regulations. + Experience working alongside Advisors preferred . + Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position ... resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to… more
- Zions Bancorporation (San Francisco, CA)
- …to cross-sell bank products based on clients' needs. + Bilingual English/Spanish Preferred **Schedule: Monday-Thursday, 11:00am - 5:00pm, Friday 10:30am ... through direct personal action or referral to alternative branch or bank resources. + Identifies and maximizes cross-sell bank opportunities through… more
- BMO Financial Group (Hughson, CA)
- ** Bilingual Spanish and English is preferred .** Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands ... in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned...and manages poor performance. + Probes to understand customer personal banking and credit card needs and integrates marketing… more
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