- City National Bank (Solana Beach, CA)
- …Licensing System and Registry"; or must be able to be registered under the Safe Act. * Working knowledge of Bank operations, policies and procedures, and ... *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing...and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the … more
- Wells Fargo (San Francisco, CA)
- …career" 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 ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...to other bankers and partners as needed + This SAFE position has customer contact and job duties which… 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
- 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 (Irvine, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and origination of ... and various financial products the company offers through other areas of the bank . + Complete annual training requirements including all BVS courses before due dates… 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
- Comerica (Scotts Valley, CA)
- …overall success of a Retail Banking Center(s) by committing to banker -readiness, processing all transactions accurately and efficiently, contributing to the ... service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete… more
- PNC (San Francisco, CA)
- …Development Program is designed to teach you the skills necessary to be a successful banker at PNC. You will be exposed to businesses ranging from $5mm to $1+ ... giving you an immediate peer network dispersed throughout the bank and will spend the first few months in...Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Minimum GPA 3. 2 . + Roles at this level are filled by… more
- Citigroup (Chula Vista, CA)
- …**Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them ... Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income,… more
- PNC (Los Angeles, CA)
- …Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and corporate clients ... to thrive in a lively environment. + **PNC Private Bank ** : PNC Private Bank offers a...Psychology, Logistics, Engineering, Actuarial Sciences), junior status, Minimum GPA 3. 2 PNC provides equal opportunity to qualified persons regardless… more