- Citigroup (Costa Mesa, CA)
- …performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies ... The Associate Banker SAFE Act is a strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- City National Bank (Santa Clarita, CA)
- …a timely and accurate manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank Operational and Credit ... *RELATIONSHIP BANKER * *Valencia Branch* WHAT IS THE OPPORTUNITY? Responsible...IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for… more
- City National Bank (Burlingame, CA)
- …a timely and accurate manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank Operational and Credit ... *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their… more
- PNC (Temecula, CA)
- …a defined sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify ... opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you...the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by… more
- Citigroup (Beverly Hills, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Citigroup (Los Angeles, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Bank of America (Venice, CA)
- Senior Banker - Venice Financial Center Venice, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Bank of America (Walnut, CA)
- Senior Banker - Central Heights, Bilingual Mandarin Required Hacienda Heights, California;Walnut, California **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Umpqua Bank (Los Angeles, CA)
- Retail Business Banker Retail Banking Group Los Angeles, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards + Initiates and develops new business… more
- Bank of America (Pleasanton, CA)
- Senior Banker San Ramon, California;Pleasanton, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more