- BMO Financial Group (Woodland, CA)
- …and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively ... to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and… more
- Wells Fargo (Los Angeles, CA)
- …in the job expectations below **Required Qualifications:** + 4+ years of banking , financial services, or Branch Network experience , or equivalent demonstrated ... Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until...to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also… more
- Citigroup (Los Angeles, CA)
- …in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series ... line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience...years of experience + Extensive and proven experience in Private Banking having covered the… more
- Citigroup (Palo Alto, CA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....control issues with transparency. **Qualifications:** + 5-8 years of experience + Knowledge of investments is required; banking… more
- Comerica (San Mateo, CA)
- …in the assigned portfolio. Resolve complex customer complaints. Partner with defined Banking Centers to grow revenue and customer experience . Proactively ... Job Description Small Business Banker The Small Business Banker is...of small business relationships. This role will support multiple banking centers in a defined geographic territory by focusing… more
- City National Bank (Westlake Village, CA)
- …Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may ... * RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard...operational risk factors. *Must-Have** * Minimum 7 years of banking experience required. * Minimum 5 years… more
- Citigroup (Los Angeles, CA)
- …relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... & planning services and access to a dedicated Private Banker . We also support firms, and we offer a...years of experience + Extensive and proven experience in Private Banking having covered the… more
- City National Bank (Santa Monica, CA)
- …Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may ... * RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT...TO SUCCEED? *Required Qualifications** * Minimum 10 years of banking experience required. * Minimum 8 years… more
- Wells Fargo (San Clemente, CA)
- …job expectations below. **Required Qualifications:** 2+ years of branch small business banking experience , or equivalent demonstrated through one or a ... role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking...and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers… more
- JPMorgan Chase (Huntington Beach, CA)
- …-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with ... to suit their financial needs. As a Private Client Banker in Branch Banking , you are the...customers in the Branch. You will manage their complete banking relationship across the company, utilizing a… more