• Financial Sales Consultant

    PNC (Pittsburgh, PA)
    …Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management **Competencies** Addressing Customer Needs, Branch ... banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant, you will work in...wallet through a differentiated customer experience. + Sells the bank 's products and services to existing and prospective clients… more
    PNC (07/19/25)
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  • Financial Advisor - PNC Investments

    PNC (Princeton, NJ)
    …our Nassau branch in Princeton, NJ . Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage ... table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a… more
    PNC (07/19/25)
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  • Sr Deposit Ops Specialist

    Banc of California (Santa Ana, CA)
    …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
    Banc of California (07/31/25)
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  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our...and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco… more
    Atria Wealth Solutions (05/15/25)
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  • Financial Wellness Consultant

    PNC (East Brunswick, NJ)
    …Wellness Consultant, you will work within the PNC Retail Out of Branch network, a collaborative business segment that delivers comprehensive financial wellness ... You will employ a consultative sales process. **Job Description** + Handles relationship management activities with new and/or existing clients in a book of… more
    PNC (07/29/25)
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  • VP, Asset Manager - C13 (Hybrid)

    Citigroup (San Francisco, CA)
    …Together with the Asset Management team they're responsible for managing the relationship with, and overall delivery to, the US Personal Banking (USPB) leadership. ... USPB objectives. The Northern California territory consists of 100+ retail bank branches. **Responsibilities:** Ownership and Value Add: Portfolio Management (75%) +… more
    Citigroup (07/11/25)
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