• Personal Banker

    Umpqua Bank (Petaluma, CA)
    Personal Banker Retail Banking Group Petaluma, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Opens… more
    Umpqua Bank (07/25/25)
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  • Personal Banker (Floating)

    Sacramento Credit Union (Folsom, CA)
    …such as Word, Excel, MeridianLink, Loans PQ and others. + Demonstrated inter- personal communication and member contact skills. + Maintains good attendance ... TITLE: RETAIL SUPPORT SPECIALIST III (FLOATING BANKER ) STATUS: NON-EXEMPT DEPARTMENT: FOLSOM BRANCH REPORTS TO:...We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills and… more
    Sacramento Credit Union (07/26/25)
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  • Personal Banker SAFE Act - One…

    Citigroup (San Francisco, CA)
    The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring ... services. This role is responsible for the execution of sales and service activities in coordination with key internal partners. **Responsibilities:** Grow your… more
    Citigroup (07/08/25)
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  • Personal Banker SAFE Act - Burbank…

    Citigroup (Burbank, CA)
    The Personal Banker SAFE Act is an...the assistance in the execution of sales, products or service activities in coordination with the customer service ... business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist...Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools… more
    Citigroup (07/24/25)
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  • Retail Relationship Banker

    BMO Financial Group (El Cerrito, CA)
    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ... banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending solutions, home… more
    BMO Financial Group (07/30/25)
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  • Associate Banker

    BMO Financial Group (Mountain View, CA)
    Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding ... 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
    BMO Financial Group (07/30/25)
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  • Client Solutions Manager

    Umpqua Bank (Roseville, CA)
    …to manage customer relationships. + Ability to partner withteamand engage in client-facing service and sales activity. + Proficiency with personal computers and ... benefit the client, increase penetration-rates of products & services for the Bank . Leads (or co-leads) partner collaboration & coordination for holistic team… more
    Umpqua Bank (07/18/25)
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  • Assistant Branch Manager

    Umpqua Bank (San Jose, CA)
    …and consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Acts as back up to ... closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence...credit-related information. + Manage, lead, train, and coach client service specialists. May also oversee personal bankers… more
    Umpqua Bank (07/15/25)
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  • Treasury Management Sales Analyst

    Umpqua Bank (Sacramento, CA)
    …for follow up and resolution ofproblems;billing issues, assisting clients in navigating the bank by liaising with the Client Service , Account Analysis, and other ... site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team. more
    Umpqua Bank (07/01/25)
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  • Trust Advisor

    City National Bank (Irvine, CA)
    TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts,… more
    City National Bank (07/31/25)
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