- City National Bank (Whittier, CA)
- **RELATIONSHIP BANKER ** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Bank of America (Chino, CA)
- Senior Banker - Chino Valley Main Financial Center, Spanish Preferred Chino, California **Job Description:** At Bank of America, we are guided by a common ... 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
- Umpqua Bank (Irvine, CA)
- …skills. This includes offering sound financial advice, and often collaborating with internal Bank partners. Personal bankers are expected to be active in the ... Client Engagement Banker Retail Banking Group Irvine, California **Description** **About...Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- Wells Fargo (City Of Industry, CA)
- …career" in the US **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Citigroup (Downey, CA)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- JPMorgan Chase (Northridge, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- BMO Financial Group (Anaheim, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... 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… more
- JPMorgan Chase (Panorama City, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding… more
- BMO Financial Group (Northridge, CA)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- Enterprise Bank & Trust (Cerritos, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...and excellent problem solving skills. + Basic knowledge of personal computer hardware and software skills including MS Word… more
- EverBank (Irvine, CA)
- **Retail Bank Operations Manager** The Retail Bank ...to travel at least 50% of the time by personal , or leased vehicle and/or by airplane within the ... Banking, Small Business Banking, and Private/Wealth segments of the Retail Bank . This role demonstrates global perspective and identifies opportunities to improve… more
- BMO Financial Group (Huntington Beach, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- City National Bank (Anaheim, CA)
- …II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with ... the intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- City National Bank (Sherman Oaks, CA)
- …Risk Recommendation ("CRR") is submitted. We start with a basic premise: Business is personal . Since day one we've always gone further than the competition to help ... our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- City National Bank (Pasadena, CA)
- …active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB ... prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- City National Bank (City Of Industry, CA)
- …relationships with prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects consistent with the ... credit culture of the bank . Is pro-actively identifying and working with customers to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- City National Bank (Woodland Hills, CA)
- …exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to ... integrity of the branch as defined by management and bank policy. This colleague understands and is able to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (Woodland Hills, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- Bank of America (Irvine, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
- City National Bank (Irvine, CA)
- …order to assess loan quality, credit risk classification, collateral analysis, adherence to Bank policies and to ensure that the quality of the portfolios of ... lending units is consistent with the goals of the Bank . Responsible for maintaining and analyzing an inventory of...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more