- City National Bank (Los Angeles, CA)
- *RELATIONSHIP BANKER SENIOR PREFERRED BANKING* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining best in ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Bank of America (Tarzana, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chatsworth/Senior- Banker San-Fernando-Valley-West-area\_25048760) **Job Description:** ... Senior Banker - San Fernando Valley West area Chatsworth,...our teammates and businesses based on role-specific considerations._ _At Bank of America, you can build a successful career… more
- Wells Fargo (Placentia, CA)
- …in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- Citigroup (Beverly Hills, CA)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… 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 ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… 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
- Zions Bancorporation (Orange, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Branch Relationship Banker ( Personal Banker )** to provide top notch customer service to ... Associates at California Bank & Trust work in a relationship-centered culture...client services issues. + Resolve client concerns through direct personal action or by referring clients to an alternative… more
- Citigroup (Los Angeles, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- Citigroup (Cerritos, CA)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more
- BMO Financial Group (Pico Rivera, CA)
- …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 ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- BMO Financial Group (Lakewood, 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
- BMO Financial Group (Los Angeles, CA)
- …in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in corporate risk policy and supporting ... of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. + Protects the Bank 's assets by adhering to all banking,… more
- City National Bank (Los Angeles, CA)
- …good standing under the Safe Act. WHAT WILL YOU DO? * Support Preferred Banker in all areas of new business development by coordinating colleagues and resources, ... * Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings. * Assume primary...the 360 reviews. * Deliver a high degree of personal contact and open communication among clients and internal… more
- Columbia Bank (El Segundo, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Enterprise Bank & Trust (Alhambra, 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 Software Skills:** + Skilled in operation of a personal computer, including Microsoft Word and Excel. + Google… more
- City National Bank (Commerce, CA)
- …I* 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
- BMO Financial Group (South Pasadena, 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
- Bank of America (Seal Beach, 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 ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Columbia Bank (Los Angeles, CA)
- …existing Commercial Deposit Relationshipsresulting inprofitable deposit growth for the Bank . + Manage customer relationships and proactively study industrial, ... partners to execute on providing a comprehensive suite of bank deposit solutions to our Commercial clients. + Manage...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Los Angeles, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending ... product the company offers through other areas of the bank . + Completes annual training requirements including all BVS...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more