- Citigroup (Costa Mesa, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Wells Fargo (Lake Elsinore, CA)
- …the US Join 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 (Mission Viejo, 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
- PNC (Corona, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in Corona, ... Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring… more
- Citigroup (San Diego County, 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 (Laguna Hills, 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 (San Clemente, 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
- Columbia Bank (Irvine, CA)
- …Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full ... spectrum of needs of Private Bank target clients and provide tailored advice in collaboration...regular review with clients. Deliver a high degree of personal contact and open communication with clients and internal… more
- Enterprise Bank & Trust (Anaheim, 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...team member to accomplish company objectives and lobby and personal goals. As the experienced banker , this… more
- City National Bank (Newport Beach, 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
- BMO Financial Group (San Diego County, 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
- Columbia Bank (Irvine, CA)
- **About the Role:** The Relationship Development Manager supports the Bank 's goal of becoming a high-performing bank , recognized as The Business Bank of ... to expand and deepen client relationships holistically addressing both business and personal objectives. + Engage our partners in the development of customized… more
- Columbia Bank (Irvine, CA)
- …Group (TAG) through which requirements flow. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Irvine, CA)
- **About the Role:** The HR Leave of Absence Administrator oversees the bank 's leave of absence program and associated benefits. This individual contributor role acts ... as the technical expert for the bank 's leave programs, supporting their day-to-day operations. The administrator...Manage and coordinate all leave programs such as FMLA, personal leave, military leave, jury duty, bereavement leave, and… more
- Columbia Bank (Irvine, CA)
- …in close partnership with the business unit and other departments throughout the bank . Is relied upon by the business unit for knowledge of required processes ... Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Irvine, CA)
- …in close partnership with the business unit and other departments throughout the bank . Is considered a subject matter expert related to required processes and ... Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Irvine, 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 (Irvine, CA)
- …with management across departments in the development and implementation of Bank -wide operating procedures, practices and controls to ensure compliance with ... bank policies/regulations. + Manages a team of Commercial Relationship...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Irvine, CA)
- …which answers can be readily obtained + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Riverside, 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