- Enterprise Bank & Trust (Anaheim, CA)
- …bank products to deepen the client relationship while providing superior client service .Support the Bank 's RM/BDOs in cross-selling deposit, treasury ... volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker ...retain client relationships.Proven ability to identify other client service needs including loans, deposits and… more
- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking Group...their financial goals. + Collaborate with partners across the Bank in various lines of business as ... Deliver exceptional experiences to build, expand, and retain long-term client relationships with individual and small business ...products and loans, as well as collaborating across the Bank to meet client needs. + Provide… more
- US Bank (Corona, CA)
- At US Bank , we're on a journey to do our...partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them… more
- City National Bank (Newport Beach, CA)
- … Bank personnel, corporate and bank clients demonstrating commitment to quality client service . + Represents the Bank by actively participating in ... of the branch. Provides expertise in all aspects of providing exemplary client service . Successfully completes Onboarding Workshops, and all relevant… more
- US Bank (Canoga Park, CA)
- At US Bank , we're on a journey to do our...partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them… more
- Bank of America (Orange, CA)
- Senior Banker Orange, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care.… more
- Bank of America (Lake Forest, CA)
- …business management, business administration or finance Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * ... Relationship Banker Laguna Niguel, California;Mission Viejo, California; Lake Forest,... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business… more
- Bank of America (Hacienda Heights, CA)
- …the client experience * Manages cash responsibilities Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem ... Relationship Banker - bilingual Mandarin required Hacienda Heights, California... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business… more
- Wells Fargo (Irvine, CA)
- …in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. ... credit and investment financial solutions and services + Identify client needs and goals for business , mortgage,...service digital banking options + Experience using strong business acumen to provide financial services consultation to small… more
- JPMorgan Chase (Los Alamitos, CA)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for ... best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect… more
- Wells Fargo (Chino Hills, CA)
- …credit products and services, based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent ... **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part...Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas… more
- Zions Bancorporation (Orange, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We ... looking for a Branch Relationship Banker (Personal Banker ) to provide top notch customer service ...or update accounts, originate and close consumer or small business loans. + Responsible to resolve customer service… more
- Anywhere Real Estate (Riverside, CA)
- **Summary:** As the **Senior Vice President (SVP) of Franchise Sales for Coldwell Banker Real Estate** you will develop, deliver and achieve the national brand ... accountabilities against the annual sales target for the Coldwell Banker National Franchise Sales Team. The position will report...for brand growth strategies. + Partner with the brand service team to understand the growth goals of existing… more
- Citigroup (North Hollywood, CA)
- …promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment with customers and transactions ... The Head Universal Banker is responsible for providing exceptional service... bank floor to proactively identify and address client sales and service needs; appropriately convert… more
- Citigroup (Santa Ana, CA)
- …promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment with customers and transactions ... The Universal Banker is responsible for providing exceptional service... bank floor to proactively identify and address client sales and service needs; appropriately convert… more
- Citigroup (Lake Forest, CA)
- …the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business ... The Personal Banker SAFE Act is an entry level position...the assistance in the execution of sales, products or service activities in coordination with the customer service… more
- City National Bank (San Diego County, CA)
- … provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, ... Safe Act. **What you will do** + Support Private Banker in all areas of new business ...seamless on-boarding process. + Manage relationships with the Private Banker and client team in planning, delivery… more
- Bank of America (Irvine, CA)
- …to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Enterprise Bank & Trust (Anaheim, CA)
- … bank products to deepen the client relationship while providing superior client service . + Support the Bank 's RM/BDOs in cross-selling deposit, ... volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker ...client relationships. + Proven ability to identify other client service needs including loans, deposits and… more
- City National Bank (Long Beach, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing… more
