- City National Bank (Newport Beach, 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 (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 ... 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
- Bank of America (Westminster, CA)
- Senior Banker Westminster, California **Job Description:** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified ... for the position: FDIC; Safe Act; Loan Originators. At Bank of America, we are guided by a common...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 (Corona, 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
- Wells Fargo (Huntington Beach, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the ... 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
- PNC (Corona, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch , you will strengthen customer relationships ... sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial… more
- Zions Bancorporation (Orange, CA)
- …Small 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 (Lake Forest, 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 (Irvine, 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
- Banc of California (Newport Beach, CA)
- **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of ... California (the " bank "). Banc of California is one of the nation's...Notary. + Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open… more
- BMO Financial Group (Santa Ana, 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 (Santa Ana, 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 (Garden Grove, 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
- US Bank (Riverside, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and… 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
- 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
- City National Bank (Riverside, 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 (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