- Umpqua Bank (Irvine, CA)
- Relationship Banker Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... especially exciting time to join our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based regional bank with… more
- US Bank (Lake Forest, CA)
- At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining… more
- Wells Fargo (Mission Viejo, CA)
- …your career" in the 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
- 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
- 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
- Wells Fargo (Irvine, CA)
- …serves clients through the following businesses: + Wells Fargo Private Bank serves high-net-worth individuals and families. Wells Fargo Advisors provides investment ... of institutions, financial advisors, and individuals worldwide. Through Wells Fargo Private Bank , WIM is also a leading provider of trust, investment, and fiduciary… 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 (Garden Grove, 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
- 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
- BMO Financial Group (Stanton, 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 (Irvine, CA)
- …and/or or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and appropriate ... Bank personnel regarding new/existing lending requirements and regulations. Act...industries, collateral issues and values, loan structuring and guarantor personal financial statements and tax returns. * Supervisory experience… more
- Bank of America (Newport 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 ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Bank of America (Newport Beach, CA)
- …while providing critical feedback to the product owners within the commerce organization. At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Newport 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 ... 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
- Bank of America (San Diego County, 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 (Newport 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 ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- EverBank (Irvine, CA)
- …in a robust training and onboarding program that includes exposure to Bank leadership, networking events with advisors and senior leaders, meaningful projects, and ... series, and social networking events that provide opportunities for career growth and personal development. + Shadows multiple roles and trains in a variety of… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Solicits, develops, and manages credit relations with new and current ... behaviors drive a positive customer experience. While operating within the Bank 's risk appetite, achieves results by consistently identifying, assessing, managing,… more
- Interstate Blood Bank (Orange County, CA)
- …plan and sales strategy by account and market that ensures attainment of personal and company revenue and profitability goals including a yearly projection for ... and product presentations. + Sets example for the business in areas of personal character, commitment, organizational and selling skills, and work habits. + Complies… more
- Financial Partners Credit Union (Irvine, CA)
- …team as a Personal Banking Officer at our Irvine Branch. As a Personal Banker , you will be assisting members with various loan options, explaining features ... **Position** : Personal Banking Officer **Requisition ID:** : 1585 Financial...the **_Best Credit Unions to Work For_** by American Banker , and **_Best Credit Unions in California_** by Forbes,… more