- 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
- 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
- Bank of America (Hollywood, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Senior- Banker --Hollywood-area\_25045159-2) **Job Description:** At ... Senior Banker -Hollywood area Los Angeles, California;Los Angeles, California;...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of… more
- Bank of America (Irvine, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irvine/Senior- Banker Alton-Parkway-Financial-Center\_25044366) **Job Description:** At ... Senior Banker - Alton Parkway Financial Center Irvine, California...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Wells Fargo (Irvine, 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 (San Juan Capistrano, 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
- 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 (South Gate, 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 (Costa Mesa, 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 (Anaheim, 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 (Santa Ana, 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 (Newport Beach, 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
- 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 (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 (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 (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
- 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)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… 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