- City National Bank (Beverly Hills, CA)
- *RELATIONSHIP BANKER * *Beverly Hills Main Branch* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (Los Angeles, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
- Wells Fargo (Rolling Hills Estates, 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
- Wells Fargo (North Hollywood, 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
- Wells Fargo (Huntington Beach, 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
- Citigroup (Reseda, 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 (Rolling Hills Estates, 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
- JPMorgan Chase (Torrance, 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 (Huntington Beach, 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 (Woodland Hills, 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 ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Enterprise Bank & Trust (Los Angeles, 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 (Los Angeles, CA)
- …estate tax purposes. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Trust Administration as well as external clients (Beneficiaries, CPAs, Attorneys, Banker , Financial Advisor, Portfolio Manager, etc.) to ensure all closing… more
- City National Bank (Woodland Hills, CA)
- …Branch* 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 (Los Angeles, CA)
- …of compliance and regulatory issues. Communicate effectively with clients and Bank colleagues in a variety of settings. Achieve and maintain significant ... other performance goals, including prospecting for new clientele, cross-selling bank product, and effectively partnering with bank ...you will do * Deliver a high degree of personal contact that creates a superior client experience. *… more
- Umpqua Bank (Los Angeles, CA)
- …order to provide comprehensive financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies. + High level of ... and offer qualified referrals. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- City National Bank (Los Angeles, CA)
- …and client-directed accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance and ... and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings. What you will… more
- City National Bank (Los Angeles, CA)
- …exceed their signing authority, as well as, providing oversight to the Personal and Business Banking and Small Business Consumer Division. Responsibilities include ... compliance with all regulatory and credit policies of the Bank , providing assistance to lending officers in managing credit...NATIONAL We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (Rolling Hills Estates, 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 (Woodland Hills, 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 (Woodland Hills, 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