- City National Bank (Solana Beach, CA)
- **PRIVATE BANKER ** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. + Profile across the… more
- Wells Fargo (Vista, 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 (Oceanside, 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 (Oceanside, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker you will strengthen customer relationships with a defined sales ... process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial solutions.… more
- JPMorgan Chase (Del Mar, 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 ... devices 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 (Carlsbad, 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 (San Diego County, 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
- Enterprise Bank & Trust (San Diego, 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 ... largest financial companies, we provide our clients with the personal relationship afforded at a small community bank... personal relationship afforded at a small community bank .** **By remaining steadfast in our mission, we now… more
- City National Bank (San Diego County, CA)
- …for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of ... Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Fifth Third Bank, NA (San Diego, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the ... CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned… more
- Bank of America (San Diego, CA)
- …Leader- Advisor Development Program- San Diego, CA San Diego, California **Job Description:** 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 (San Diego, 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
- US Bank (Rancho Santa Fe, CA)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and partner with other financial services within other US Bank channels, as appropriate Discover How You'll Thrive! +… more
- PNC (San Diego, CA)
- …to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in San Diego, CA. **Job Description** + ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- City National Bank (San Diego County, CA)
- …support meeting preparation and the client meeting. Deliver a high degree of personal contact and open communication among clients and internal team that creates a ... + Maintain all appropriate training and continuing education requirements for bank compliance, licenses and certifications. **Must-Have + 1-3 years of experience… more
- Zions Bancorporation (Carlsbad, CA)
- …through direct personal action or referral to alternative branch or bank resources. + Identifies and maximizes cross-sell bank opportunities through ... Associates at California Bank & Trust work in a relationship-centered culture...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- Anywhere Real Estate (San Diego, CA)
- …appearance, actions, and conduct to fellow employees and customers. **Benefits:** On a personal and professional level, here's just part of what you'll enjoy: + ... Real Estate (https://www.bhgre.com/) , Century 21(R) (https://www.century21.com/) , Coldwell Banker (R) (https://www.coldwellbanker.com/) , Coldwell Banker Commercial(R) (https://www.cbcworldwide.com/)… more
- Banc of California (Carlsbad, 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...balances and payoff requests. + Operates computer terminal or personal computer to process loan activity, determine balances and… more
- Banc of California (Escondido, 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...collateral perfection. + Solid skills in computer terminal and personal computer operation; Microsoft Office applications including but not… more
- BMO Financial Group (San Diego County, CA)
- …Follows security and safeguarding procedures and applies due diligence in accordance with Bank 's policies and ethical standards for the prevention of loss due to ... money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. +… more