- Columbia Bank (Santa Maria, CA)
- **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. ... and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending… more
- Bank of America (Santa Barbara, CA)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Barbara/Senior- Banker \_26000208-1) **Job Description:** At Bank ... Senior Banker Santa Barbara, California **To proceed with your...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Wells Fargo (Goleta, 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 (Northridge, 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
- Zions Bancorporation (Oxnard, 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 (Sherman Oaks, 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 (Oxnard, 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
- Columbia Bank (San Luis Obispo, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (San Luis Obispo, 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
- Columbia Bank (Santa Barbara, CA)
- …existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate ... and estate planning strategies. + 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
- Columbia Bank (San Luis Obispo, 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
- Banc of California (San Luis Obispo, CA)
- …CALIFORNIA AND YOUR CAREER** 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... requirements. + Proficient skills in computer terminal and personal computer operation; Microsoft Office applications including but not… more
- BMO Financial Group (City Of Industry, CA)
- …(4x week in the office). + Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements and personal financial ... of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.… more
- BrightSpring Health Services (Arroyo Grande, CA)
- …same, here are some things you will be responsible for: + Performing personal care tasks, including feeding, ambulation, and medical monitoring + Assist with ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more
- BrightSpring Health Services (San Luis Obispo, CA)
- …and ensures documentation is complete + Implements universal precautions pertaining to personal care, first aid, and communicable diseases + Reports vehicle needs to ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more
- Extra Space Storage (Santa Barbara, CA)
- …up on delinquent payments, process customer payments, and complete daily bank deposits. + Oversee routine administrative tasks, including maintaining auction files, ... delinquent accounts, monitoring store budgets, and prepare and deliver bank deposits. . + Protect our strong company culture...Current valid driver's license and access to a reliable personal vehicle; except in New York City and Brooklyn.… more
- Marriott (Santa Barbara, CA)
- …Complete designated cashier and closing reports in the computer system. Cash guests' personal checks and traveler's checks. Count bank at the beginning and ... manager. Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary… more
- Sherwin-Williams (Santa Barbara, CA)
- …information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. ... include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access… more
- Ross Stores, Inc. (Mission Hills, CA)
- …professionalism at all times\. Recognizes Associates using Company recognition programs\. ** Personal and Store Brand** + Represents and supports the Company brand ... **Administrative Duties as Assigned by Store Manager:** + Ensures Cash pulls and bank deposits are conducted to Company policy\. + Responsible for Front End control… more
- BrightSpring Health Services (Arroyo Grande, CA)
- …as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During ... the recruitment process, no recruiter or employee will request financial or personal information (Social Security Number, credit card, driver's license, bank … more