- City National Bank (Whittier, CA)
- **RELATIONSHIP BANKER ** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Bank of America (Fullerton, CA)
- Senior Banker Fullerton, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Umpqua Bank (Irvine, CA)
- …skills. This includes offering sound financial advice, and often collaborating with internal Bank partners. Personal bankers are expected to be active in the ... Client Engagement Banker Retail Banking Group Irvine, California **Description** **About...Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- Wells Fargo (Tustin, 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 (Riverside, 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 (Irvine, CA)
- **Agency Multifamily Banker (DUS/Optigo) - Commercial Real Estate** We are expanding our Commercial Bank 's presence in Government-Sponsored Enterprises (GSE) ... $20 million to $2 billion. As an Agency Multifamily Banker in the Commercial Real Estate team, you will...(TM) and Freddie Mac Optigo (TM) loans using your personal network and leveraging JPMC's relationships + Effectively communicate… more
- JPMorgan Chase (Ontario, 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
- Banc of California (La Habra, 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...Notary. + Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open… more
- BMO Financial Group (Chino, 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 (Panorama City, 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 (Mission Viejo, 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 (Rancho Cucamonga, CA)
- …and originations from existing relationships. + Establishes and enhances the Bank 's community presence by participating in trade shows, conferences, and related ... service, and negotiation skills. + Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. + Functional knowledge of … more
- US Bank (Riverside, 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 ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and… more
- City National Bank (Anaheim, 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
- City National Bank (Riverside, 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
- City National Bank (Sherman Oaks, CA)
- …Risk Recommendation ("CRR") is submitted. We start with a basic premise: Business is personal . Since day one we've always gone further than the competition to help ... our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- City National Bank (Woodland Hills, CA)
- …exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to ... integrity of the branch as defined by management and bank policy. This colleague understands and is able to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… 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
- Bank of America (Van Nuys, 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...a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach… more
- US Bank (Northridge, 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...excel at-all from Day One. **Job Description** At US Bank , we're passionate about helping customers and the communities… more