- City National Bank (Santa Clarita, CA)
- *RELATIONSHIP BANKER * *Valencia Branch* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service ... 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 ... 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
- Citigroup (Beverly Hills, 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 (South Pasadena, CA)
- Senior Banker - Glendale Burbank area South Pasadena, California;North Hollywood, California **Job Description:** At Bank of America, we are guided by a common ... 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
- Bank of America (Duarte, CA)
- Senior Banker - Duarte Financial Center Duarte, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… 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 (El Monte, CA)
- **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking ... 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 (Studio City, CA)
- …career" 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
- Wells Fargo (Wilmington, 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
- Zions Bancorporation (Pasadena, CA)
- …Small 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 (San Gabriel, 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 (Pasadena, 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
- BMO Financial Group (Glendale, 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 (Glendale, 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 (Alhambra, 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
- Umpqua Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full… more
- Umpqua Bank (Los Angeles, CA)
- …Role:** 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 ... 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
- 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 (Los Angeles, CA)
- …Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed ... regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal...that creates a superior client experience. Position the Private Banker as the credit and deposit lead. * Effectively… more