- Columbia Bank (Irvine, CA)
- Personal Banker Retail Banking Group Irvine, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- Citigroup (Costa Mesa, 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 (Irvine, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irvine/Senior- Banker Heritage-Plaza-Financial-Center Mandarin-Required\_25043326-2) **Job ... Senior Banker - Heritage Plaza Financial Center - Mandarin...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Wells Fargo (San Clemente, 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
- PNC (Corona, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in ... Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring… more
- Citigroup (Anaheim Hills, 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
- Citigroup (Woodland Hills, 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
- PNC (Palm Desert, CA)
- …and have an opportunity to contribute to the company's success. As a Regional Banker /Teller within PNC's Retail organization, you will be based in Palm Desert, CA. ... Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring… more
- BMO Financial Group (San Clemente, CA)
- …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 ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… 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
- Columbia Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, we ... Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full… more
- Enterprise Bank & Trust (Anaheim, 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...team member to accomplish company objectives and lobby and personal goals. As the experienced banker , this… more
- Columbia Bank (Murrieta, CA)
- …Manager Retail Banking Group Murrieta, California **Description** **About Us:** Columbia Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Palm Desert, 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
- City National Bank (San Diego County, CA)
- …the strategic execution of initiatives and sales management & development activities within Personal & Business Banking ("PBB"). The top priority for the FSM is ... of CNB. * The FSM administers monthly Relationship Manager and Relationship Banker job family meetings, consisting of key divisional and regional strategies, credit… more
- BMO Financial Group (Santa Ana, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- Columbia Bank (Irvine, CA)
- …Together for better. **About the Role:** The Relationship Development Manager supports the Bank 's goal of becoming a high-performing bank , recognized as The ... to expand and deepen client relationships holistically addressing both business and personal objectives. + Engage our partners in the development of customized… more
- City National Bank (Irvine, CA)
- …be achieved through proactive and consultative client engagement, delivering the Bank 's exemplary level of service, and identifying tailored banking solutions to ... measures of success include exemplary client service, expansion of personal and new small business opportunities from the assigned...solutions, while maintaining the credit quality standards of the bank . * Uses knowledge of bank products… more
- Columbia Bank (Irvine, CA)
- …Group (TAG) through which requirements flow. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Riverside, CA)
- …individual production goals for loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to ... business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt....corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more