- 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
- Citigroup (Costa Mesa, CA)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… 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
- Wells Fargo (Westminster, 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 (San Diego County, CA)
- …Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies + Be ... 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 (Tustin, 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
- 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 (Tustin, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- Wells Fargo (Irvine, CA)
- …**Banking, Lending, & Trust** **(BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- Citigroup (Laguna Niguel, 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 (Newport Beach, CA)
- …+ Liaises with external advisors of clients on behalf of the banker / relationship manager. + Identifies and recommends workflow process alternatives that ... regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines. + Follows security and… more
- BMO Financial Group (Mission Viejo, 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 (Newport Beach, CA)
- …in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in corporate risk policy and supporting ... of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. + Protects the Bank 's assets by adhering to all banking,… 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 Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full… 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
- BMO Financial Group (Newport Beach, CA)
- …support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Reviews and provides feedback and best practices about client ... in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in corporate risk policy and supporting… more
- Columbia Bank (Irvine, CA)
- …which answers can be readily obtained + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities ... 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 (Irvine, CA)
- …The Enterprise Architect requires competency in one key technological area of the bank and works with the other architects developing designs and reviewing designs ... information systems to be implemented in accordance with the bank 's goals, needs and objectives. This involves the uniformity...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more