- 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 (Rowland Heights, CA)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut/Senior- Banker --Central-Heights--Bilingual-Mandarin-Required\_25041369) **Job ... Senior Banker - Central Heights, Bilingual Mandarin Required Walnut, California;Hacienda...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Wells Fargo (La Mirada, 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 (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
- PNC (Lynwood, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in Lynwood, ... 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
- BMO Financial Group (Rowland Heights, 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 (Anaheim, 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 (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
- 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
- Enterprise Bank & Trust (Cerritos, 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 (Commerce, 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
- 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 (Irvine, CA)
- …existing Commercial Deposit Relationshipsresulting inprofitable deposit growth for the Bank . + Manage customer relationships and proactively study industrial, ... partners to execute on providing a comprehensive suite of bank deposit solutions to our Commercial clients. + Manage...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Irvine, CA)
- …in close partnership with the business unit and other departments throughout the bank . Is considered a subject matter expert related to required processes and ... Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more