- 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
- City National Bank (Long Beach, CA)
- *RELATIONSHIP BANKER SR* WHAT IS THE OPPORTUNITY? This position is 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
- Bank of America (Montrose, CA)
- Senior Banker - Montrose Financial Center Montrose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... 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 (Walnut, CA)
- Senior Banker - Central Heights, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Walnut, California **Job Description:** At Bank ... 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
- Wells Fargo (Costa Mesa, 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
- Wells Fargo (Huntington Beach, 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 (Laguna Hills, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the ... 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 (Paramount, 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
- BMO Financial Group (Santa Ana, 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 (Irvine, 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
- Umpqua Bank (Newport Beach, 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
- 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
- City National Bank (Irvine, 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
- 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...and Software Skills:** + Skilled in operation of a personal computer, including Microsoft Word and Excel. + Google… 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
- BMO Financial Group (Huntington Beach, 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
- City National Bank (Irvine, 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 (Irvine, CA)
- …process by providing credit and loan underwriting expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages all aspects ... credit risk classification, loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Credit Manager's request to… more