- Columbia Bank (Irvine, CA)
- …provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Opens Consumer and Business accounts ... goal of identifying and referring a wide range of bank products and services to the appropriate internal business...creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. +… more
- City National Bank (Newport Beach, CA)
- *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… 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
- Wells Fargo (Irvine, 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 (Mission Viejo, 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 organization, you will be based in Corona, ... 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
- Zions Bancorporation (Orange, CA)
- …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 (Irvine, 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 (Anaheim, 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 (Santa Ana, 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)
- …Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full ... spectrum of needs of Private Bank target clients and provide tailored advice in collaboration...regular review with clients. Deliver a high degree of personal contact and open communication with clients and internal… more
- City National Bank (Newport Beach, 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 (Stanton, 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)
- **About the Role:** The Relationship Development Manager supports the Bank 's goal of becoming a high-performing bank , recognized as The Business Bank of ... to expand and deepen client relationships holistically addressing both business and personal objectives. + Engage our partners in the development of customized… more
- Columbia Bank (Irvine, CA)
- …the efforts of Credit Risk Administration in identifying, measuring, and monitoring the Bank 's credit risk to maintain sound and effective management of the Bank ... models and support data governance in adherence to the Bank 's Credit Risk Management policies and regulations. + Prepare...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Irvine, CA)
- …may work on several projects concurrently. + 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)
- **About the Role:** The HR Leave of Absence Administrator oversees the bank 's leave of absence program and associated benefits. This individual contributor role acts ... as the technical expert for the bank 's leave programs, supporting their day-to-day operations. The administrator...Manage and coordinate all leave programs such as FMLA, personal leave, military leave, jury duty, bereavement leave, and… more
- Columbia Bank (Irvine, CA)
- …in close partnership with the business unit and other departments throughout the bank . Is relied upon by the business unit for knowledge of required processes ... 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
- 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
- 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