- Columbia Bank (Los Angeles, CA)
- Personal Banker Retail Banking Group Los Angeles, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique ... 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 (Beverly Hills, 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 (Monterey Park, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Monterey-Park/Senior- Banker Monterey-Park-Financial-Center Mandarin-Required\_25036755-1) ... Senior Banker - Monterey Park Financial Center - Mandarin...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Baldwin Park, 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;West...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Beverly Hills, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Senior- Banker Beverly-Wilshire-Financial-Center\_25035123) **Job Description:** ... Senior Banker - Beverly-Wilshire Financial Center Beverly Hills, California...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of… more
- Wells Fargo (Pacoima, CA)
- …the US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Citigroup (Los Angeles, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
- Wells Fargo (Pasadena, 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
- Zions Bancorporation (Culver City, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Branch Relationship Banker ( Personal Banker ** ) to provide top notch customer service ... 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 (Los Angeles, 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 (Pasadena, 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 (Burbank, 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 (Los Angeles, 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 (Burbank, 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 (Los Angeles, 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
- Citigroup (Beverly Hills, CA)
- …issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business… more
- Citigroup (Los Angeles, CA)
- …is knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also ... should have a strong understanding of the full product capabilities of the bank and understand how best to position against our competition. The Relationship Manager… more
- City National Bank (Santa Clarita, 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 (Los Angeles, CA)
- …complex operational issues for all CNB client levels and all levels of bank colleagues, delivering an exceptional client service experience aligned with our City ... 1st tier technical and navigational assistance for CNB's online personal products and services to external/internal clients Provide guidance...from all levels of clients and all levels of bank personnel for all City National Bank … more
- Bank of America (Los Angeles, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more