- Columbia Bank (Carlsbad, CA)
- Personal Banker I Retail Banking Group Carlsbad, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand ... 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
- City National Bank (Solana 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
- Wells Fargo (San Diego, 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 (San Diego, 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
- Zions Bancorporation (San Diego, 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 (Escondido, 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
- Enterprise Bank & Trust (San Diego, 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...working in a fast paced department. + Proficiency with personal computers and related software. \#LI-Hybrid **COMPENSATION:** **Salary Range:… 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
- Enterprise Bank & Trust (San Diego, 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...Software Skills:** + Skilled in the operation of a personal computer, including Microsoft Word and Excel + Google… more
- City National Bank (San Diego, 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
- Columbia Bank (San Diego, CA)
- …for better. **About the Role:** In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by ... documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (San Diego, 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
- Columbia Bank (San Diego, CA)
- …Together for better. **About the Role:** Implements, administers, and/or monitors bank security systems and solutions that encompass perimeter defense, security ... and ad-hoc incident resolution. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (San Diego, 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 ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Columbia Bank (San Diego, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and origination of ... and various financial products the company offers through other areas of the bank . + Complete annual training requirements including all BVS courses before due dates… more
- Columbia Bank (San Diego, CA)
- …existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate ... and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (San Diego, CA)
- …law, estate planning and fiduciary responsibilities. + 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
- US Bank (San Diego County, CA)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excel at-all from Day One. **Job Description** At US Bank , we're passionate about helping customers and the communities… more
- Bank of America (Carlsbad, 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 ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- Columbia Bank (San Diego, CA)
- …or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering ... Other responsibilities as assigned. + Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more