- Columbia Bank (Encino, CA)
- Personal Banker I Retail Banking Group Encino, 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
- 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
- Wells Fargo (Pacific Palisades, 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
- Zions Bancorporation (Santa Monica, 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 (Granada Hills, 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)
- …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
- 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
- City National Bank (Beverly Hills, 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 (Beverly Hills, 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 (Encino, CA)
- …order toprovide comprehensive financial solutions to clients from all areas of the Bank + Advise clients on financial solutions and strategies + Manage and review ... the Code of Conduct. + 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
- City National Bank (West Hollywood, CA)
- …YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals ... with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new… more
- Bank of America (Westlake Village, 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 (Encino, CA)
- …individual production goals for loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to ... business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt....corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- City National Bank (Santa Monica, CA)
- …active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more
- Bank of America (Beverly Hills, 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
- City National Bank (Beverly Hills, CA)
- …operational integrity of the assigned area of responsibility. * Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in ... problems, answers questions related to customer accounts and utilization of bank products and services. Works with customers and/or business management firms… more
- Banc of California (Woodland Hills, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...and Standards. * Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not… more
- BMO Financial Group (Encino, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… more
- Citigroup (Burbank, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Banc of California (Valencia, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...with Loan Portfolio Managers. + Operates computer terminal or personal computer to process account activity, determine balances and… more