De Novo Relationship Banker BMO FinancialDe Novo Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. 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 requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Retail Banking Manager Accenture PlcRetail Banking ManagerSan Francisco, CAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerSan Francisco, CAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.
Retail Banking Specialist First Bank & TrustRetail Banking SpecialistSan Francisco, South DakotaProvide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities weserve. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first.
Senior Director of Retail Banking San Francisco Federal Credit UnionSenior Director of Retail BankingSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. This position is responsible for driving operational excellence across all branch locations by leading continuous improvement initiatives, strengthening operational efficiency, and ensuring a seamless, high-quality member experience.
Strategic Account Executive, Retail & Commercial Banking - FSI Anthropic PBCStrategic Account Executive, Retail & Commercial Banking - FSISan Francisco, CA$380,000–$450,000 / yearEngage personally with C-level and senior technical stakeholders (CIOs, CTOs, Heads of Risk, Heads of Data/AI) - building business cases and value narratives, and navigating complex procurement, security, regulatory, and legal review through to production deployment and expansion. The ideal candidate is energized by building a new category in an established, highly regulated industry - identifying high-potential accounts across retail and commercial banks, and running the strategies to win them.
Private Banking Team Lead MRISpokanePrivate Banking Team LeadPalo Alto, CASenior candidates may be considered for an expanded producing Area Leader designation, with oversight responsibility for private bankers across Northern California and a direct role in shaping regional strategy alongside executive leadership. A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula.
Banking Associate - Mandarin - Jacksonville, FL - Bilingual Spanish Preferred TD BankBanking Associate - Mandarin - Jacksonville, FL - Bilingual Spanish PreferredSan Jose, FloridaConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Payments Senior Manager Accenture PlcBanking Payments Senior ManagerMountain View, CAAccenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience.
Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Analyst - Technology (San Francisco, CA)San Francisco, CA$100,000–$110,000 / yearQualifications: At least 1-2 years of experience in investment banking, primarily Technology related Passion for the Technology industry Strong Microsoft Excel skills essential Strong verbal and written communication skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Strong interpersonal skills Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Business Banking Relationship Manager III Fifth Third BancorpBusiness Banking Relationship Manager IIISan Jose, CA$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
NewBusiness Banking Relationship Manager III (San Jose) Fifth Third BankBusiness Banking Relationship Manager III (San Jose)San Jose, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
NewBusiness Banking Relationship Manager III (San Francisco) Fifth Third BankBusiness Banking Relationship Manager III (San Francisco)San Francisco, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Associate - Technology (San Francisco, CA)San Francisco, CA$150,000–$160,000 / yearQualifications: At least 3 years of experience in investment banking, primarily Technology related Strong Microsoft Excel skills essential Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA registrations and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateSan Francisco, CARemote$41.83–$66.81 / hourAdditional Qualifications Basic experience in credit management and lending operations with a strong understanding of risk management principles Desire to build leadership and coaching skills with the ability to train and develop talent Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise. In partnership with Portfolio Managers and Credit Lead this role will support the Private Banking Commercial Real Estate portfolio while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types: multifamily, retail, industrial, office, self-storage and unsecured.
De Novo Retail Relationship Banker Bank of MontrealDe Novo Retail Relationship BankerCA$45,900–$75,900 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. 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 requirements for the lending process and established yield, quality, diversification, and risk guidelines.
NewRetail Relationship Banker Bank of MontrealRetail Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. 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 requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Senior Wealth Banking Specialist (SAFE) Wells Fargo & CoSenior Wealth Banking Specialist (SAFE)PALO ALTO, CA$104,000–$168,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division.
Retail Banker Bank of Marin BancorpRetail BankerSan Rafael, CA$19.85–$36.09 / hourBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for an eager and friendly experienced Retail Banker to work at our Northgate branch in San Rafael. Bank of Marin is a community-based commercial bank where you will learn how to support the financial needs of some of the most successful local businesses while additionally having the opportunity to do community service on the job for our many non-profit clients.
Field Retail Sales Representative Fortune Brands Innovations IncField Retail Sales RepresentativeBerkeley, CA$73,000–$100,000 / yearThe ideal candidate will have 1+ years of sales experience, be able to build long-lasting relationships with stakeholders, execute product knowledge sessions to retail staff, and implement sales initiatives to meet and exceed sales goals. The Company makes innovative products for residential and commercial environments, with a growing focus on digital solutions and products that add luxury, contribute to safety and enhance sustainability.
Manager, Retail Partnerships DoorDash IncManager, Retail PartnershipsSan Francisco, CA$144,160–$212,000 / yearWe value a diverse workforce - people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users-from Dashers to merchant partners to consumers.
Senior Associate, Strategic Retail Partnerships DoorDash IncSenior Associate, Strategic Retail PartnershipsCAYou're excited about this opportunity because you will: • Driving and leading on strategic growth initiatives for your Mx portfolio • Working with internal product teams to ensure we're prioritizing the right features for our merchants, dashers & customers • Project managing the rolling out hundreds of stores across the country • Designing marketing and promotional campaigns for new, returning or churned customers • Getting into the field to do a test delivery • Gathering insights on consumer behavior and shopping patterns • Leading special projects to drive operational efficiency for your partners. We're excited about you because: • You're Impact Motivated -- You have a natural desire to improve the overall business • You're Curious -- You love digging into low levels of detail to extract insights • You're Strategic -- You love to find the win-win in develop novel agreement structures to grow business with partners • You're Resourceful -- You are happy juggling many priorities concurrently and being creative with solutions to move fast • You're Collaborative - You enjoy working with lots of different people, both external and internal • You're an Owner - You step up to drive projects forward with minimal supervision.
Manager, Retail Branch II Patelco Credit UnionManager, Retail Branch IIDaly City, CA$96,210–$120,260 / yearPatelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. Create and implement strategies to capitalize on opportunities, highlight the features and benefits of our products and services, support overall credit union member services, promotions and member service objectives and expectations.
Retail Store Manager Goodwill of the San Francisco BayRetail Store ManagerWalnut Creek, CaliforniaPHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay (“GCNA/GIMV/GSFB”) are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Drives retail business operations at a Retail Store location for Goodwill of Central and Northern Arizona (GCNA) and its affiliated entities, to help fund the Goodwill mission of ending unemployment.
Retail Store Manager In Training Goodwill of the San Francisco BayRetail Store Manager In TrainingOakland, CAPHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay ("GCNA/GIMV/GSFB") are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Upon completion of the MIT program, the Retail Store Manager drives retail business operations at a Retail Store location for Goodwill of the San Francisco Bay, to help fund the Goodwill mission of ending unemployment.
Digital Sales Executive - Retail, Travel & Hospitality (Remote) NTT DATA Services, LLCDigital Sales Executive - Retail, Travel & Hospitality (Remote)San Francisco, CARemote$179,000–$354,000 / yearWere about creating real outcomesplatforms that evolve, experiences people love, and solutions that help organizations not just keep up with change, and digital products that deliver business impact. Were looking for a Senior Digital Sales Executive who can open new doors and build trusted partnerships with C-level leaders in the Retail, Travel & Hospitality industries.
NewDigital Sales Executive - Retail, Travel & Hospitality (Remote) NTT DATA AmericasDigital Sales Executive - Retail, Travel & Hospitality (Remote)San Francisco, CA$179,000–$354,000 / yearWe're about creating real outcomes—platforms that evolve, experiences people love, and solutions that help organizations not just keep up with change, and digital products that deliver business impact. We're looking for a Senior Digital Sales Executive who can open new doors and build trusted partnerships with C-level leaders in the Retail, Travel & Hospitality industries.
Retail Merchant Services - Relationship Manager - Payments - Senior Associate JPMorgan Chase & CoRetail Merchant Services - Relationship Manager - Payments - Senior AssociatePalo Alto, CAAchieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Manager Retail Strategy The Charles Schwab CorpManager Retail StrategySan Francisco, CACharles Schwab''s Retail Strategy & Analytics is the internal management consulting group for the Retail business, which is the primary business unit at Schwab, responsible for $18B in revenue, and has 13,000 employees worldwide. Retail Strategy & Analytics serves two primary functions: 1) Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team.
Digital Sales Executive - Retail, Travel & Hospitality (Remote) NTT DATA Group CorpDigital Sales Executive - Retail, Travel & Hospitality (Remote)San Francisco, CARemote$179,000–$354,000 / yearWere about creating real outcomesplatforms that evolve, experiences people love, and solutions that help organizations not just keep up with change, and digital products that deliver business impact. Were looking for a Senior Digital Sales Executive who can open new doors and build trusted partnerships with C-level leaders in the Retail, Travel & Hospitality industries.
Retail Merchant Services - Relationship Manager - Payments - Vice President JPMorgan Chase & CoRetail Merchant Services - Relationship Manager - Payments - Vice PresidentPalo Alto, CAExecute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction.
Retail Merchandise Processor Full Time Goodwill of the San Francisco BayRetail Merchandise Processor Full TimeSan Mateo, CaliforniaPHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay (“GCNA/GIMV/GSFB”) are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Please note that GCNA/GIMV/GSFB only use company email addresses, which contain “@goodwillaz.org” or "@gimv.org” or "@sfgoodwill.org", to communicate with candidates via email.
Retail Merchandise Processor Part Time Goodwill of the San Francisco BayRetail Merchandise Processor Part TimeWalnut Creek, CaliforniaPHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay (“GCNA/GIMV/GSFB”) are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Please note that GCNA/GIMV/GSFB only use company email addresses, which contain “@goodwillaz.org” or "@gimv.org” or "@sfgoodwill.org", to communicate with candidates via email.
Teller or Personal Banker TriCo BancsharesTeller or Personal BankerDaly City, CA$19–$20 / hourMaintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer Citigroup IncPersonal Banker SAFE ACT, Piedmont Avenue Branch, OfficerOakland, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, San Rafael Branch, Officer Citigroup IncPersonal Banker SAFE Act, San Rafael Branch, OfficerSan Rafael, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, San Bruno Branch, Officer Citigroup IncPersonal Banker SAFE Act, San Bruno Branch, OfficerSan Bruno, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act - Orinda Branch Citigroup IncPersonal Banker SAFE Act - Orinda BranchOrinda, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Stevens Creek San Jose Citigroup IncPersonal Banker SAFE Act, Stevens Creek San JoseSan Jose, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Sunnyvale Branch, Officer Citigroup IncPersonal Banker SAFE Act, Sunnyvale Branch, OfficerSunnyvale, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE ACT, Berkeley Branch, Officer Citigroup IncPersonal Banker SAFE ACT, Berkeley Branch, OfficerBerkeley, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Newark Branch, Officer Citigroup IncPersonal Banker SAFE Act, Newark Branch, OfficerNewark, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act - San Ramon Branch Citigroup IncPersonal Banker SAFE Act - San Ramon BranchSan Ramon, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, San Francisco Area Citigroup IncPersonal Banker SAFE Act, San Francisco AreaSan Francisco, CA$61,280–$85,520 / yearResponsibilities: • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross-sell treasury and related small business products • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Personal Banker SAFE ACT, San Pablo Branch, Officer Citigroup IncPersonal Banker SAFE ACT, San Pablo Branch, OfficerSan Pablo, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Redwood City Branch, Officer Citigroup IncPersonal Banker SAFE Act, Redwood City Branch, OfficerRedwood City, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Mountain View Branch, Officer Citigroup IncPersonal Banker SAFE Act, Mountain View Branch, OfficerMountain View, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, San Ramon Branch, Officer Citigroup IncPersonal Banker SAFE Act, San Ramon Branch, OfficerSan Ramon, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Camden Branch Citigroup IncPersonal Banker SAFE Act, Camden BranchSan Jose, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
Personal Banker SAFE Act, Dublin Branch, Officer Citigroup IncPersonal Banker SAFE Act, Dublin Branch, OfficerDublin, CA$61,280–$85,520 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.