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20 family practice jobs found

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Finance family practice California
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Ci
Jun 05, 2026
Part-Time Universal Banker (20 Hours), Bilingual Mandarin Speaking Preferred, Monterey Park Branch
Citigroup Monterey Park, 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 customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Assist in basic account opening for existing customer + Provide service delivery to internal/external customers to resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where appropriate + Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively + Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. + Adhere to operational controls, including...
US
Jun 04, 2026
Client Relationship Consultant (Banker) - Multiple Levels - Bilingual Mandarin and English
U.S. Bank Arcadia, CA
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** _This role has multiple levels, open to candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._ Client Relationship Consultants build relationships with customers, engaging them...
US
Jun 04, 2026
Client Relationship Consultant (Banker) - Multiple Levels - Bilingual Mandarin and English
U.S. Bank San Gabriel, CA
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** _This role has multiple levels, open to candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._ Client Relationship Consultants build relationships with customers, engaging them...
US
Jun 04, 2026
Client Relationship Consultant (Banker) - Multiple Levels - Bilingual Mandarin and English
U.S. Bank City of Industry, CA
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** _This role has multiple levels, open to candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._ Client Relationship Consultants build relationships with customers, engaging them...
Ci
Jun 01, 2026
Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, Diamond Bar Branch, Officer
Citigroup Diamond Bar, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
Ci
May 23, 2026
Part-Time Universal Banker (20 Hours), Bilingual Mandarin/ Cantonese Speaking Preferred, San Gabriel Valley Area
Citigroup San Gabriel, 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 customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Assist in basic account opening for existing customer + Provide service delivery to internal/external customers to resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where appropriate + Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively + Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. + Adhere to operational controls, including...
Ci
May 23, 2026
Personal Banker SAFE Act, Bilingual Mandarin/ Cantonese Preferred, San Gabriel Valley Area, Officer
Citigroup San Gabriel, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
Ci
May 23, 2026
Personal Banker SAFE Act, Bilingual Mandarin/ Cantonese Speaking Preferred, Fremont Auto Mall Branch, Officer
Citigroup Fremont, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
Ci
May 23, 2026
Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, Arcadia - Duarte Branch, Officer
Citigroup Arcadia, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
Ci
May 17, 2026
Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, El Monte Branch, Officer
Citigroup El Monte, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
Bo
May 16, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America West Covina, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Ci
May 15, 2026
Head Teller, Millbrae Branch (Bilingual Preferred: Mandarin)
Citigroup Millbrae, CA
The Head Teller is an entry-level position responsible for executing day-to-day banking activities, including the delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to utilize banking knowledge to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Execute daily, weekly and monthly operational tasks, inspections and correspondence with virtual branch support + Lead and mentor tellers through assigning work and providing technical guidance when needed + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits, and maintaining branch vault cash + Adhere to bank...
Ci
May 13, 2026
Personal Banker SAFE Act, Torrance/ Palos Verdes Area (Bilingual Preferred: Mandarin or Korean), Officer
Citigroup Torrance, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
Ci
Apr 22, 2026
Part-Time Universal Banker (20 Hours), Bilingual English/Mandarin Speaking Preferred, Cupertino Branch
Citigroup Cupertino, 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 customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Assist in basic account opening for existing customer + Provide service delivery to internal/external customers to resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where appropriate + Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively + Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. + Adhere to operational controls, including...
Bo
Apr 21, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Rowland Heights, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Apr 21, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Diamond Bar, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Apr 21, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Hacienda Heights, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Apr 21, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Walnut, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Bo
Apr 21, 2026
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Arcadia, CA
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hacienda-Heights/Relationship-Banker---Central-Heights-Market---Bilingual-Mandarin-Required\_26012598) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...
Ci
Apr 05, 2026
Personal Banker SAFE Act, Fremont/ Union City Area, Officer (Bilingual Mandarin Preferred)
Citigroup Fremont, 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 with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + 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...
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