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13 personal banker jobs found

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Finance personal banker California
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Ci
Jul 14, 2026
Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, Danville (Blackhawk) Branch, Officer
Citigroup Danville, 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 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 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...
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...
Ci
Jul 09, 2026
Part-Time Universal Banker (20 Hours), Stonestown Branch (Bilingual Preferred: Cantonese or Mandarin)
Citigroup San Francisco, 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
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...
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
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...
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
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...
JC
Apr 21, 2026
Private Client Banker - Temple City Camellia - Bilingual in English and Mandarin - Temple City, CA
JPMorgan Chase Temple City, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service,...
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