24 finance jobs found in San Gabriel, 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated,...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated,...

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...

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** Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating...

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...

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...

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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with...

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...

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...

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...