Top 36 Relationship banker Jobs in Ramona Ca

Personal Banker SAFE Act, Escondido Branch, Officer
Citi —Escondido, CA
- $58,190 - $81,210 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Financial Service Representative I/Personal Banker (Escondido)
San Diego County Credit Union —Escondido, CA
- Extended hours
- Microsoft Outlook
- Computer literacy
- Basic math
5d
Rancho Bernardo - Universal Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $22 - $25 an hour
- Full-time
- Office
- Mentoring
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Private Banker
Sunflower Bank NA —San Diego, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Float Client Relationship Consultant 4 (Banker) - Rancho Bernardo, CA
U.S. Bank National Association —San Diego, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
3d
Rancho Bernardo - Relationship Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $23 - $26 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Client Relationship Consultant 4 (Banker) - La Mesa, CA
U.S. Bank National Association —La Mesa, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Financial Service Representative I/Personal Banker (Kearny Mesa)
San Diego County Credit Union —San Diego, CA
- Extended hours
- Microsoft Outlook
- Computer literacy
- Basic math
7d
Personal Banker/Financial Services Representative (Kearny Mesa)
North Island Credit Union —San Diego, CA
- $22.88 - $28.73 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Client Relationship Consultant 4 (Banker) - East Encinitas, San Diego, CA
U.S. Bank National Association —Encinitas, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Relationship Banker Sr
City National Bank —Carlsbad, CA
- $25.93 - $41.43 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Relationship Banker (Relationship Manager)- Mission Gorge, CA
California Bank & Trust —San Diego, CA
- $79,000 - $103,000 a year
- Mid-level
- Office
- Finance
- Profit sharing
- Paid training
Universal Banker
Sunflower Bank NA —San Diego, CA
- $21.47 - $29.15 an hour
- Online Application
- Office
- High school diploma or GED
- Computer skills
- Paid holidays
- Dental insurance
Quick Apply
5d
Remote Mortgage Loan Officer Build Your Book With Real Support
Satori Mortgage —Escondido, CA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Google Workspace
- 11+ years
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
Client Relationship Consultant 4 (Banker) - Del Mar Plaza - Del Mar, CA
U.S. Bank National Association —Del Mar, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Personal Banker
State Bank of India (California) —San Diego, CA
- $20 - $26 an hour
- Full-time
- Writing skills
- Mid-level
- Office
Premier Banker
Axos Bank —San Diego, CA
- $20 - $25 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
De Novo Retail Relationship Banker
BMO Financial Group —San Diego, CA
- $41,714 - $69,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Personal Banker
Columbia Banking System —San Diego, CA
- $22 - $26 an hour
- Full-time
- Office
- High school diploma or GED
- In-person
- Disability insurance
- Health insurance
Private Client Banker - Del Mar Branch - Del Mar, CA
JPMorganChase —Del Mar, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Personal Banker SAFE Act, Escondido Branch, Officer

Citi -
Escondido, CA

Apply Now

Job Details

Full-time
$58,190 - $81,210 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication

Full Job Description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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 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
Understand and comply with Citibank policies, standards and procedures
Appropriately 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.

Qualifications:

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration; Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills

Education:

Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Primary Location:

Escondido California United States

Primary Location Full Time Salary Range:

$58,190.00 - $81,210.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Apply Now

Refine Your Search

relationship banker jobs in ramona ca

Personal Banker SAFE Act, Escondido Branch, Officer

Financial Service Representative I/Personal Banker (Escondido)

Rancho Bernardo - Universal Banker

Private Banker

Float Client Relationship Consultant 4 (Banker) - Rancho Bernardo, CA

Rancho Bernardo - Relationship Banker

Client Relationship Consultant 4 (Banker) - La Mesa, CA

Financial Service Representative I/Personal Banker (Kearny Mesa)

Personal Banker/Financial Services Representative (Kearny Mesa)

Client Relationship Consultant 4 (Banker) - East Encinitas, San Diego, CA

Relationship Banker Sr

Relationship Banker (Relationship Manager)- Mission Gorge, CA

Universal Banker

Remote Mortgage Loan Officer Build Your Book With Real Support

Client Relationship Consultant 4 (Banker) - Del Mar Plaza - Del Mar, CA

Personal Banker

Premier Banker

De Novo Retail Relationship Banker

Personal Banker

Private Client Banker - Del Mar Branch - Del Mar, CA

I want to receive the latest job alert for relationship banker in ramona ca

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