Current jobs related to Private Banker Associate - San Francisco - Citizens
-
Private Banker
2 weeks ago
San Francisco, United States Citizens Financial Group, Inc. Full timeCitizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients. Our P Banker, Private, Client Relations, Skills
-
Private Banker II
3 days ago
San Francisco, United States First Citizens Bank Full timeOverview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...
-
Private Banker III
4 weeks ago
San Francisco, United States First Citizens Full timeOverview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...
-
Associate Banker
3 months ago
San Francisco, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Private Equity Associate
2 days ago
San Francisco, California, United States Private Investigator Dover Full timeJob Title: Private Equity AssociateAbout the Role:We are seeking a highly skilled and experienced Private Equity Associate to join our team at Private Investigator Dover. As a Private Equity Associate, you will play a key role in advising our clients on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other...
-
Associate Banker
3 months ago
San Francisco, United States Bank of Montreal Full timeApplication Deadline:07/07/2024 Address:301 Mission St. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solut Customer Experience, Banker, Associate, Banking, Skills, Retail, Financial
-
Indpendent Sales Associate
3 months ago
San Diego, United States Coldwell Banker Residential Brokerage Full timeReal Estate Independent Sales Associate Coldwell Banker Residential Brokerage Are you a self-starter? Do you have impeccable organization, communication and follow-up skills? Do you have a genuine interest in servicing people? If so, you may have the characteristics it takes to become a successful Independent Sales Associate by partnering with Coldwell...
-
Associate Banker-Bilingual Chinese
6 days ago
San Francisco, United States East West Bank Full timeIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
-
Associate Banker-Bilingual Chinese
1 week ago
San Francisco, United States East West Bank Full timeIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
-
Associate Banker-Bilingual Chinese
1 week ago
San Francisco, United States East West Bank Full timeIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
-
Associate Banker-Bilingual Chinese
2 weeks ago
San Francisco, United States East West Bank Full timeIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
-
Associate Banker-Bilingual Chinese
2 weeks ago
San Francisco, United States East West Bank Full time $19 - $21Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
-
Associate Banker-Bilingual Chinese
5 days ago
San Francisco, California, United States East West Bank Full timeAbout the Role:We are seeking a highly motivated and customer-focused Associate Banker to join our team at East West Bank. As an Associate Banker, you will play a key role in delivering a high-quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.Key Responsibilities:Provide exceptional customer service, assisting...
-
US Private Bank
1 month ago
San Francisco, United States JPMorganChase Full timeJob Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...
-
Associate Banker-Bilingual Chinese
1 week ago
San Francisco, CA, United States East West Bank Full timeIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
-
Private Bank Digital Banking Advisor
1 week ago
San Francisco, United States Citizens Financial Group, Inc. Full timeIn your role as a Digital Banking Advisor with Citizens Private Bank, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Ba Banking, Relationship Manager, Digital, Advisor, Private, Client Relations
-
U.S. Private Bank
2 months ago
San Francisco, United States JPMorgan Chase & Co. Full timePosting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...
-
Personal Banker
45 minutes ago
San Francisco, United States WELLS FARGO BANK Full timeAbout This RoleWells Fargo is seeking a skilled Associate Personal Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division.Key ResponsibilitiesDeliver exceptional customer experiences by building relationships through proactive outreach and proposing suitable products, services, and digital solutions to help...
-
US Private Bank
1 month ago
San Francisco, California, United States JPMorganChase Full timeJob Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...
-
San Bruno, United States Wells Fargo Full timeParticipate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Associate, Customer Experience, Banker, Benefits, Financial, Banking, Business Services
Private Banker Associate
2 months ago
Description
As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to Citizens while maintaining existing relationships using the full range of Citizenss deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.
Primary responsibilities include
+ Provide ongoing exceptional client service for clients day-to-day needs via email, phone or in person.
+ Support the Preferred Banking team and provide backup support in the Preferred Bankers absence.
+ Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes.
+ Partner with Preferred Banker to maintain client relationships and open new accounts.
+ Participate in business development calls with Business Bankers/Relationship Managers and/or Preferred Bankers.
+ Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products.
+ Keep up-to-date with new Bank product offerings and services.
+ Maintain the marketing and brochure supply for Preferred Bankers.
+ Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.
+ Identify and report suspicious activity to the Anti-Money Laundering Officer.
+ Stay up to date on fraud tactics, watch for red flags, and escalate to our fraud partners when needed.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
08/02/2024
