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Phone banker Jobs in Daly City, CA

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Phone banker • daly city ca

Last updated: 2 days ago
Relationship Banker

Relationship Banker

ComericaMillbrae, CA, US
Full-time +1
Career Growthpromotional opportunities.Incentive program based on performance.Paid Holidays for Full Time / Part Time Employees. Health, Dental, Vision, 401k match and Life Insurance.Tuition Assistanc...Show moreLast updated: 30+ days ago
  • Promoted
Phone Sales Representative

Phone Sales Representative

VirtualVocationsSan Francisco, California, United States
Full-time
A company is looking for a Phone Sales Representative.Key Responsibilities Handle a high volume of outbound calls to warm, pre-qualified leads Develop individual hearing solutions tailored to cu...Show moreLast updated: 4 days ago
Relationship Banker - San Francisco West

Relationship Banker - San Francisco West

Bank of AmericaSan Francisco, CA, US
Full-time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 26 days ago
  • Promoted
Private Banker

Private Banker

First Citizens BankSan Francisco, CA, US
Full-time
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 (H...Show moreLast updated: 30+ days ago
  • Promoted
Associate Banker

Associate Banker

BMO U.S.San Francisco, CA, United States
Part-time
Join to apply for the Associate Banker role at BMO U.Continue with Google Continue with Google 3 days ago Be among the first 25 applicants Join to apply for the Associate Banker role at BMO U.Bilin...Show moreLast updated: 6 days ago
Senior Business Banker

Senior Business Banker

Tri counties bankSan Mateo, CA, US
Full-time
Come to work for a company you can be proud to work for.The hiring range for this opportunity is $30.We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker...Show moreLast updated: 30+ days ago
  • Promoted
Royal Service Agent (Hotel Phone Operator)

Royal Service Agent (Hotel Phone Operator)

AccorHotelSan Francisco, CA, US
Full-time
B;​​​​Since 1907, Fairmont has served as the San Francisco residence for U.The landmark hotel offers 606 well-appointed guest rooms and suites, three distinctive restaur...Show moreLast updated: 30+ days ago
  • Promoted
Medicare Phone Closer | Remote

Medicare Phone Closer | Remote

FourGrowthSan Francisco, CA, US
Remote
Full-time
Remote|Virtual} Medicare Sales Advisor Inbound Leads| Six-Figure Earning Potential.Looking for a flexible, work-from-home career helping seniors navigate Medicare on a 100% commission plan? Join ou...Show moreLast updated: 30+ days ago
Relationship Banker

Relationship Banker

Comerica BankMillbrae, CA
Full-time
Career Growth promotional opportunities.Incentive program based on performance.Paid Time Off (PTO), Paid Holidays for Full Time / Part Time Employees. Health, Dental, Vision, 401k match and Life In...Show moreLast updated: 30+ days ago
  • Promoted
Senior Personal Banker

Senior Personal Banker

Bank of San FranciscoSan Francisco, CA, United States
Full-time
Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits and individuals? Bank of San Francisco is seeking a Senior Personal Banker...Show moreLast updated: 30+ days ago
Associate Banker

Associate Banker

BMOBurlingame, CA, USA
Part-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 17 days ago
Senior Business Banker

Senior Business Banker

Tri Counties BankSan Francisco, California, US
Full-time
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker.As a Senior Business Banker your primary goal is to build a banker-client relationship based on purp...Show moreLast updated: 10 days ago
Virtual Phone Sales

Virtual Phone Sales

Spieldenner Financial GroupSan Francisco, CA, US
Full-time
Quick Apply
Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country.Our most important focus areas include getting agents paid quickly, keeping costs minimal, and...Show moreLast updated: 30+ days ago
VP Investment Banker - Software

VP Investment Banker - Software

Citigroup, Inc.San Francisco, CA, US
Full-time
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and ot...Show moreLast updated: 23 days ago
  • Promoted
Senior Relationship Banker

Senior Relationship Banker

East West BankSan Francisco, CA, United States
Full-time
Join to apply for the Senior Relationship Banker role at East West Bank 2 weeks ago Be among the first 25 applicants Join to apply for the Senior Relationship Banker role at East West Bank Introduc...Show moreLast updated: 19 days ago
Relationship Banker

Relationship Banker

City National BankBurlingame, California, United States
Full-time
RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operatio...Show moreLast updated: 17 days ago
  • Promoted
VP Investment Banker - Software

VP Investment Banker - Software

Weingart FoundationSan Francisco, CA, US
Full-time
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and ot...Show moreLast updated: 5 days ago
Universal Banker - Golden Gate

Universal Banker - Golden Gate

San Francisco Federal Credit UnionSan Francisco, CA, US
Full-time
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000, with assets surpassing $1.San Francisco and San ...Show moreLast updated: 5 days ago
Associate Banker

Associate Banker

Bank of MontrealSan Francisco, California, USA
Part-time
Retail Banking Sales & Service.Bilingual in English and Spanish Language is preferred.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and g...Show moreLast updated: 2 days ago
Government Banker III

Government Banker III

Synovus FinancialSan Francisco, CA, United States
Full-time
Job SummaryDevelops and manages relationships with governmental entities in designated markets where a government strategy has been established. Works in partnership with the local market executive ...Show moreLast updated: 30+ days ago
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Relationship Banker

Relationship Banker

ComericaMillbrae, CA, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

What we can offer you :

  • Career Growthpromotional opportunities
  • Incentive program based on performance
  • Paid Time Off (PTO)
  • Paid Holidays for Full Time / Part Time Employees
  • Health, Dental, Vision, 401k match and Life Insurance
  • Employee Assistance Program
  • Tuition Assistance Program (Full Time)
  • Financial Coaching and Benefit Guidance
  • Floating Cultural Holiday
  • Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
  • Retirement Plan
  • Employee Stock Purchase Plan

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.

This position will support Banking Centers within the District. May require working occasional Saturdays.

Position Responsibilities :

Marketing Activities :

  • Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
  • Complete assigned daily planning activities.
  • Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
  • Act as a digital ambassador to transition customers to digital solutions.
  • Initiate quality financial wellness conversations to add value to customers relationships.
  • Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
  • Assist in community awareness events to increase bank outreach and foster new business relationships.
  • Effective utilization of converge for customer relationship management.
  • Operational Risk :

  • Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
  • Ensure compliance and completion of necessary compliance related training.
  • Impact the operational and risk activities and related results for the RB role within the Banking Center.
  • Adhere to all Banking Center Risk Assessment and Compliance Standards.
  • Control and mitigate losses by following policies and procedures.
  • Customer Experience Management :

  • Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
  • Lead and oversee banking center activities in the absence of Banking Manager.
  • Consistently assess needs and add value to customers and prospects.
  • Educate and fulfill customer requests, routine and complex.
  • Resolve customer complaints.
  • Maintain and add value to deepen existing relationships.
  • Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
  • Must successfully complete Comerica Platform Training Program.
  • Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
  • Perform routine Teller transactions as needed.
  • Maintain customer confidence and protects bank operations by keeping information confidential.
  • Partnership :

  • Consistently impact the efforts that improve Banking Center Collaboration.
  • Identify opportunities to add value to customers by introducing them to partners.