- Umpqua Bank (Walnut Creek, CA)
- Personal Banker I Retail Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** The Personal Banker is responsible for delivering an… more
- City National Bank (Walnut Creek, CA)
- *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Umpqua Bank (Vacaville, CA)
- Relationship Banker Retail Banking Group Vacaville, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... especially exciting time to join our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based regional bank with… more
- Wells Fargo (Livermore, CA)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- Wells Fargo (Alamo, CA)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- PNC (Livermore, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships ... sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial… more
- Citigroup (Dublin, 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 ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- City National Bank (Walnut Creek, CA)
- …Bank such as Wealth Management, International, Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... problems and take appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business consumer lending requests by… more
- City National Bank (Walnut Creek, CA)
- …good standing under the Safe Act. What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and resources, ... meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full spectrum of the...the 360 reviews. * Deliver a high degree of personal contact and open communication among clients and internal… more
- Bank of America (Walnut Creek, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- City National Bank (Walnut Creek, CA)
- …and/or or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and appropriate ... Bank personnel regarding new/existing lending requirements and regulations. Act...industries, collateral issues and values, loan structuring and guarantor personal financial statements and tax returns. * Supervisory experience… more
- PNC (Walnut Creek, CA)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose or Walnut Creek, ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- BMO Financial Group (Vacaville, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… more
- BMO Financial Group (San Ramon, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned to BMO purpose, ... retention and acquisition objectives. + Probes to understand customer personal banking and credit card needs and integrates marketing...maintains a network in the community to enhance the Bank 's visibility and builds a strong referral source for… more
- Citigroup (San Ramon, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Citigroup (Pleasant Hill, CA)
- …bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …key aspects of accounting, including Account Reconciliation, Balance Sheet Reconciliation, and Bank Reconciliations. As a Sr. Accountant, you will be expected to use ... sheet reconciliation tasks, ensuring all financial data aligns. * Conduct bank reconciliations, verifying and rectifying any discrepancies. * Manage the general… more
- Citigroup (Dublin, CA)
- …clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and ... security of client and bank assets + Ensure all client needs are met...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- Robert Half Accountemps (Pleasanton, CA)
- …records. + Accounts Payable/Receivable: Process invoices, payments, and collections. + Bank Reconciliations: Reconcile bank statements to ensure accuracy. + ... compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off… more
- Principal Financial Group (Walnut Creek, CA)
- …office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. ... or more in the financial services industry with experience in personal markets, retirement planning, and educating participants. + Bilingual in Spanish/English,… more