- Umpqua Bank (Vacaville, CA)
- Personal Banker II Retail Banking Group Vacaville, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... 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 II helps clients achieve financial… more
- Umpqua Bank (Napa, CA)
- Personal Banker I Retail Banking Group Napa, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... 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
- Wells Fargo (San Rafael, 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 (Concord, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker ], you will strengthen customer relationships with a defined sales ... process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial solutions.… more
- Citigroup (Orinda, 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
- JPMorgan Chase (Sonoma, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… 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
- Umpqua Bank (Walnut Creek, CA)
- …policies, procedures, and systems. + May back up operational duties of the personal banker and/or assistant manager. + Building capabilities to identify ... Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+...our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based… more
- City National Bank (Walnut Creek, CA)
- …active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB ... prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with...NATIONAL We start with a basic premise: Business is personal . Since day one we've always gone further than… 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
- Umpqua Bank (Napa, CA)
- …for exceptional customer service, operational soundness, and generating revenue for the branch and Bank . + Act as back up to personal banking team to open ... Retail Banking Group Napa, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+...our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based… more
- City National Bank (Oakland, CA)
- …BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the...Key measures of success will include acquisition of new personal and new small business clients, deposit and fee… 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
- Interstate Blood Bank (Emeryville, CA)
- …plan and sales strategy by account and market that ensures attainment of personal and company revenue and profitability goals including a yearly projection for ... and product presentations. + Sets example for the business in areas of personal character, commitment, organizational and selling skills, and work habits. + Complies… more
- Anywhere Real Estate (San Rafael, CA)
- Field Marketing Specialist - Marin County Coldwell Banker Realty has been the #1 residential real estate brokerage in America for 24 years, and our 140 person plus ... real estate agents by helping them build their business using Coldwell Banker 's industry-leading programs and technology products. This position plays an important… more
- JPMorgan Chase (Oakland, CA)
- …product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker , you will provide a ... you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio...products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal … more
- BMO Financial Group (Concord, CA)
- As a Licensed Senior Premier Relationship Manager at BMO Bank , you will: + Enjoy the autonomy to proactively manage and build an assigned portfolio of clients across ... with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact...safeguarding procedures and applies due diligence in accordance with Bank 's policies and ethical standards for the prevention of… 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
- Marriott (Oakland, CA)
- …audit standards and cash handling procedures (eg, blind drops). Obtain assigned bank and ensure accuracy of contracted monies, obtaining change required for expected ... business level, and keeping bank secure at all times. Count bank ...and unsafe work conditions to manager. Ensure uniform and personal appearance are clean and professional, maintain confidentiality of… more