• Retail Business Banker

    Umpqua Bank (San Jose, CA)
    Retail Business Banker Retail Banking Group San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... In this role, you will serve as the business banker for new and existing small to medium size...new clients to enhance client's initial experience with Umpqua Bank . + Develop revenue-generating client relationships by calling on… more
    Umpqua Bank (02/22/25)
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  • Personal Banker Almaden Valley

    Wells Fargo (San Jose, 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 (03/19/25)
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  • Personal Banker Peninsula Gateway

    Wells Fargo (Cupertino, 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 (03/04/25)
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  • Personal Banker

    PNC (Campbell, 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
    PNC (03/04/25)
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  • Personal Banker SAFE Act - Alum…

    Citigroup (San Jose, 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
    Citigroup (03/04/25)
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  • Citi Wealth at Work - Law Firm Group - Associate…

    Citigroup (Palo Alto, CA)
    The Associate Banker SAFE Act LO is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... and effectiveness of the sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to… more
    Citigroup (01/16/25)
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  • Part Time Associate Banker North San Jose…

    JPMorgan Chase (Santa Clara, 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
    JPMorgan Chase (03/16/25)
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  • Sr Premier Relationship Banker

    BMO Financial Group (Morgan Hill, 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 (02/07/25)
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  • Relationship Banker - Silicon Valley Market

    JPMorgan Chase (Cupertino, CA)
    …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding… more
    JPMorgan Chase (02/24/25)
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  • Relationship Manager I

    City National Bank (Palo Alto, CA)
    …I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the ... intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
    City National Bank (03/15/25)
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  • Wealth Management Client Associate

    Bank of America (Palo Alto, 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...and evolving responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence +… more
    Bank of America (03/08/25)
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  • Wealth Management Client Associate

    Bank of America (San Jose, 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...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
    Bank of America (03/05/25)
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  • Special Assets Officer

    Umpqua Bank (San Jose, CA)
    …within assigned approval limits while maintaining risk exposure consistent with bank loan quality guidelines. Monitors quality and performance of portfolio(s) and ... advises line partners on strategies to protect bank capital, Develops partnerships with other business line leaders...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
    Umpqua Bank (02/07/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (San Jose, 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...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
    Bank of America (01/08/25)
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  • Merrill Financial Solutions Advisor - Silicon…

    Bank of America (San Jose, 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
    Bank of America (01/08/25)
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  • Relationship Manager - EGP

    Bank of America (San Jose, 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...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
    Bank of America (01/31/25)
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  • Wealth Management Specialist - NR

    Bank of America (Palo Alto, 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...shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment… more
    Bank of America (02/12/25)
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  • Senior Relationship Strategist - PNC Private…

    PNC (San Jose, 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
    PNC (12/28/24)
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  • Preferred Banking RM

    City National Bank (San Jose, CA)
    *PREFERRED BANKING RM* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and ... partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to… more
    City National Bank (01/11/25)
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  • Analyst FLP - US Based Remote

    Anywhere Real Estate (San Jose, CA)
    …Analyst (mentee) in developing skills and knowledge that will improve leadership and personal growth. Analysts are also paired with a junior mentor (Finance buddy), ... Real Estate (https://www.bhgre.com/) , Century 21(R) (https://www.century21.com/) , Coldwell Banker (R) (https://www.coldwellbanker.com/) , Coldwell Banker Commercial(R) (https://www.cbcworldwide.com/)… more
    Anywhere Real Estate (02/18/25)
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