- Columbia Bank (Antioch, CA)
- **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They ... and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending… more
- Bank of America (Pleasant Hill, CA)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dublin/Relationship- Banker \_25042877-2) **Job Description:** At Bank of ... Relationship Banker - Diablo Market Dublin, California;San Ramon, California;...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- JPMorgan Chase (Fairfield, CA)
- …the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put… more
- Comerica (Walnut Creek, CA)
- …(Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement 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...banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization… more
- BMO Financial Group (Walnut Creek, CA)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... with legal and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and ethical requirements. +… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Wealth-Management-Client- Associate \_25048205) **Job Description:** Merrill Wealth Management is a leading… more
- US Bank (Walnut Creek, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Columbia Bank (Napa, CA)
- …the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for attaining established growth ... (% business vs. consumer accounts), in addition to the associate 's skill set. + Leads, manages and coaches ...closely with cross-functional leaders within Retail and across the bank to provide meaningful client solutions in line with… more
- Columbia Bank (Napa, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...You:** + High School Diploma or GED, required. + Associate 's or Bachelor's, Vocational, or Technical Degree in banking,… more
- Columbia Bank (Concord, CA)
- …for most clients, the Teller plays a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant ... transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. + Always performs teller transactions and… more
- Columbia Bank (Walnut Creek, CA)
- …and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales ... follow up and resolution ofproblems;billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner… more
- Columbia Bank (Walnut Creek, CA)
- …Role:** + The Relationship Manager plays a key role in expanding Columbia Bank 's Healthcare Banking platform. You'll focus on serving the financial needs of ... and Credit Administration to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include… more
- Columbia Bank (Walnut Creek, CA)
- …order to provide comprehensive financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies. + High level of ... to identify and offer qualified referrals. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more
- Columbia Bank (Walnut Creek, CA)
- …in conformance with operating procedure guidelines. + Remain up to date on Bank and CRED underwriting procedures and identify exceptions to policy or guidelines. + ... Demonstrates compliance with all bank regulations for assigned job function and applies to...a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more
- Columbia Bank (Walnut Creek, CA)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… more
- Columbia Bank (Walnut Creek, CA)
- …to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or… more
- Columbia Bank (Walnut Creek, CA)
- …Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank , and this individual should be integrated into their community as a go-to ... or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering… more
- Columbia Bank (Walnut Creek, CA)
- …a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, ... to work at least thirty hours weekly. **Our Commitment to Diversity:** Columbia Bank is an equal opportunity and affirmative action employer committed to employing,… more
- Robert Half Finance & Accounting (Dublin, CA)
- …partners, assist with audits, drive automation initiatives, and help mentor associate team members. What You'll Do + Apply relevant technical accounting ... standards to new and existing products + Execute month‑end close activities, including journal entries and variance analysis + Prepare financial analyses and reporting for senior leadership + Draft and support technical accounting memos and documentation +… more
- JPMorgan Chase (Lafayette, CA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT...Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank , NA are affiliated companies under the common control… more