- Umpqua Bank (San Jose, CA)
- Personal Banker I Retail Banking Group San Jose, 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 (Watsonville, CA)
- …career" in the US **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Wells Fargo (Newark, 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
- Robert Half Office Team (Palo Alto, CA)
- Description Job Description: We are searching for an experienced Personal Banker , specializing in managing relationships with High-Net-Worth Individuals (HNWI) ... and rendering professional financial services. As our personal banker , you will be responsible for providing financial advice and managing banking relationships… more
- PNC (Redwood City, 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
- Banc of California (Menlo Park, CA)
- …of staff and will work with the team to reach budgeted financial goals. The Banker will work to market the Bank and develop relationships with venture capital ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...housing, and more. **JOB SUMMARY:** The Senior Vice President, Banker is primarily accountable for developing the most significant… more
- 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
- JPMorgan Chase (Cupertino, 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
- BMO Financial Group (Redwood City, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... / opportunities through proactive outreach to branch-managed small business clients, personal prospects from business banking, and other selected personal … more
- BMO Financial Group (Campbell, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with… more
- JPMorgan Chase (San Jose, 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
- BMO Financial Group (San Jose, CA)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- BMO Financial Group (Palo Alto, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- City National Bank (San Jose, 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 (San Jose, 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
- City National Bank (Palo Alto, CA)
- …relationships with prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects consistent with the ... credit culture of the bank . Is pro-actively identifying and working with customers to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- 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
- City National Bank (Palo Alto, CA)
- …deeper understanding of the Technology environment and focus on helping them grow the Bank 's market share in the sector for each line of business. This individual ... Act as the "Technology expert" who effectively represents the bank to potential new clients and those who can...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- PNC (Sunnyvale, CA)
- …to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Sunnyvale, CA. ... and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and… more
- Anywhere Real Estate (San Jose, CA)
- …+ Welcomes customer serving as their initial point of contact, verifies personal information, and provides introductory documentation to initiate access to the ... 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