- Bank of America (Cupertino, CA)
- Relationship Banker - Peninsula South area Cupertino, California;Cupertino, California; Palo Alto, California; Sunnyvale, California; Redwood City, California; ... Mountain View, California **Job Description:** At Bank of America, we are guided by a common...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- Bank of America (San Jose, CA)
- Small Business Banker San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Comerica (Menlo Park, CA)
- Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO), Paid ... * Retirement Plan * Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- JPMorgan Chase (Sunnyvale, CA)
- …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 ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- Robert Half Office Team (Palo Alto, CA)
- …service delivery, and identifying opportunities to deepen client engagement with the bank 's products and services. This role requires a strategic thinker with strong ... of banking operations and financial services. Key Responsibilities: Client Relationship Management: + Develop and maintain strong relationships with high-value… more
- BMO Financial Group (San Jose, 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 ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...an exceptional customer experience. + A focus on results, relationship management and the ability to thrive in a… more
- BMO Financial Group (Fremont, 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 ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… more
- Morgan Stanley (San Jose, CA)
- …retirement and trust services. We are seeking a high potential candidate ("Associate Private Banker " or "APB") to join our National Sales Team in the Private Banking ... Group. The Associate Private Banker will provide product and service support for the...years of experience with an investment, commercial or private bank * 2 years of client service, business development… 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...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Citizens (Menlo Park, CA)
- Description Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking ... experience to clients that results in long-term client loyalty. As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team… more
- JPMorgan Chase (San Jose, CA)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER SENIOR, Commercial Banking:** **_Hybrid Schedule, San Francisco or San Jose, CA._** **WHAT IS THE OPPORTUNITY?** Develops and manages ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (Sunnyvale, CA)
- …financial health and advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - ... ** RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- Bank of America (San Jose, CA)
- Business Banking Relationship Manager/Senior Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- BMO Financial Group (Fremont, 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 ... this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. + Develops and executes a market business plan, including sales strategies,… more
- City National Bank (San Jose, CA)
- …position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within the ... and implementation of banking services. Passes off prospects to Relationship Managers per Bank 's segmentation policy, after the deal is closed. Remains alert… more
- Bank of America (San Jose, CA)
- …Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (Sunnyvale, CA)
- …- Consumer Investments- De Anza Square Financial Center Sunnyvale, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- JPMorgan Chase (Santa Clara, CA)
- …role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker ,...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- Bank of America (San Jose, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more