- BMO Financial Group (Pleasanton, 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 (Walnut Creek, CA)
- *RELATIONSHIP MANAGER Commercial Bank : San Francisco, San Jose, or Walnut Creek - hybrid schedule, 3 days in office* WHAT IS THE OPPORTUNITY? Develops and ... relationships with prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects consistent with the… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... especially exciting time to join our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based regional bank with… more
- Bank of America (San Jose, CA)
- Business Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth m anagement and investment ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...focused and effective. Join us! **Job Description:** The Business Manager role is a key contributor to a Financial… more
- Bank of America (San Jose, CA)
- Business Banking Sr Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...on the various roles in our organization. Working at Bank of America will give you a great career… more
- City National Bank (San Jose, CA)
- *RELATIONSHIP MANAGER II* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients...authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations,… more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...growth of our business and the communities we serve. Bank of America and its affiliates consider for employment… more
- US Bank (Tracy, CA)
- At US Bank , we're on a journey to do our best....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to ... members provide an excellent customer experience reflective of US Bank culture and core values. The primary duty of...local market/community to identify the needs and promote US Bank products and services. This position requires National Mortgage… more
- City National Bank (Oakland, CA)
- * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of ... the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful...promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the… more
- City National Bank (Walnut Creek, CA)
- *CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client ... monitoring, and related documents are received in a timely manner. * Ensure the bank has a current Investment Policy Statement that is aligned with the client's… more
- Umpqua Bank (Walnut Creek, CA)
- …Underwriter Commercial Banking Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...key business and financial risks allowing CSMs and Relationship Manager to derive conclusions, structure loans and support the… more
- City National Bank (Walnut Creek, CA)
- …problems and take appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business consumer lending requests by ... * Respond timely and accurately to inquiries from the Bank 's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's...existing clients to the Private Banker or Private Banker Manager . *Must-Have** * HS Diploma * Minimum 7 years… more
- Umpqua Bank (Walnut Creek, CA)
- …I Retail Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...business partners. + Beginning to back up the Assistant Manager with operational duties and tasks. + Other responsibilities… more
- Umpqua Bank (San Jose, CA)
- …Underwriter, Sr Commercial Banking San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May oversee… more
- BMO Financial Group (San Ramon, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (San Jose, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (San Lorenzo, CA)
- …understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the...EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San ... as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In… more
- Comerica (San Jose, CA)
- Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the ... relationships and manage with courage. Position Responsibilities: * Increase the Bank 's profitability by cultivating new business relationships. * Maintain and… more
- BMO Financial Group (San Ramon, CA)
- …types of credit information to support lending decisions and processes for the bank . Maintains and promotes a client service environment to satisfy and exceed ... in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. + Establishes cross-selling initiatives to increase… more