- Umpqua Bank (Walnut Creek, CA)
- Personal Banker I Retail Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... 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
- City National Bank (Walnut Creek, CA)
- *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Wells Fargo (Dublin, 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 (Dublin, 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 (Castro Valley, 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
- 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 ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing the most significant… more
- PNC (Tracy, 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
- Citigroup (Oakland, 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 (San Leandro, 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 (Menlo Park, 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
- BMO Financial Group (Oakland, 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
- City National Bank (Walnut Creek, CA)
- …Bank such as Wealth Management, International, Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... problems and take appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business consumer lending requests by… more
- City National Bank (Walnut Creek, CA)
- …good standing under the Safe Act. What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and resources, ... meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full spectrum of the...the 360 reviews. * Deliver a high degree of personal contact and open communication among clients and internal… more
- 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 (San Jose, CA)
- …II* 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
- 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...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Pleasanton, 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 (San Leandro, 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...a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach… more
- Umpqua Bank (Walnut Creek, CA)
- …California Walnut Creek, California Roseville, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Walnut Creek, CA)
- …Oregon Walnut Creek, California Roseville, 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...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more