- Zions Bancorporation (Fremont, CA)
- …Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a ** Branch Relationship Banker (Personal Banker )** to provide top ... Associates at California Bank & Trust work in a relationship...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more
- JPMorgan Chase (Cupertino, CA)
- …by 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 ... affluent clients as well as other customers in the Branch . You will manage their complete banking relationship...to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in… more
- US Bank (San Jose, CA)
- …to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Proven customer ... At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Arbor Bank (Oakland, CA)
- Arbor BankPERSONAL BANKER 301 Oakland Ave. Oakland, IA 51560 Salary:40,000.00 - 50,000.00 USD / YEAR Job Title: Personal Banker Reports to: Deposit Manager ... 8:00 am to 12:00 pm(as needed) Summary Description Personal Banker is responsible for providing services by developing, managing,...office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purpose… more
- JPMorgan Chase (San Jose, CA)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch , you will represent our ... needs and make their lives easier, contributing to the success of the branch . **Job responsibilities** + Put clients first and exceed their expectations - deliver… more
- BMO Financial Group (San Leandro, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...as a key member of a collaborative and versatile branch and market team. + Probes to understand customer… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Business Banker (LO) in Consumer and Business Banking. As a Business Banker (SAFE) you will be responsible for ... branded, client-centric experience that drives growth and positions the bank as a trusted partner + Understand and offer...banking channels to support business owners to gain entire relationship + Partner with Relationship Managers and… more
- BMO Financial Group (Menlo Park, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer ... to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and...Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available… more
- BMO Financial Group (San Jose, CA)
- …community involvement and participates in community activities. + Maintains a high-touch relationship with key branch customers and prospects within the market. ... in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will...with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating… more
- Bank of America (Palo Alto, CA)
- …the branch Operations Department to meet and exceed the bank 's client service expectations and operational excellence goals **Managerial Responsibilities:** This ... Merrill Market Client Relationship Manager Palo Alto, California **To proceed with...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Citigroup (Fremont, CA)
- …set to achieve personal/ branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's ... The Branch Manager SAFE Act is a senior management...branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning… 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 ... legal guidelines. + In depth/Expert knowledge of retail products and retail branch networks. + **Presentation skills and time management** - In-depth/Expert. +… more
- BMO Financial Group (San Jose, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to...solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product… more
- Arbor Bank (Oakland, CA)
- …accuracy, neatness and thoroughness of the work assigned. Travel-none Company Summary -Arbor Bank employs nearly 150 individuals across 5 branch offices and is ... works with bankers and office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purposes of providing customer service, … more
- Zions Bancorporation (Oakland, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a **Private Bank Relationship Manager** in **Oakland, CA.** This role acts as the principal ... Associates at California Bank & Trust work in a relationship...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more
- HSBC (Cupertino, CA)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Cupertino, CA, US, 95014 Work style: Office Worker Date: 13 Dec ... communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship...And we want you to help us build the bank of the future! Your final fixed pay offer… more
- Anywhere Real Estate (San Jose, CA)
- …+ Cultivate and maintain strong relationships with Referral Network members and Coldwell Banker branch offices to drive engagement, loyalty, and long-term value. ... + Communicate effectively across all channels, balancing responsiveness with relationship -building in a high-volume, fast-paced environment. Qualifications: + High… more
- Zions Bancorporation (Fremont, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- BMO Financial Group (San Jose, CA)
- …business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to ... banking products (eg personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship … more
- JPMorgan Chase (Oakland, CA)
- …and families. You have a passion for uplifting the community where the community branch is located. Your expertise will support a wide range of clients, from those ... support your teammates' success and the goals of the bank , while fostering a culture of diversity and inclusion...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more