- 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 (Pleasanton, 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 (Alamo, 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
- 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 (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 (Fremont, 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 (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 ... 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 (Tracy, 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 (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
- 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 Jose, 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...area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This… more
- Bank of America (San Jose, 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...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Bank of America (San Jose, 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...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… 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...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Antioch, 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
- Bank of America (San Jose, 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...growth of our business and the communities we serve. Bank of America and its affiliates consider for employment… 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
- Anywhere Real Estate (San Jose, CA)
- …fundamentals + Strong quantitative and qualitative analytic skills + Desire for personal and professional development + Ability to multi-task in a fast-paced ... 56,000 independent sales agents come from our leading brands including Coldwell Banker (R), Sotheby's International Realty(R), and The Corcoran Group(R), as well as… more
- Anywhere Real Estate (San Jose, CA)
- …3 years of sales experience (preferable from a call center environment) + Personal Lines Insurance license or the Property and Casualty Insurance Licenses (or ... provide consumers with a seamless transaction experience. An independent provider of personal lines of insurance, the team works with national and regional insurance… more
- Anywhere Real Estate (San Jose, CA)
- …Analyst (mentee) in developing skills and knowledge that will improve leadership and personal growth. Analysts are also paired with a junior mentor (Finance buddy), ... 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