- Penske (San Leandro, CA)
- …and communication to internal and external customers. This position will support the branch financial manager by providing guidance and information that ... and process paperwork for new hires. * Projects and tasks as assigned by Branch Financial Manager and District Financial Manager . **Qualifications:**… more
- Wells Fargo (Pleasant Hill, CA)
- …completion and been placed into a branch . Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt ... Associate Branch Manager (ABM) or exempt ...Associate Branch Manager (ABM) or exempt Branch ...escalation procedures, and managing the allocation of people and financial resources for the branch . **In this… 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 ... branch . As a leader & coach, the Branch Manager will enable their direct reports...relationship management perspective, will assist clients to meet their financial needs, providing sound financial advice and… more
- Charles Schwab (San Ramon, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the ... In collaboration with, and under the guidance of, the Branch Manager , you will develop and implement...they work directly with our clients to achieve their financial goals. As an ABM, you are on a… more
- Citigroup (Oakland, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and ... and implement/execute coaching plan to develop employee's skill set to achieve personal/ branch goals + Develop and execute integrated sales, relationship, and credit… more
- Citigroup (Berkeley, CA)
- The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an ... the direct management of individuals and sales teams. **Responsibilities:** + Administer branch sales, service, control and management of human resources + Manage… more
- JPMorgan Chase (San Rafael, CA)
- …Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager , branch employees and One Chase colleagues to ensure ... providing an exceptional customer experience, and working with the Branch Manager to set the tone in...Branch Operations Lead role Chase is a leading financial services firm, helping nearly half of America's households… more
- Robert Half-Robert Half Corporate (Oakland, CA)
- **JOB REQUISITION** Branch Director (Legal) **LOCATION** CA OAKLAND **JOB DESCRIPTION** **Job Summary** As a ** Branch Director,** you will oversee multiple ... Practice Director for one practice group. Motivates and provides direction to all branch employees. The Branch Director is responsible for incremental branch… more
- Zions Bancorporation (Oakland, CA)
- …assigned branches throughout the Northern California branches region by acting as a temporary Branch Service Manager . + Responsible to open and close branch , ... employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families,...for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped… more
- White Cap (Livermore, CA)
- …commitment. **Job Summary** Direct all sales and operations activities for a branch location. Responsible for the execution of sales strategy. Develop customer ... management procedures. + Ensures appropriate staffing levels to meet service, financial , and operational support demands. Effectively utilizes training programs to… more
- Wells Fargo (Orinda, CA)
- …procedures and products, as well as partners across the organization + Support the Branch manager in operational tasks and scheduling + Resolve issues related to ... US **About this role:** Wells Fargo is seeking a Branch Operations Coordinator for our National Branch ...transactions + Identify information and services to meet customers financial needs + Motivate a diverse team to achieve… more
- BMO Financial Group (Benicia, CA)
- …growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new ... relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. +… more
- BrightView (Walnut Creek, CA)
- …as needed. + Manage service delivery to specified scope of work. + Ensure branch financial goals met by maintaining acceptable gross margins for both base ... contract work and ancillary services. + Participate in branch meetings and assist Senior Account Manager in overall leadership of Client Service Team + Maintain… more
- Citigroup (San Lorenzo, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + ... The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- BrightView (Livermore, CA)
- …for new and existing clients, maintaining acceptable gross margins that support the branch 's financial goals + Operations: + Assisting in overall leadership of ... to be your brightest. We're looking for an Account Manager . Can you picture yourself here? Here's what you'd...the branch + Maintaining satisfactory accounts receivable levels + Coordinating… more
- JPMorgan Chase (Walnut Creek, CA)
- If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for ... you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA ... a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936,...Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our… more
- BMO Financial Group (Walnut Creek, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- Graybar (Dublin, CA)
- Become part of the excitement. The Manager Electrical Business in Dublin, CA leads a team of sales professionals across five branch locations focused on the ... + Knowledge of the Company's policies and procedures + Knowledge of financial analysis methods and techniques + Knowledge of continuous improvement techniques and… more
- BMO Financial Group (Castro Valley, CA)
- …and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works ... collaboratively within the branch and with BMO partners to deliver the desired...their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and… more