- Creative Financial Staffing (Mountain View, CA)
- …for cross-selling and for client asset protection issues. Downloading data from brokerage, bank and credit card accounts online into GL System for efficient and ... disbursements for accuracy in payment and coding Perform monthly account and bank reconciliations to ensure accuracy of records, reviewing same work when staff… more
- 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
- Umpqua Bank (San Francisco, CA)
- Relationship Banker Retail Banking Group San Francisco, 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 Francisco, CA)
- Senior Banker - bilingual Mandarin/Cantonese required San Francisco, 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...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Bank of America (Concord, CA)
- Senior Banker - Concord Main Financial Center Concord, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Wells Fargo (Vallejo, 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 (Oakland, 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 (Belvedere, CA)
- …in the US **About this role:** Wells Fargo is seeking a Military Veteran Associate Personal Banker (SAFE) in 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
- Robert Half Office Team (Palo Alto, CA)
- Description Job Description: We are searching for an experienced Personal Banker , specializing in managing relationships with High-Net-Worth Individuals (HNWI) ... and rendering professional financial services. As our personal banker , you will be responsible for providing financial advice and managing banking relationships… more
- PNC (Redwood City, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker , you will strengthen customer relationships with a defined sales ... process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial solutions.… 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 ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...housing, and more. **JOB SUMMARY:** The Senior Vice President, Banker is primarily accountable for developing the most significant… more
- Citigroup (San Francisco, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… 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
- Citigroup (San Francisco, CA)
- The Senior Business Banker (Sr. BB) is responsible for managing and retaining Citibank's business relationships greater than $1MM and/or specialty needs. The Senior ... Business Banker will help customers with Deposits, Cash Management, Credit,...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- Citigroup (San Francisco, CA)
- The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate… more
- JPMorgan Chase (San Rafael, CA)
- As a Part Time Associate Banker within our Marin / Napa branch, you will be instrumental in providing exceptional customer experiences and building enduring ... technology in a professional, team-oriented environment. In addition to traditional bank teller responsibilities , our Associate Bankers contribute significantly to… more
- JPMorgan Chase (Oakland, 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 ... devices 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
- JPMorgan Chase (San Francisco, 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 ... devices 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 Francisco, 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
- JPMorgan Chase (Oakland, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding… more
