- Arbor Bank (Oakland, CA)
- …Ave. Oakland, IA 51560 Salary:40,000.00 - 50,000.00 USD / YEAR Job Title: Personal Banker Reports to: Deposit Manager Classification: Full Time, non-exempt ... Saturday: 8:00 am to 12:00 pm(as needed) Summary Description Personal Banker is responsible for providing services...office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purpose… 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
- BMO Financial Group (Fairfield, CA)
- …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 ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- BMO Financial Group (Walnut Creek, 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
- Bank of America (Walnut Creek, 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 ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Bank of America (Walnut Creek, 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. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- Bank of America (Walnut Creek, 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. Merrill is committed to an in-office...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- Arbor Bank (Oakland, CA)
- …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, ... + Greets customers, delivers prompt and efficient service and provides information about bank products and services. + Answers incoming phone calls and ensures that… more
- Comerica (Alameda, CA)
- …overall success of a Retail Banking Center(s) by committing to banker -readiness, processing all transactions accurately and efficiently, contributing to the ... at the end of their shift. Maintains customer confidence and protects bank operations by keeping information confidential. Resolve basic customer complaints. Impact… more
- BMO Financial Group (Orinda, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… more
- LTD Global (Livermore, CA)
- …The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes ... responsible for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured commercial loans,… more
- BMO Financial Group (San Ramon, CA)
- This position is a key member of the Bank 's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for ... proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the… more
- PNC (Walnut Creek, CA)
- …clients by maintaining highly effective relationships with service partners throughout the Bank . CSSs assists the deal team with providing superior client servicing, ... commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining… more
- Citigroup (Oakland, CA)
- …**Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them ... Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income,… more
- Citigroup (Pleasant Hill, CA)
- …clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and ... security of client and bank assets + Ensure all client needs are met...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- SF Fire Credit Union (San Francisco, CA)
- …Union, regardless of role or team. First, do they align with our values? Be Personal - Walk the Member/Employee Path Be a Leader - Empower, Collaborate, Own Be ... acumen + Solid understanding of accounting, valuation analysis, and bank regulation + Extensive knowledge and experience with financial...he/she sees as challenging, not fearful of acting + Personal Learning - Seeks feedback; Displays a high level… more
- BrightSpring Health Services (Walnut Creek, CA)
- …and resource recommendations that address patient's goals to achieve their personal , career, and independent living goals in the most integrated setting ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more
- A Bright Future, Inc. (Albany, CA)
- …We provide consistent leadership and on-the-job training to assist our employees with personal and career growth and development. We also encourage all managers and ... assist with medications. Prepare meals, purchase food and provide personal assistance with general living needs. Personal ...if needed such as balancing checkbooks, going to the bank or helping the client to pay their bills.… more
- BrightSpring Health Services (Oakland, CA)
- …providing counseling and therapeutic interventions that help patients achieve personal , career, and independent living goals. + Someone who valuesautonomy,teamwork, ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more
- BrightSpring Health Services (Oakland, CA)
- …and resource recommendations that address patient's goals to achieve their personal , career, and independent living goals in the most integrated setting ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more