- Citigroup (Palo Alto, 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:** + Assist the Banker in the creation of sales and marketing strategies designed to generate… more
- Columbia Bank (Antioch, CA)
- **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They ... and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending… more
- Bank of America (Dublin, CA)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dublin/Relationship- Banker \_25042877-2) **Job Description:** At Bank of ... Relationship Banker - Diablo Market Dublin, California;San Ramon, California;...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Fremont, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fremont/Relationship- Banker East-Bay-South\_25043249-1) **Job Description:** At ... Relationship Banker - East Bay South Fremont, California **To...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Milpitas, CA)
- …be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Milpitas/Senior- Banker \_25043826) **Job Description:** At Bank of ... Senior Banker Milpitas, California;San Jose, California; San Jose, California;...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Wells Fargo (Mountain View, CA)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of ... 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
- JPMorgan Chase (Santa Clara, CA)
- …the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put… more
- Comerica (San Jose, CA)
- …(Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan The Relationship Banker is responsible for contributing to the overall success of a ... Retail Banking Center(s) by committing to banker -readiness to be viewed as a trusted resource for...banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization… more
- BMO Financial Group (Dublin, CA)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... with legal and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and ethical requirements. +… 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 best ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- Bank of America (San Jose, CA)
- Advisor Development Program Client Associate San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/Advisor-Development-Program-Client- Associate \_25045515-1) **Job Description:** **Advisor Development Program Client Associate… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Wealth-Management-Client- Associate \_25048205) **Job Description:** Merrill Wealth Management is a leading… more
- US Bank (Walnut Creek, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (Palo Alto, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palo-Alto/Wealth-Management-Client- Associate \_25035842) **Job Description:** At ... Wealth Management Client Associate Palo Alto, California **To proceed with your...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Columbia Bank (Walnut Creek, CA)
- …for most clients, the Teller plays a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant ... transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. + Always performs teller transactions and… more
- Columbia Bank (Walnut Creek, CA)
- …and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales ... follow up and resolution ofproblems;billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner… more
- Columbia Bank (San Jose, CA)
- …Role:** + The Relationship Manager plays a key role in expanding Columbia Bank 's Healthcare Banking platform. You'll focus on serving the financial needs of ... and Credit Administration to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include… more
- Columbia Bank (San Jose, CA)
- …order to provide comprehensive financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies. + High level of ... to identify and offer qualified referrals. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more
- Columbia Bank (San Jose, CA)
- …Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank , and this individual should be integrated into their community as a go-to ... or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering… more
- Columbia Bank (San Jose, CA)
- **About the Role:** The Relationship Development Manager supports the Bank 's goal of becoming a high-performing bank , recognized as The Business Bank of ... the growth and differentiated client experience initiatives of our HOA teams and bank . + Demonstrates compliance with all bank regulations for assigned job… more