- CBRE (Walnut Creek, CA)
- Project Manager - Retail Bank Projects Job ID 195611 Posted 26-Nov-2024 Service line GWS Segment Role type Full-time Areas of Interest Construction, Project ... America, Walnut Creek - California - United States of America **Project Manager -Retail Bank Preservation Program** **About the role** The Project Manager … more
- BMO Financial Group (Hayward, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- City National Bank (Walnut Creek, CA)
- …all Bank lending policies and regulations. Confer with the Credit Manager and appropriate Bank personnel regarding new/existing lending requirements and ... credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to inquiries from internal and external...regulations. Act in accordance with Bank 's credit culture and strategies. *Managerial* * Manage workflow… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, 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 Jose, CA)
- Business Banking Sr Relationship Manager - Silicon Valley, CA San Jose, 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...on the various roles in our organization. Working at Bank of America will give you a great career… more
- City National Bank (Palo Alto, CA)
- *RELATIONSHIP MANAGER TECH* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic ... relationships with prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects consistent with the… more
- City National Bank (Sunnyvale, CA)
- *RELATIONSHIP MANAGER I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients...authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations,… more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- US Bank (San Jose, CA)
- At US Bank , we're on a journey to do our best....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to ... client's unique goals and needs. + Bring new business clients to the bank through strong business development and prospecting. + Have advanced knowledge of business… 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 of ... the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful...promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the… more
- City National Bank (Walnut Creek, CA)
- *CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client ... monitoring, and related documents are received in a timely manner. * Ensure the bank has a current Investment Policy Statement that is aligned with the client's… more
- City National Bank (Sunnyvale, CA)
- *CLIENT OFFICER* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities ... schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development...integrity of the branch as defined by management and bank policy. This colleague understands and is able to… more
- Umpqua Bank (San Jose, CA)
- …I Retail Banking Group San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers ... 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
- 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...CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May oversee… more
- City National Bank (Walnut Creek, CA)
- …problems and take appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business consumer lending requests by ... * Respond timely and accurately to inquiries from the Bank 's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's...existing clients to the Private Banker or Private Banker Manager . *Must-Have** * HS Diploma * Minimum 7 years… more
- Umpqua Bank (Walnut Creek, CA)
- …I Retail Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...business partners. + Beginning to back up the Assistant Manager with operational duties and tasks. + Other responsibilities… more
- Bank of America (Palo Alto, CA)
- Admin Assistant Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- BMO Financial Group (San Ramon, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (San Lorenzo, CA)
- …understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the...EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all… 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 ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...Excellence Awards. We are looking for a Business Center Manager with strong commercial lending and credit experience within… more