- Principal Financial Group (San Jose, CA)
- …office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. ... to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.… more
- Arup (Oakland, CA)
- …are owned in trust on behalf of our members, giving us the freedom, with personal responsibility, to set our own direction and choose work that aligns with our ... been used in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process. \#LI-AR2 DC2025 EOE-Protected… more
- Arup (Oakland, CA)
- …are owned in trust on behalf of our members, giving us the freedom, with personal responsibility, to set our own direction and choose work that aligns with our ... been used in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process. \#LI-nn1 EOE-Protected Veterans/Disability more
- Arup (Oakland, CA)
- …are owned in trust on behalf of our members, giving us the freedom, with personal responsibility, to set our own direction and choose work that aligns with our ... been used in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process. \#LI-NN1 EOE-Protected Veterans/Disability more
- 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
- 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. ... and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending… more
- Citigroup (Palo Alto, 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
- 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
- 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
- Wells Fargo (Pleasanton, CA)
- …in the US Join 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 (Mountain View, CA)
- …in the US Join 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
- Citigroup (Hayward, 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
- Zions Bancorporation (Fremont, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Branch Relationship Banker ( Personal Banker )** to provide top notch customer service to ... Associates at California Bank & Trust work in a relationship-centered culture...client services issues. + Resolve client concerns through direct personal action or by referring clients to an alternative… more
- Banc of California (Menlo Park, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Vice President, Banker is primarily accountable for developing new client relationships… more
- Citigroup (San Jose, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- Citigroup (Fremont, CA)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more
- BMO Financial Group (Menlo Park, 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 (Dublin, 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
- Enterprise Bank & Trust (San Jose, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...communication skills. + Excellent organizational skills. + Proficiency with personal computers and related software. + Work involves sitting,… 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
