- 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 (Petaluma, 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
- Bank of America (San Rafael, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Rafael/Senior- Banker Smith-Ranch-Financial-Center\_25048607-2) **Job Description:** ... Senior Banker - Smith Ranch Financial Center San Rafael,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- City National Bank (San Francisco, CA)
- *PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. * Profile across the… more
- Wells Fargo (Richmond, CA)
- …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 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 (San Anselmo, 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 (San Francisco, CA)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… more
- Citigroup (San Rafael, 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 Rafael, 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 (Mill Valley, 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
- Wells Fargo (San Francisco, CA)
- The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, ... . **About this role:** Wells Fargo is seeking a Lead Investment Banker , Vice President to join the Technology, Media, and Telecommunications (TMT) Group.… more
- BMO Financial Group (San Francisco, 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 (San Francisco, 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
- Columbia Bank (Petaluma, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- City National Bank (San Francisco, CA)
- …I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the ... intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- BMO Financial Group (San Francisco, 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
- Bank of America (San Francisco, 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
- City National Bank (San Francisco, CA)
- …conferred. Develop investment strategy with the assistance of the Bank 's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, ... * Assure that trust policies, programs and procedures coincide with division and bank objectives * Stay abreast of new developments pertaining to trust regulation,… 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
- Bank of America (San Francisco, 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...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more