- Creative Financial Staffing (Mountain View, CA)
- …for cross-selling and for client asset protection issues. Downloading data from brokerage, bank and credit card accounts online into GL System for efficient and ... disbursements for accuracy in payment and coding Perform monthly account and bank reconciliations to ensure accuracy of records, reviewing same work when staff… more
- City National Bank (Burlingame, CA)
- **RELATIONSHIP BANKER SR** **WHAT IS THE OPPORTUNITY?** This position is responsible for contributing to overall branch sales efforts, maintaining best in class ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Wells Fargo (Newark, CA)
- …package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the ... 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 (Watsonville, CA)
- …package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the ... 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 Mateo, CA)
- …package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the ... 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 Jose, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the ... 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
- PNC (Sunnyvale, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships ... sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial… more
- Banc of California (Menlo Park, CA)
- …of staff and will work with the team to reach budgeted financial goals. The Banker will work to market the Bank and develop relationships with venture capital ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...housing, and more. **JOB SUMMARY:** The Senior Vice President, Banker is primarily accountable for developing the most significant… more
- Citigroup (San Jose, 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 Jose, CA)
- The Senior Business Banker (Sr. BB) is responsible for managing and retaining Citibank's business relationships greater than $1MM and/or specialty needs. The Senior ... Business Banker will help customers with Deposits, Cash Management, Credit,...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- JPMorgan Chase (Santa Clara, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- JPMorgan Chase (Santa Cruz, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills * 6+ months of… more
- BMO Financial Group (Union City, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... 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… more
- JPMorgan Chase (San Jose, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding… more
- City National Bank (Sunnyvale, 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
- City National Bank (San Jose, CA)
- …relationships with prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects consistent with the ... credit culture of the bank . Is pro-actively identifying and working with customers to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Umpqua Bank (San Jose, CA)
- …Banking San Jose, California San Francisco, 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...corporate culture in all actions and words. + Take personal initiative and is a positive example for others… more
- Bank of America (San Jose, 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. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Citigroup (San Jose, CA)
- The Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an ... assigned territory, under the Business Bank , and ensuring a world-class customer experience for all...refer opportunities with monthly client and prospect contacts. * Banker to under understand complex products and services necessary… more
- JPMorgan Chase (Santa Clara, CA)
- …product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker , you will provide a ... you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio...products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal … more
