- City National Bank (Walnut Creek, CA)
- * RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Dublin, CA)
- Relationship Banker - Dublin area Dublin, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... 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
- Bank of America (Pittsburg, CA)
- Relationship Banker - Pittsburg Area Pittsburg, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... 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
- Bank of America (Oakland, CA)
- Relationship Banker Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... 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
- Umpqua Bank (Walnut Creek, CA)
- Personal Banker I Retail Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- Bank of America (Oakland, CA)
- Small Business Banker - Oakland, CA Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... 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
- Comerica (San Ramon, CA)
- Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO), Paid ... * Retirement Plan * Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- BMO Financial Group (San Jose, 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 ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… more
- BMO Financial Group (Oakland, CA)
- …BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and… more
- City National Bank (Walnut Creek, CA)
- * RELATIONSHIP MANAGER Commercial Bank : San Francisco, San Jose, or Walnut Creek - hybrid schedule, 3 days in office* WHAT IS THE OPPORTUNITY? Develops and ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (San Jose, CA)
- …financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - ... * RELATIONSHIP MANAGER II* WHAT IS THE OPPORTUNITY? Responsible...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… 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 ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… 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 ... 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
- PNC (Walnut Creek, CA)
- …and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- City National Bank (Walnut Creek, CA)
- …Bank such as Wealth Management, International, Treasury Management, or to a Private Banker . Maintain complete knowledge of all bank products and services. * ... problems and take appropriate action necessary to avoid financial loss to the Bank . * Facilitate new deposit account and small business consumer lending requests by… more
- City National Bank (Walnut Creek, CA)
- …region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and ... Safe Act. What you will do * Support Private Banker in all areas of new business development by...especially the credit team when there is a borrowing relationship . * Ensure renewal, covenant monitoring, and related documents… more
- Umpqua Bank (Walnut Creek, CA)
- …Underwriter Commercial Banking Walnut Creek, 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...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- Umpqua Bank (San Jose, CA)
- …market environment and Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadow manage a ... Commercial Banking San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- Umpqua Bank (Walnut Creek, CA)
- …California Walnut Creek, California Roseville, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- Bank of America (Pleasanton, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more