- Umpqua Bank (Napa, CA)
- Personal Banker - $500 Signing Bonus Retail Banking Group Napa, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- Wells Fargo (Novato, CA)
- …your career" in the 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
- PNC (Concord, 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
- 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
- JPMorgan Chase (San Rafael, 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
- BMO Financial Group (Sonoma, 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 (Hercules, 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
- BMO Financial Group (Novato, 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 (Walnut Creek, 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...and evolving responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence +… more
- Umpqua Bank (Walnut Creek, CA)
- …Washington Kirkland, Washington Walnut Creek, 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...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Santa Rosa, CA)
- …Role:** 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 ... 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
- Bank of America (Martinez, 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...a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach… more
- Bank of America (Napa, 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...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- Umpqua Bank (Concord, CA)
- …for exceptional customer service, operational soundness, and generating revenue for the branch and Bank . + Act as back up to personal banking team to open ... Retail Banking Group Concord, 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… more
- Umpqua Bank (Walnut Creek, CA)
- …relative to enterprise risk management activities. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Walnut Creek, CA)
- …existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate ... and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Walnut Creek, CA)
- …company. + Other responsibilities as assigned. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- City National Bank (Walnut Creek, CA)
- …and/or or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and appropriate ... Bank personnel regarding new/existing lending requirements and regulations. Act...industries, collateral issues and values, loan structuring and guarantor personal financial statements and tax returns. * Supervisory experience… more
- Umpqua Bank (Santa Rosa, CA)
- …within assigned approval limits while maintaining risk exposure consistent with bank loan quality guidelines. Monitors quality and performance of portfolio(s) and ... advises line partners on strategies to protect bank capital, Develops partnerships with other business line leaders...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- City National Bank (Oakland, CA)
- …BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the...Key measures of success will include acquisition of new personal and new small business clients, deposit and fee… more