- 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 ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** The Personal Banker is responsible for delivering an… more
- 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 ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Wells Fargo (Walnut Creek, 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
- Wells Fargo (San Ramon, 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 (Walnut Creek, 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 (Piedmont, 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 (Walnut Creek, 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 (San Leandro, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… 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
- BMO Financial Group (Danville, 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
- 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)
- …good standing under the Safe Act. What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and resources, ... meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full spectrum of the...the 360 reviews. * Deliver a high degree of personal contact and open communication among clients and internal… more
- BMO Financial Group (Fremont, 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
- 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 (Walnut Creek, CA)
- …California San Jose, California Seattle, Washington **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. + Takes personal initiative and is a positive example for others… 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...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- Umpqua Bank (Benicia, 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 Benicia, 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
- Bank of America (San Leandro, 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
- 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
- Commerce Bank (San Francisco, CA)
- …award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to ... targeted companies may, or may not, have an established relationship with Commerce Bank . You'll do everything from prospecting to negotiating the deal, as well as… more