- US Bank (San Jose, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Comerica (Menlo Park, 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...responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker -readiness… more
- JPMorgan Chase (San Mateo, CA)
- …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 ... **Required qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales… more
- Wells Fargo (Los Altos, CA)
- …Apply today. **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. ... this role you will:** + Act as the primary relationship manager for a portfolio of small business customers...and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships… more
- BMO Financial Group (Fremont, CA)
- …with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the retail ... 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
- 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...partners (eg Wealth Management, Mortgage) * Partner with cross retail segment territory peers spanning Wealth Management, Consumer and… more
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... can achieve their goals. PNC's targeted small business segments are Retail , Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in… more
- Robert Half Accountemps (Los Gatos, CA)
- …of customer information while processing transactions - Respond to customer inquires regarding bank accounts, credit cards, and loan products - Utilize a customer ... relationship management (CRM) software to perform data entry - Support the team with cash management activities - Provide exceptional customer service to customers in… more
- BMO Financial Group (Palo Alto, CA)
- …business banking relationships with lending needs up to $100,000. Assists assigned retail branches with achieving mass small business goals and partners with ... retail team members to coach and train on acquisition...in accordance with sound credit-granting principles in compliance with Bank policies and procedures. + Identifies prospective customers, and/or… more
- Citigroup (San Ramon, CA)
- …credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank ... and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners… more
- Citigroup (Sunnyvale, CA)
- …. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- TIAA (Palo Alto, CA)
- …(including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which ... clients and company initiatives. + Develops and maintains strong relationship with Institutional Plan Sponsors. **Educational Requirements** + University (Degree)… more
- Walgreens (Pleasanton, CA)
- …government regulations and laws. + Controls the store's safe and " bank ," including electronic register readings, cash withdrawals, cash accounts, daily cash ... Responsible for collaborating with internal strategic account management to deepen the relationship with the health system for overall growth of business at the… more
- Citigroup (San Carlos, CA)
- …integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals in ... + Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning tool to… more