- Bank of America (Cupertino, CA)
- Relationship Banker - Peninsula South area Cupertino, California;Cupertino, California; Palo Alto, California; Sunnyvale, California; Redwood City, California; ... Mountain View, California **Job Description:** At Bank of America, we are guided by a common...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- 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...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- JPMorgan Chase (Hayward, 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 ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- Morgan Stanley (San Jose, CA)
- …retirement and trust services. We are seeking a high potential candidate ("Associate Private Banker " or "APB") to join our National Sales Team in the Private Banking ... Group. The Associate Private Banker will provide product and service support for the...years of experience with an investment, commercial or private bank * 2 years of client service, business development… 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...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Citizens (Menlo Park, CA)
- Description Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking ... experience to clients that results in long-term client loyalty. As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team… more
- Wells Fargo (San Mateo, 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
- JPMorgan Chase (Half Moon Bay, CA)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- BMO Financial Group (Milpitas, 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 (San Jose, CA)
- ** RELATIONSHIP MANAGER SENIOR, Commercial Banking:** **_Hybrid Schedule, San Francisco or San Jose, CA._** **WHAT IS THE OPPORTUNITY?** Develops and manages ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Umpqua Bank (San Jose, CA)
- …that are both saleable to client and provide adequate risk management for Bank . + Excellent relationship management and business development abilities. + Proven ... Sr. Middle Market Relationship Manager Commercial Banking San Jose, California San...Jose, California San Francisco, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- City National Bank (Sunnyvale, CA)
- …financial health and advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - ... ** RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- US Bank (Cupertino, CA)
- …recommending financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our ... At US Bank , we're on a journey to do our...excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our… more
- Bank of America (San Jose, CA)
- Market Client Relationship Manager 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)
- Market Client Relationship Manager San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...on the various roles in our organization. Working at Bank of America will give you a great career… more
- BMO Financial Group (Fremont, 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 ... this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. + Develops and executes a market business plan, including sales strategies,… more
- Bank of America (Palo Alto, CA)
- …Financial Solutions Advisor - Palo Alto Market Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (Menlo Park, CA)
- …- Consumer Investments- Menlo Park Financial Center Menlo Park, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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 (Palo Alto, 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...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more