- US Bank (Concord, CA)
- At US Bank , we're on a journey to do our...implementation of a **new closed-loop program for Branch and Small Business ** as it relates to technology ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...sources to identify opportunities that improve client experience, determine banker pain points and support prioritization of new features… more
- Bank of America (Vallejo, CA)
- …clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to ... Banker Vallejo, California;Vallejo, California **Job Description:** At Bank of America, we are guided by a common...to provide financial center clients with both consumer and small business solutions, services, and strategies when… more
- Bank of America (Berkeley, CA)
- …clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to ... to provide financial center clients with both consumer and small business solutions, services, and strategies when...RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- JPMorgan Chase (Walnut Creek, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... your career to the next level. As a Private Banker in the US Private Bank , you...solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing… more
- Bank of America (Richmond, CA)
- …**Qualifications** : + Has demonstrated experience and proven success with business -to- business sales, or small business banking. + Has strong ... - Rollingwood Financial Center Richmond, California **Job Description:** At Bank of America, we are guided by a common...in-person customer service and sales. + Experience working with small business clients. + Experience meeting or… more
- Bank of America (Walnut Creek, CA)
- …Grows business knowledge and network by partnering with experts in small business , lending, and investments * Manages financial center traffic, appointments, ... Relationship Banker - Walnut Creek area Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- Bank of America (Richmond, CA)
- …Grows business knowledge and network by partnering with experts in small business , lending, and investments + Manages financial center traffic, appointments, ... Relationship Banker - Richmond area Richmond, California;Richmond, California **Job Description:** At Bank of America, we are guided by a common purpose to help… more
- Citigroup (Walnut Creek, CA)
- …than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities ... The Personal Banker SAFE Act is an entry level position...(MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales… more
- Citigroup (Orinda, CA)
- …than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities ... The Personal Banker SAFE Act is an entry level position...(MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales… more
- BMO Financial Group (Benicia, CA)
- …(eg everyday banking, retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + ... + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of… more
- Comerica (Walnut Creek, CA)
- …in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in ... customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of… more
- Wells Fargo (Alamo, CA)
- …Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and ... business divisions at wellsfargojobs.com. **In this role you will:**...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Umpqua Bank (Concord, CA)
- …with demonstrated business acumen that enables solving consumer and small business banking challenges. + Demonstrates proficiency in consumer lending, ... way forward is together. Together for people. Together for business . Together for better. **About the Role:** Responsible for...Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for… more
- Bank of America (Vallejo, CA)
- …Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- Umpqua Bank (Walnut Creek, CA)
- …management or supervisory experience preferred. + 1 year of consumer and small business lending origination experience preferred. + Customer service background ... way forward is together. Together for people. Together for business . Together for better. **About the Role:** This position...closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence… more
- JPMorgan Chase (Benicia, CA)
- …career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in ... goals. + Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them… more
- JPMorgan Chase (Walnut Creek, CA)
- …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 ... + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- Citigroup (San Ramon, CA)
- …. + Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business , Cards, etc. + Keep abreast ... well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is… more
- Citigroup (Richmond, CA)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business , Cards, etc. + Keep abreast ... key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions… more
- Citigroup (Pleasant Hill, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank… more