- Creative Financial Staffing (Mountain View, CA)
- …accounts for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and ... for cross-selling and for client asset protection issues. Downloading data from brokerage, bank and credit card accounts online into GL System for efficient and… more
- Bank of America (Sunnyvale, CA)
- Relationship Banker - Peninsula South area Sunnyvale, 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
- Bank of America (Union City, CA)
- Relationship Banker Union City, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... 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 (San Jose, CA)
- Small Business Banker San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... 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
- Umpqua Bank (San Jose, CA)
- Personal Banker I Retail Banking Group San Jose, 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...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- Comerica (Los Altos, 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 (Mountain View, 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
- BMO Financial Group (Campbell, 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 ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… 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
- Robert Half Office Team (Palo Alto, CA)
- Description Job Description: We are searching for an experienced Personal Banker , specializing in managing relationships with High-Net-Worth Individuals (HNWI) and ... rendering professional financial services. As our personal banker , you will be responsible for providing financial advice and managing banking relationships with our… more
- BMO Financial Group (Mountain View, 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 (Palo Alto, CA)
- ** RELATIONSHIP MANAGER TECH** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… 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
- City National Bank (San Jose, CA)
- …financial health and advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - ... ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- PNC (San Jose, CA)
- …and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Umpqua Bank (San Jose, CA)
- …market environment and Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadow manage a ... Commercial Banking San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- City National Bank (San Jose, CA)
- …with Relationship Manager. + Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate ... ensure all loans are documented to fully protect the Bank 's interests in the credit relationship . Reviews...protect the Bank 's interests in the credit relationship . Reviews collateral periodically to minimize credit risk. **Must-Have… more
- Bank of America (San Jose, 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...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (San Jose, 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
- Bank of America (San Jose, 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...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
