- Zions Bancorporation (Fremont, CA)
- …Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a ** Branch Relationship Banker (Personal Banker )** to provide top ... Associates at California Bank & Trust work in a relationship...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more
- JPMorgan Chase (San Ramon, CA)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch , you will represent our ... needs and make their lives easier, contributing to the success of the branch . **Job responsibilities** + Put clients first and exceed their expectations - deliver… more
- Wells Fargo (San Ramon, CA)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a ... Branch Small Business Banker (SAFE) you will...and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers… more
- US Bank (Walnut Creek, CA)
- …to effectively engage and communicate with clients - Advanced knowledge of applicable bank and branch policies, procedures and support systems - Thorough ... At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- JPMorgan Chase (Alamo, CA)
- …by 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 ... affluent clients as well as other customers in the Branch . You will manage their complete banking relationship...to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in… more
- Arbor Bank (Oakland, CA)
- Arbor BankPERSONAL BANKER 301 Oakland Ave. Oakland, IA 51560 Salary:40,000 - 50,000 USD / YEAR Job Title: Personal Banker Reports to: Deposit Manager ... 8:00 am to 12:00 pm(as needed) Summary Description Personal Banker is responsible for providing services by developing, managing,...office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purpose… more
- Columbia Bank (Antioch, CA)
- Personal Banker II Retail Banking Group Antioch, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... relationship banking and fostering a culture where associates thrive....business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by… more
- BMO Financial Group (Orinda, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...as a key member of a collaborative and versatile branch and market team. + Probes to understand customer… more
- BMO Financial Group (Pittsburg, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer ... to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and...Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available… more
- Bank of America (Walnut Creek, CA)
- …the branch Operations Department to meet and exceed the bank 's client service expectations and operational excellence goals **Managerial Responsibilities:** This ... Merrill Market Client Relationship Manager Walnut Creek, California **To proceed with...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Columbia Bank (Walnut Creek, CA)
- …goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. + Provides an extraordinary client experience ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....(Teller) play a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the… more
- Arbor Bank (Oakland, CA)
- …accuracy, neatness and thoroughness of the work assigned. Travel-none Company Summary -Arbor Bank employs nearly 150 individuals across 5 branch offices and is ... works with bankers and office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purposes of providing customer service, … more
- BMO Financial Group (Walnut Creek, CA)
- …by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to...solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product… more
- Zions Bancorporation (Fremont, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- BMO Financial Group (Walnut Creek, CA)
- Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory ... client to develop credibility as a member of the Branch / regional team. + Provides ongoing operations expertise...decisions. + Meets high quality service standards to maximize relationship retention and growth. + Identifies and escalates all… more
- Zions Bancorporation (Walnut Creek, CA)
- …factors such as level of experience and location.** **About Us** Associates at California Bank & Trust work in a relationship -centered culture where they are ... of success in consultative sales, revenue generation, and client relationship growth. + Deep understanding of treasury products including...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more
- JPMorgan Chase (Oakland, CA)
- …and families. You have a passion for uplifting the community where the community branch is located. Your expertise will support a wide range of clients, from those ... support your teammates' success and the goals of the bank , while fostering a culture of diversity and inclusion...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more
- Citigroup (San Ramon, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our...and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco… more