- Creative Financial Staffing (San Francisco, CA)
- …entries o Updating investment roll forward schedules Reconciling investment and bank statements as needed Preparing monthly reports including: Budget vs. Expense, ... small, collaborative team environment. Strong interpersonal and communication skills. Personal qualities of integrity, credibility and discretion about confidential… more
- Wells Fargo (Walnut Creek, CA)
- …package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Wells Fargo (Lafayette, CA)
- …package. Apply today. **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Wells Fargo (Orinda, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships ... sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial… more
- CIBC (San Francisco, CA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... **What you'll be doing** As a member of the Personal and Business Banking team, you'll work in a...our clients' lives. As a Financial Services Representative Universal Banker , you'll proactively engage with clients and leverage CIBC's… more
- Citigroup (San Ramon, CA)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- JPMorgan Chase (Castro Valley, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take 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 delivering an outstanding… more
- Bank of America (Walnut Creek, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- US Bank (Oakland, 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...reading, writing, and mathematical skills - Thorough knowledge of personal computers and other office equipment - Ability to… more
- PNC (Walnut Creek, CA)
- …to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Walnut Creek or the surrounding San ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- BMO Financial Group (San Ramon, CA)
- …double the good. BMO is focused on building a digitally enabled, future-ready bank with leading efficiency, profitability and loyalty powered by a winning culture ... culture that celebrates big ideas, values authenticity, supports your personal and professional growth, and makes a real impact...a real impact in local communities. **About BMO Commercial Bank ** BMO Commercial is a top 5 commercial … more
- PNC (Walnut Creek, CA)
- …to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Walnut Creek, ... and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and… more
- BMO Financial Group (San Ramon, CA)
- …of the customer. Refers complex sales of financing, cash management, and personal banking products to the appropriate partners. + Develops and maintains ... techniques to identify, negotiate, and structure initial transactions within the Bank 's risk appetite. + Conducts field-level financial analysis of prospective SBA… more
- BMO Financial Group (Walnut Creek, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… more
- BMO Financial Group (Oakland, CA)
- …bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you ... in accordance with sound credit-granting principles in compliance with Bank policies and procedures. + Identifies prospective customers, and/or refers… 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 ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Citigroup (Richmond, CA)
- …**Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them ... Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income,… more
- BMO Financial Group (San Ramon, CA)
- …This is a hybrid position. + Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements and personal financial ... types of credit information to support lending decisions and processes for the bank . Maintains and promotes a client service environment to satisfy and exceed… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …MIP; prepare and submit electronic deposits weekly, or as needed to the agency bank account. + Entering cash receipts daily into the cloud-based accounting system + ... researching and correcting any variances. + Verify coding of bank deposits, EFT's, securities and credit card donations. +...with the agency. + A valid driver license, reliable personal vehicle, personal auto insurance as required… more
