- Wells Fargo (San Jose, CA)
- …generous benefits package. Apply today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, ... business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to… more
- Citigroup (San Jose, CA)
- The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The ... knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions...partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients'… more
- BMO Financial Group (San Jose, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned… more
- Citigroup (Sunnyvale, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Citigroup (San Jose, CA)
- The Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an ... assigned territory, under the Business Bank , and ensuring a world-class customer experience for all...branch stakeholders and other territory partners (eg Wealth Management, Mortgage ) * Partner with cross retail segment territory peers… more
- Citigroup (San Jose, CA)
- …and ensuring a world-class customer experience for all current and prospective clients. As a senior banker , they will act as a role model for the segment ... execute sales plans and identify referral opportunities. As the senior banker , mentor and coach other bankers...Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community… more