- Wells Fargo (Antioch, 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 (Stockton, 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
- 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
- BMO Financial Group (Stockton, 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 ... processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with… more
- BMO Financial Group (Tracy, CA)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- BMO Financial Group (Stockton, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- PNC (Livermore, 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 (Brentwood, 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
- 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
- BrightSpring Health Services (Stockton, CA)
- …as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During ... the recruitment process, no recruiter or employee will request financial or personal information (Social Security Number, credit card, driver's license, bank … more
- Lincoln Financial Group (San Ramon, CA)
- …of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many ... to provide their social security numbers, date of birth, bank account information or other sensitive information in job...candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group… more
- Lincoln Financial Group (San Ramon, CA)
- …of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (San Ramon, CA)
- …of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Lincoln Financial Group (San Ramon, CA)
- …of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Ross Stores, Inc. (Brentwood, CA)
- …professionalism at all times\. Recognizes Associates using Company recognition programs\. ** Personal and Store Brand** + Represents and supports the Company brand ... **Administrative Duties as Assigned by Store Manager:** + Ensures Cash pulls and bank deposits are conducted to Company policy\. + Responsible for Front End control… more
- Robert Half Accountemps (Livermore, CA)
- …entries, ensuring accuracy and compliance with accounting standards. + Perform bank and credit card reconciliations regularly to ensure all transactions are ... compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off… more
- Atria Wealth Solutions (Dublin, CA)
- …and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies ... (EAP) + PTO for part-time and full-time positions + Paid holidays Personal Development: + On-the-job training and skills development + Internal transfer… more
- Robert Half Accountemps (San Ramon, CA)
- …and timely financial reporting and month-end/year-end close processes. + Perform bank and account reconciliations, ensuring discrepancies are identified and resolved ... compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off… more
- Robert Half Accountemps (San Ramon, CA)
- …and Receivable Verify, allocate, and post transactions Maintain and balance general ledger Bank and Credit Card reconciliation Assist with month end and quarter end ... compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off… more