- Citigroup (Palo Alto, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** **Primary Location:** Palo… more
- JPMorgan Chase (Palo Alto, CA)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving and ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- JPMorgan Chase (Saratoga, CA)
- …lives 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 ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- Citigroup (Palo Alto, CA)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, ... **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Palo Alto California… more
- Citigroup (Palo Alto, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... management & planning services and access to a dedicated Private Banker . We also support firms, and...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Wells Fargo (San Jose, CA)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- Zions Bancorporation (Palo Alto, 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 best ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...Middle Market Excellence Awards. We are looking for a ** Private Banking Relationship Manager** in **San Francisco or Menlo… more
- JPMorgan Chase (San Jose, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications,… more
- Columbia Bank (San Jose, CA)
- …Role:** + The Relationship Manager plays a key role in expanding Columbia Bank 's Healthcare Banking platform. You'll focus on serving the financial needs of ... the healthcare sector. + Cross-Functional Collaboration: Work closely with Private Banking, Treasury Management, and Credit Administration to deliver integrated… more
- Columbia Bank (San Jose, CA)
- …a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal relationships ... financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies....and offer qualified referrals. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- US Bank (San Jose, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors - Basic knowledge of local, state and ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...loan sales and conducting sales-related activities away from US Bank locations. Incumbents are expected to spend at least… more
- US Bank (Aptos, 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...investment and insurance products and services + Knowledge of private banking products and services, including credit processes and… more
- US Bank (Watsonville, 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...and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and… more
- Columbia Bank (San Jose, CA)
- …team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a communitybank,and ... or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering… more
- JPMorgan Chase (Santa Clara, CA)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker ,...primary bank share. As a Senior Deepening banker , you will provide a high-touch experience by building… more
- Banc of California (Menlo Park, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- IBM (San Jose, CA)
- …as a service (SaaS) and platform as a service (PaaS) offered through public, private and hybrid cloud delivery models, in addition to the components that make up ... clouds. IBM Cloud ensures seamless integration into public and private cloud environments. The infrastructure is secure, scalable, and...today - planes and trains take off on time, bank transactions complete in the blink of an eye… more
- Insight Global (San Jose, CA)
- …safely with merchants using a variety of funding sources, which may include a bank account, company branded credit products, a credit card, a debit card, certain ... more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- ServiceNow, Inc. (Santa Clara, CA)
- …2-3+ years of experience before your MBA with a top management consulting firm, private equity, investment bank , or strategy & operations at a technology company ... (or similar) + Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving + Effective communicator both verbally and in writing; comfortable in business and technical discussions +… more