- Citigroup (Palo Alto, CA)
- The Associate Banker SAFE Act is a... in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - ... **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Palo Alto California… 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 ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… 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 ... order to provide comprehensive financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies. + High level of… 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