- Arbor Bank (Oakland, CA)
- …Ave. Oakland, IA 51560 Salary:40,000.00 - 50,000.00 USD / YEAR Job Title: Personal Banker Reports to: Deposit Manager Classification: Full Time, non-exempt ... Saturday: 8:00 am to 12:00 pm(as needed) Summary Description Personal Banker is responsible for providing services...office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purpose… more
- Columbia Bank (Antioch, CA)
- **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. ... and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending… more
- Wells Fargo (Napa, CA)
- …the US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... 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
- Citigroup (Oakland, 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
- Citigroup (Pleasant Hill, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- Citigroup (El Cerrito, CA)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more
- BMO Financial Group (Benicia, CA)
- …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 ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- BMO Financial Group (Benicia, 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
- Columbia Bank (Napa, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Walnut Creek, CA)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… more
- Columbia Bank (Walnut Creek, CA)
- …order to provide comprehensive financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies. + High level of ... and offer qualified referrals. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Walnut Creek, CA)
- …including property financial statements, rent rolls, appraisals, environmental reports, personal credit reports, title reports, and borrowing entity structures. + ... operating procedure guidelines. + Remain up to date on Bank and CRED underwriting procedures and identify exceptions to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Walnut Creek, CA)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… 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 ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Columbia Bank (Walnut Creek, 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 ... and Credit Administration to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include… more
- Columbia Bank (Walnut Creek, CA)
- …to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Walnut Creek, CA)
- …Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank , and this individual should be integrated into their community as a go-to ... assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… 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. Merrill is committed to an in-office...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- Arbor Bank (Oakland, CA)
- …works with bankers and office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purposes of providing customer service, ... + Greets customers, delivers prompt and efficient service and provides information about bank products and services. + Answers incoming phone calls and ensures that… more
- Wells Fargo (Concord, CA)
- **About this role:** Wells Fargo's Commercial Bank 's Client Insights & Product Mgt group is seeking a dynamic and experienced Principal Product Manager: as a key ... schedule + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to… more