- Umpqua Bank (Napa, CA)
- Personal Banker Retail Banking Group Napa, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- Bank of America (Berkeley, CA)
- Senior Banker Berkeley, California;Oakland, California; Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Wells Fargo (Danville, 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
- Wells Fargo (Walnut Creek, CA)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... 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
- Citigroup (Walnut Creek, 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 (Orinda, 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
- JPMorgan Chase (Concord, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career ... a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a...with clients that enter the branch by making a personal connection, asking open ended questions, and listening to… more
- JPMorgan Chase (Danville, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- BMO Financial Group (Antioch, 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
- JPMorgan Chase (Walnut Creek, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding… more
- Umpqua Bank (Walnut Creek, CA)
- …Role:** 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 ... 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
- Umpqua Bank (Walnut Creek, CA)
- …and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales ... follow up and resolution ofproblems;billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner… more
- BMO Financial Group (Hayward, 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
- City National Bank (Walnut Creek, CA)
- …will do * Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals ... with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new… more
- Umpqua Bank (Walnut Creek, CA)
- …are properly risk-rated; (3) accurate identification and mitigation of all Bank tracked policy exceptions, tracked guidelines exceptions, and departures from ... rate coding when the credits are boarded on the bank operating systems. + Monitor borrower financial performance in...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Walnut Creek, CA)
- …Washington Kirkland, Washington Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...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...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… 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. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… 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. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- City National Bank (Walnut Creek, CA)
- …and/or or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and appropriate ... Bank personnel regarding new/existing lending requirements and regulations. Act...industries, collateral issues and values, loan structuring and guarantor personal financial statements and tax returns. * Supervisory experience… more