- Arbor Bank (Oakland, CA)
- …Ave. Oakland, IA 51560 Salary:40,000 - 50,000 USD / YEAR Job Title: Personal Banker Reports to: Deposit Manager Classification: Full Time, non-exempt Office ... 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)
- Personal Banker II Retail Banking Group Antioch, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand ... 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
- Wells Fargo (San Rafael, CA)
- …in the US Join 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 (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 (Walnut Creek, 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 (Oakland, 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 (Concord, 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)
- …projects and proposed loans are consistent with underwriting guidelines established by Bank . Typical loan size ranges from $10,000,000 - $75,000,000. + Prepare ... property financial statements, rent rolls, appraisals, environmental and engineering data, personal credit, title, escrow, and borrowing entity structures. + Analyze… 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)
- …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
- Columbia Bank (Walnut Creek, CA)
- …policy requirements for risk management, with responsibility for protecting the Bank 's interest through proper documentation, ensuring all approved terms and ... review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. + Work in...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… 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)
- …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
- 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
- Columbia Bank (Walnut Creek, CA)
- …law, estate planning and fiduciary responsibilities. + 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
- 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...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… 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
- Columbia Bank (Walnut Creek, CA)
- …analysis of projects and proposed loans are consistent with underwriting guidelines established by Bank . Typical loan size ranges from $10MM and can go up to $75MM. ... property financial statements, rent rolls, appraisals, environmental and engineering data, personal credit, title, escrow, and borrowing entity structures. + Analyze… more
- Columbia Bank (Walnut Creek, CA)
- …or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering ... Other responsibilities as assigned. + Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more