- Zions Bancorporation (Fremont, CA)
- …Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a ** Branch Relationship Banker (Personal Banker )** to provide top ... Associates at California Bank & Trust work in a relationship...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more
- JPMorgan Chase (Mountain View, CA)
- …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 for a ... affluent clients as well as other customers in the Branch . You will manage their complete banking relationship...to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in… more
- US Bank (San Jose, CA)
- …to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Proven customer ... At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Arbor Bank (Oakland, CA)
- Arbor BankPERSONAL BANKER 301 Oakland Ave. Oakland, IA 51560 Salary:40,000.00 - 50,000.00 USD / YEAR Job Title: Personal Banker Reports to: Deposit Manager ... 8:00 am to 12:00 pm(as needed) Summary Description Personal Banker is responsible for providing services by developing, managing,...office staff to actively fulfill the mission of Arbor Bank . This person visits with customers for the purpose… more
- Columbia Bank (San Jose, CA)
- Personal Banker Retail Banking Group San Jose, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... relationship banking and fostering a culture where associates thrive....business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by… more
- JPMorgan Chase (Portola Valley, CA)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch , you will represent our ... needs and make their lives easier, contributing to the success of the branch . **Job responsibilities** + Put clients first and exceed their expectations - deliver… more
- BMO Financial Group (Cupertino, CA)
- Cupertino Branch 40 hours Full Time Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding ... the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to...risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending… more
- BMO Financial Group (Los Altos, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer ... to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and...Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available… more
- BMO Financial Group (Milpitas, CA)
- …community involvement and participates in community activities. + Maintains a high-touch relationship with key branch customers and prospects within the market. ... in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will...and manages poor performance. + Develops and executes a branch business plan to maximize business growth and wallet… more
- JPMorgan Chase (Santa Clara, CA)
- …role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker ,...Utilize knowledge of personal banking products and partner with Branch , Wealth Management and Private Bank to… more
- BMO Financial Group (San Jose, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to...solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product… 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 ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- PNC (San Jose, CA)
- …and have an opportunity to contribute to the company's success. As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be ... provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million...STEM OPT for this position. **Job Description** + Sets relationship strategies and directs relationship management activities… more
- Arbor Bank (Oakland, CA)
- …accuracy, neatness and thoroughness of the work assigned. Travel-none Company Summary -Arbor Bank employs nearly 150 individuals across 5 branch offices and is ... 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, … more
- US Bank (Cupertino, CA)
- …and/or prospecting experience **Preferred Skills/Experience** - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - ... At US Bank , we're on a journey to do our...existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools… more
- Anywhere Real Estate (San Jose, CA)
- …+ Cultivate and maintain strong relationships with Referral Network members and Coldwell Banker branch offices to drive engagement, loyalty, and long-term value. ... + Communicate effectively across all channels, balancing responsiveness with relationship -building in a high-volume, fast-paced environment. Qualifications: + High… more
- Zions Bancorporation (Fremont, 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 ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our...and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco… more
- Citigroup (San Jose, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more