- 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 (San Jose, 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
- Wells Fargo (Union City, CA)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a ... Branch Small Business Banker (SAFE) you will...and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers… more
- US Bank (Redwood City, 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
- BMO Financial Group (San Jose, 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 ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...as a key member of a collaborative and versatile branch and market team. + Probes to understand customer… 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 (San Leandro, 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...with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating… more
- US Bank (San Jose, 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
- 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
- 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 (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
- Zions Bancorporation (Mountain View, 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
- Citigroup (San Mateo, 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
- 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