- Wells Fargo (Los Altos, CA)
- …benefits package. Apply today. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the ... 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
- PNC (Sunnyvale, CA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships ... sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial… more
- Banc of California (Menlo Park, CA)
- …of staff and will work with the team to reach budgeted financial goals. The Banker will work to market the Bank and develop relationships with venture capital ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...housing, and more. **JOB SUMMARY:** The Senior Vice President, Banker is primarily accountable for developing the most significant… more
- Citigroup (San Jose, 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 (Fremont, 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
- JPMorgan Chase (Redwood City, 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
- BMO Financial Group (Milpitas, 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
- BMO Financial Group (South San Francisco, 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 (Sunnyvale, CA)
- …I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with ... the intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- Umpqua Bank (San Jose, CA)
- …Banking San Jose, California San Francisco, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... 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. + Take personal initiative and is a positive example for others… more
- City National Bank (San Jose, CA)
- …relationships with prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects consistent with the ... credit culture of the bank . Is pro-actively identifying and working with customers to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (Palo Alto, 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...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Bank of America (San Jose, 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...outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend… more
- Anywhere Real Estate (San Jose, CA)
- …clearly, accurately and convincingly. Uses an accurate view of one's emotions, personal values and strengths. * **Collaboration** : Collaborates with others in ways ... relationships with internal and external customers. Focuses on managing one's personal stress and assists others during stressful situations * **Innovation** :… more
- PNC (Sunnyvale, CA)
- …to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Bay Area ... and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and… more
- Anywhere Real Estate (San Jose, CA)
- …appearance, actions, and conduct to fellow employees and customers. **Benefits:** On a personal and professional level, here's just part of what you'll enjoy: + ... Real Estate (https://www.bhgre.com/) , Century 21(R) (https://www.century21.com/) , Coldwell Banker (R) (https://www.coldwellbanker.com/) , Coldwell Banker Commercial(R) (https://www.cbcworldwide.com/)… more
- Zions Bancorporation (San Mateo, CA)
- …direct personal action or referral to alternative branch or bank resources + Identifies and maximizes cross-sell banks opportunities through exploring needs ... Associates at California Bank & Trust work in a relationship-centered culture...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- Citizens (Menlo Park, CA)
- …with digital banking expertise. Digital Banking Associates are leveraged throughout the bank as client-facing experts on all digital treasury services, including but ... not limited to: Personal Online Banking, Cash Flow Essentials, accessOptima, CB Forex...future roadmaps. + As a representative of Citizens Private Bank , provide ongoing exceptional client service. + Understand client… more
- BMO Financial Group (San Jose, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… more
- BMO Financial Group (San Mateo, CA)
- …bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you ... in accordance with sound credit-granting principles in compliance with Bank policies and procedures. + Identifies prospective customers, and/or refers… more