- Unknown (San Jose, CA)
- …Mortgage Finance Relationship Manager About the Company Leading regional bank offering a wide range of financial services and solutions Industry Banking ... with a proven track record in commercial business development and relationship management, particularly in the residential mortgage industry. The VP will… more
- Unknown (San Jose, CA)
- Senior Vice President, Asset Based Lending Relationship Manager About the Company Progressive banking institution specializing in asset-based lending Industry ... Held About the Role The Senior Vice President, Asset Based Lending Relationship Manager will be responsible for developing, approving, and servicing various… more
- Jobleads-US (Palo Alto, CA)
- …assigning employees between organizations while maintaining their original employment relationship . This document is particularly crucial in the United States, ... 5. Employment Status: Confirms continued employment with home employer and relationship with host employer 6. Duties and Responsibilities: Details the role,… more
- Unknown (San Jose, CA)
- …- Transaction Advisory Services About the Company Established middle market investment bank Industry Accounting Type Privately Held About the Role The Managing ... teams (tax, legal, operations) and serve as a lead client relationship manager, steering deal strategy, negotiation support, and post-merger integration advisory.… more
- Bank of America (Redwood City, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Redwood-City/ Relationship - Banker Peninsula-North\_25034391) **Job Description:** ... Relationship Banker - Peninsula North Redwood... Relationship Banker - Peninsula North Redwood City, California;Belmont, California;...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- US Bank (Redwood City, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...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 - 50,000 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
- Comerica (Palo Alto, CA)
- …Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall ... success of a Retail Banking Center(s) by committing to banker -readiness to be viewed as a trusted resource for our customers. The responsibilities will include… more
- Citigroup (Palo Alto, CA)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Zions Bancorporation (Fremont, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a **Branch Relationship Banker (Personal Banker )** to provide top notch customer service ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the… more
- Bank of America (San Jose, CA)
- …be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/Senior- Banker \_25042554-2) **Job Description:** At Bank of ... Senior Banker San Jose, California **To proceed with your...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- JPMorgan Chase (Palo Alto, CA)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- BMO Financial Group (Los Altos, CA)
- …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 ... accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key...and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and… more
- Citigroup (Palo Alto, CA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Citigroup (Palo Alto, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... & planning services and access to a dedicated Private Banker . We also support firms, and we offer a...client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi… more
- Banc of California (Menlo Park, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Anywhere Real Estate (San Jose, CA)
- The **Senior Growth Consultant** , **Coldwell Banker ** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... Coldwell Banker franchisees within a defined territory (the "Book of...affecting the business preferred. + Strong skills in influencing, relationship management, collaboration, and conflict resolution. + Strategic and… more
- Wells Fargo (Mountain View, CA)
- …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 be responsible for building, maintaining,...and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers… more
- JPMorgan Chase (Palo Alto, CA)
- …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 select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- BMO Financial Group (San Jose, CA)
- …BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and… more
