- Bank of America (Sunnyvale, CA)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cupertino/ Relationship - Banker \_25032339-2) **Job Description:** At ... Relationship Banker - Peninsula South Cupertino,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- US Bank (Santa Clara, 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
- 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
- Wells Fargo (Sunnyvale, CA)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, ... divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship… more
- Comerica (Saratoga, 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
- 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
- JPMorgan Chase (San Jose, 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 (San Jose, 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
- 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
- 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
- Wells Fargo (Union City, 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 (Cupertino, 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
- Citizens (Menlo Park, CA)
- …Private Equity, Venture Capital and innovation economy verticals within the CFG Private Bank . The Relationship Manager works within a designated team to generate ... opportunities to identify potential credit risks. + Partner with Relationship Managers in the Private Bank to...Partner with Relationship Managers in the Private Bank to deliver full experience to clients. + Collaborate… more
- Columbia Bank (San Jose, CA)
- …portfolio management, and audit readiness. + Community Engagement: Promote Columbia's relationship -first approach while strengthening the bank 's reputation as a ... Healthcare Relationship Manager Wealth Management San Jose, California Walnut... Manager plays a key role in expanding Columbia Bank 's Healthcare Banking platform. You'll focus on serving the… more
- City National Bank (Burlingame, CA)
- …financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - ... * RELATIONSHIP MANAGER I* WHAT IS THE OPPORTUNITY? Responsible...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- US Bank (San Jose, CA)
- …business relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to ... those prospects and clients, identifying and successfully capitalizing on One US Bank and making appropriate referrals. The Relationship Manager provides… more
- Bank of America (San Jose, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/Business-Banking- Relationship -Manager--SB-\_25039461) **Job Description:** At ... Business Banking Relationship Manager (SB) San Jose, California **To proceed...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- US Bank (San Jose, CA)
- At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Our Relationship Managers approach each and every day with a ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more