Business Banking Relationship Manager Bank of America CorpBusiness Banking Relationship ManagerWalnut Creek, CA$90,000–$110,000 / yearResponsibilities:Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating riskIdentifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviewsDelivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the timeFosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunitiesLeverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goalsSupports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segmentCoaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric cultureRequired Qualifications:Has proven success in consultative sales in financial services or in business-to-business salesAbility to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific leversIs passionate about outside sales and enjoys spending time prospectingWants to enhance existing relationships and exceed sales goalsCan analyze financial conditions of clients and industry trendsCan understand and interpret financial statements and cash flow analysisHas excellent communication skills and demonstrated leadership abilityEnjoys partnering and negotiating with a team of bank employees to solve client issuesDemonstrated management of a client portfolio with focus on relationship development and deepeningThorough knowledge of small business financial products and servicesFamiliarity with CRM platforms and other banking systemsDesired Qualifications:Community leadershipStrong computer skills with an ability to multitask in a demanding environmentUndergraduate degree in business, finance or economics preferred or seven years relevant work experienceSkills:Client Experience BrandingClient ManagementClient Solutions AdvisoryCustomer and Client FocusPipeline ManagementCredit Documentation RequirementsFinancial AnalysisOral CommunicationsPrioritizationWritten CommunicationsCoachingInterpret Relevant Laws, Rules, and RegulationsProspectingRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.
Business Banking Relationship Manager - Oakland, CA Bank of AmericaBusiness Banking Relationship Manager - Oakland, CAOakland, CaliforniaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists.
Teller 1 Provident Central Credit UnionTeller 1Hayward, CAOur Tellers handle cash, interact with members and seize every opportunity they can to sell Provident's great products and services to help our members manage their finances successfully. Here's a breakdown of the day-to-day functions: Assist members with their daily transactions (deposits, withdrawals, loan payments and wire transfers).
Teller Bank of HopeTellerSunnyvale, CAReporting directly to the Operations Manager or Branch Manager, the Teller ensures the smooth processing of daily transactions, compliance with operational policies, and the delivery of exceptional customer service. Transaction Processing: Accurately and efficiently process customer transactions, including deposits, withdrawals, check cashing, loan payments, and money orders.
Operations Services Supervisor (Teller Manager) First Citizens BancShares IncOperations Services Supervisor (Teller Manager)San Pablo, CAOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
Merrill Market Client Relationship Manager Bank of America CorpMerrill Market Client Relationship ManagerPalo Alto, CAJob Description This job is responsible for leading the overall service delivery model to include the banks digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Teller Westamerica BanCorporationTellerWALNUT CREEK, CA$16.90–$21.28 / hourWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. FINANCIAL IMPACT: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank.
Teller On-Call Westamerica BanCorporationTeller On-CallVallejo, CA$16.90–$19.81 / hourWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
Part-Time Client Service Associate (Teller)- Geary, San Francisco California Bank & TrustPart-Time Client Service Associate (Teller)- Geary, San FranciscoSan Francisco, CA$21–$25 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Service Associate (Teller)- Mountain View, CA California Bank & TrustClient Service Associate (Teller)- Mountain View, CAMountain View, CA$27–$33 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.