NewDe Novo Bank Manager Bank of MontrealDe Novo Bank ManagerRiverbank, CA$75,000–$160,000 / yearWorks with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
NewBranch Manager Columbia BankBranch ManagerAntioch, CaliforniaThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
NewBranch Manager Columbia Banking System IncBranch ManagerAntioch, CA$90,000–$110,000 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Private Banker Sales Manager Fremont BankPrivate Banker Sales ManagerLivermore, California$130,000–$170,000 / yearFull timePosition Summary: The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers in driving business growth and delivering Six Diamond Experience. Why Fremont Bank?: Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years.
Senior Premier Relationship Manager Bank of MontrealSenior Premier Relationship ManagerModesto, CA$63,300–$117,200 / yearProven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerTracy, CAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Banking Relationship Manager U.S. BankBusiness Banking Relationship ManagerTracy, California$117,630–$143,770 / yearBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Business Banking Relationship Manager U.S. BancorpBusiness Banking Relationship ManagerTracy, CA$117,630–$143,770 / yearBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Business Banking Relationship Manager Bank of MontrealBusiness Banking Relationship ManagerTracy, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
Sr Business Banking Relationship Manager Bank of America CorpSr Business Banking Relationship ManagerModesto, CA$140,000–$185,000 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerTracy, CA$41,714–$69,000 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. 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 requirements for the lending process and established yield, quality, diversification, and risk guidelines.
NewDe Novo Retail Relationship Banker Bank of MontrealDe Novo Retail Relationship BankerTracy, CA$43,000–$75,000 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. 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 requirements for the lending process and established yield, quality, diversification, and risk guidelines.
NewAssociate Banker BMO (Bank of Montreal)Associate BankerTracy, CA$41,500–$60,500 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Collections Specialist Roth Staffing CompaniesCollections SpecialistModesto, California$22–$29 / hourAssist other departments and branches with transactions as needed, supporting the collections department and branch managers in fulfilling customer requests and merchant verifications. The Member Solutions Representative is expected to work collaboratively with team members and other departments to ensure a seamless customer experience and maintain compliance with all regulatory requirements.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorAntioch, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Junior Business Systems Analyst OE Federal Credit UnionJunior Business Systems AnalystLivermore, California$95,425–$115,558 / yearFull timeTo perform this job successfully, you must be able to satisfactorily perform each of the following under direct supervision from your manager: Assist in writing specifications for vendor changes or internal development, offering solution options based on analysis. Associates degree in an applicable field AND minimum 1 year of work experience in a Lead-level role OR High School Diploma/GED AND minimum 3 years of work experience in a similar role.
Business Development Operations Jr. Lead/Lead OE Federal Credit UnionBusiness Development Operations Jr. Lead/LeadLivermore, California$83,571–$100,836 / yearFull timePartner with the Business Development Manager in the creation, implementation, ongoing ownership and continuous improvement of new Business Development processes, systems, and tools to optimize the department and drive long-term success while ensuring that OE Federal remains within regulatory compliance. Associates degree in an applicable field AND minimum 4 years of work experience in a similar role OR High School Diploma/GED AND minimum 6 years of work experience in a Lead-level role.
Real Estate Lending Processor I OE Federal Credit UnionReal Estate Lending Processor ILivermore, California$25.28–$26.85 / hourFull timeSupport customers and call center, branch and other real estate lending employees by: o Responding to mortgage lending questions; o Discussing financial and credit data and customer financing objectives; o Advising on mortgage product and pricing options that address the defined financing objectives; and. You will be responsible for developing, expanding and maintaining the credit union’s relationship with members by efficiently processing and collecting and completing loan conditions and providing resulting credit decisions and loan pricing information to members.
NewProduct Marketer I/II OE Federal Credit UnionProduct Marketer I/IILivermore, CaliforniaFull timeTo succeed in the position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under general supervision from your manager: Serve as day-to-day strategic partner to functional areas and the branch network: build marketing plans/campaigns that achieve key business outcomes. Experience working cross-functionally as a key marketing lead to drive enterprise wide marketing work/complete projects (build plans, deliver work, measure results).