44 Results for

Banking Jobs in Concord, CA

Jobs

SAN FRANCISCO, CA10 days ago

Full-time
Employee

You will apply your experience when providing strong legal guidance, structuring complex deals, and drafting and negotiating SaaS Subscription Agreements and related commercial documents with some of the biggest names across every industry who trust Okta to help their organizations work faster, boost revenue, and stay secure. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process.

San Francisco, CA22 days ago

$200,000–$225,000 Per Year

You have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.

San Francisco, California8 days ago

What You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

San Francisco, California18 days ago

$185,000–$250,000 Per Year

With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach.

New!

San Francisco, CA1 day ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

New!

San Francisco, CA1 day ago

$100,000–$150,000

San Francisco, California22 days ago

$160,350–$210,000 Per Year

San Francisco, California30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Associate- Project Finance will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects.

San Francisco, California30+ days ago

$165,525–$220,700 Per Year

Advises senior leaders in late-stage companies and provides beneficial referrals by cross selling across the entire commercial platform to address client business needs; orchestrating cross-functional teams to optimize the client experience; and building real relationships to differentiate the bank with all key influencers in the technology ecosystem. Partnering with SVB Credit Solutions team to work through concept packages, underwriting and portfolio management of credit facilities and strategic conversation with SVB Credit partners including at times jumping in to help with modelling, memo write up and diligence calls with clients.

San Francisco, California29 days ago

$145,800–$194,400 Per Year

Qualifications: Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

San Francisco, California30+ days ago

Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in San Francisco. This role offers an excellent opportunity for a driven professional to advance their career in technology investment banking within a prestigious middle market firm.

New!

San Francisco, CA1 day ago

$150,000–$250,000

This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.

San Francisco, California30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

San Francisco, California8 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

San Francisco, CA27 days ago

$100,000–$110,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

San Francisco, California13 days ago

This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit. 2-4 years of M&A investment banking experience with a focus on technology sectors, including software, data & analytics, and/or tech-enabled services.

San Francisco, CA27 days ago

$100,000–$110,000 Per Year

San Francisco, CA27 days ago

$150,000–$160,000 Per Year

San Francisco10 days ago

Full-time

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research.

Walnut Creek, California30+ days ago

Remote

$122,535–$208,715 Per Year

Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.

San Francisco, California30+ days ago

Remote

$92,114–$156,880 Per Year

San Francisco, CA14 days ago

$75–$85

Build and Execute an ROI-Driven Roadmap: Prioritize initiatives using clear success metrics, quantified impact, and business alignment. Summary: We are looking for a Lead Product Manager who thrives at the intersection of data, UX, and platform thinking, and who is motivated by improving funnel performance for both merchants and borrowers.

Fairfield, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Dublin, California30+ days ago

Open accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

New!

Fairfield, CA4 days ago

$18–$20 Per Hour

Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system. Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures.

San Francisco, California19 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Castro Valley (East Bay), California13 days ago

Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.

San Francisco, CA18 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

San Francisco, California25 days ago

Oversee and manage internal processes required for compliance and execution including onboarding of clients/borrowers, KYC, profitability analysis, committee approvals and minutes, deal logistics internally and externally, closing checklist and booking. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

San Francisco, California18 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

San Francisco, CA28 days ago

$350,000

We are building the institutional infrastructure —including pursuing a potential bank charter —and need a financially sophisticated executive to own the numbers, model the institution, and be a credible counterparty to regulators, banking partners, and our executive team. You will own the financial model of an institution, sit on the Asset-Liability Committee, and be accountable for the financial integrity of a regulated entity in an emerging-markets payments business with complex risk characteristics.

San Francisco, California8 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.

New!

Foster City, CA5 days ago

$115,000–$150,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).

New!

Foster City, CA6 days ago

$150,000–$225,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

San Francisco, California30+ days ago

$140,000–$165,000 Per Year

Benicia, CA22 days ago

$18–$23 Per Hour

Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

New!

Napa, CA1 day ago

$22–$32 Per Hour

This 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.

San Bruno, CA25 days ago

Full-time
Employee

As a part of the YouTube Finance team, you will be a part of the broader Strategy, Analytics, and Finance team (SAF) whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities, guiding the organization to make the best possible decisions, and enabling effective implementation with proactive and trusted risk management. You will be a well-rounded performer in a high-energy growth environment, bringing excellent data analysis skills, including SQL proficiency and modeling expertise, performing in-depth search into underlying assumptions while recommending efficient, scalable approaches.

Daly City, California30+ days ago

Obtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.

Hayward, California13 days ago

San Francisco, California19 days ago

San Francisco, California29 days ago

Hayward, California21 days ago

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

San Francisco, California22 days ago

$145,800–$194,400 Per Year

First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. SVB provides commercial banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries.

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Banking Jobs in Concord, CA

Senior Corporate Counsel, Commercial OKTA

Vice President, Investment Banking Healthcare Wedbush Securities

Managing Director, Fund Banking (Fund Finance) Stifel

Investment Banking Associate 1/2, Healthcare M&A Prospect Rock Partners

Investment Banking Senior Analyst Career Launch AI

Investment Banking Analyst Career Launch AI

Business Development Director -Startup Banking- Technology First Citizens Bank

Associate, Venture Lending & Banking- Project Finance Stifel

SVB - Relationship Manager II, Corporate Banking Relationship Management First Citizens Bank

Senior Global Treasury & Payments Advisor- Corporate Banking Tech First Citizens Bank

Investment Banking Analyst 2 Technology M&A Prospect Rock Partners

Healthcare Investment Banking Analyst / Associate Career Launch AI

Venture Banking Credit Analyst (Summer 2026 Start) Stifel

Vice President, Fund Banking Stifel

Investment Banking Analyst - Consumer & Retail (San Francisco, CA) Oppenheimer & Co. Inc.

Investment Banking Associate 2 Technology M&A Prospect Rock Partners

Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer & Co. Inc.

Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc.

2026 Experienced Investment Banking Analyst - Full-time Union Square Advisors

Senior Relationship Manager Commecial Banking City National Bank

Relationship Manager Technology Banking City National Bank

Lead Product Manager with Banking/Underwriting Kforce Inc.

Financial Advisor First Command Financial Services, Inc.

Teller (Senior Member Service Representative) Patelco Credit Union

Teller First Northern Bank of Dixon

Financial Advisor Northwestern Mutual

Sales Assistant Patelco Credit Union

Financial Advisor Valued Merchant Services

Associate, Project Finance Stifel

Financial Advisor City National Bank

Chief Financial Officer Phaxis

Managing Director, Venture & Growth Stage Lending Stifel

Financial Advisor Summitry

Senior Financial Advisor Summitry

Fiduciary Officer - San Francisco First Citizens Bank

Teller - 30 Hours Columbia Bank

Assistant Branch Manager Columbia Bank

Financial Analyst, YouTube Google

PATIENT FINANCIAL ADVISOR AHMC Healthcare

Sr Member Service Rep Patelco Credit Union

Customer Service Representative Community Choice Financial Family of Brands

Customer Service Representative (Bilingual) Community Choice Financial Family of Brands

Customer Service Representative(Bilingual) Community Choice Financial Family of Brands

Senior Global Treasury & Payments Advisor First Citizens Bank

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