50 Results for

Banking Jobs in Pleasanton, CA

Jobs

New!

San Jose, CA2 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

New!

SAN FRANCISCO, CA2 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, CA14 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, CA7 days 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.

San Francisco, CA30+ days ago

$140,000–$180,000 Per Year

With full regulatory approval and a vertically integrated technology stack, they’ve built something no one else in fintech has: a modern, compliant, real-time infrastructure layer that gives financial institutions direct, efficient access to ultra-safe government-backed assets. This role requires someone who’s fluent in banking decision cycles, credible with executive teams, and skilled at guiding institutions through complex risk, compliance, and treasury-oriented evaluations.

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

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, CA7 days 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, CA19 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.

Foster City, CA30+ days ago

Remote

$100,000–$135,000 Per Year

This is a highly cross-functional position that requires strong analytical judgment, a deep understanding of financial products and performance marketing dynamics, and the ability to collaborate effectively with both external partners and internal stakeholders. This high-impact role is responsible for driving revenue growth, managing and expanding financial-institution partnerships, and shaping marketplace strategy to deliver measurable business outcomes.

San Francisco, CA30+ days ago

Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.

San Francisco, CA19 days ago

$100,000–$110,000 Per Year

San Francisco, CA19 days ago

$150,000–$160,000 Per Year

Palo Alto, CA26 days ago

Senior candidates may be considered for an expanded producing Area Leader designation, with oversight responsibility for private bankers across Northern California and a direct role in shaping regional strategy alongside executive leadership. A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula.

New!

San Francisco, CA5 days ago

Full-time

Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations. As we continue to grow, we’re looking for a skilled Investment Banking Associate – Healthcare M&A to join our dynamic team and contribute to our mission of transforming business processes through technology.

Santa Clara, California27 days ago

$225,000–$315,000 Per Year

This role is part of the Technology and Healthcare Banking Credit team comprised of senior credit officers within the second line of defense Credit Administration organization covering the Bank’s Technology Corporate Banking lending activities. Life-Stage expertise in later stage technology companies as well as a strong understanding of the venture capital funding model and capital markets / syndicated credits for pre-public and public companies.

SAN JOSE, CA30+ days ago

$167,000–$260,000 Per Year

Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. + Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving mergers, acquisitions, divestitures, financial modeling, valuation techniques (e.g., DCF, comparables, precedent transactions), deal structuring, due diligence, pitch books, and fairness opinions. In this role, you will leverage your expertise in mergers, acquisitions, divestitures, financial modeling, valuation techniques, deal structuring, due diligence, pitch books, and fairness opinions to support the training of AI systems.

San Francisco, California14 days ago

$160,350–$210,000 Per Year

Walnut Creek, California25 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

Palo Alto, CA30+ days ago

$45–$100 Per Hour

We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world ECM dynamics.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes. In this role, you will leverage your expertise in debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes to support the training of AI systems.

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, California21 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.

Burlingame, CA30+ days ago

$92,114–$156,880 Per Year

This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act.

Walnut Creek, CA30+ days ago

$141,830–$263,408 Per Year

Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. * Sales Management ProcessEstablishes individual sales goals and objectives for team and creates an environment that encourages team members to develop profitable relationships and focus their efforts on achieving highest levels of performance.

Walnut Creek, CA30+ days ago

$148,495–$174,700 Per Year

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. + Collaborate with internal partners such as Business Banking Relationship Managers, product management and customer service staff to ensure the development and retention of profitable client relationships through effective account strategies.

Palo Alto, CA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Santa Clara, CA30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Palo Alto, CA30+ days ago

Full-time

As a Product Manager in New Banking Architecture Delivery Platform Team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

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.

San Francisco, California11 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.

San Francisco, California10 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.

New!

Castro Valley (East Bay), California5 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. This role is based in the San Jose-Almaden Branch, but also will support nine (9) other branches (Campbell, Milpitas, Redwood City, Santa Clara, San Jose-East, San Jose - Almaden, Sunnyvale, San Ramon, and Danville).

San Francisco, CA10 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.

Palo Alto, CA30+ days ago

$70,300–$99,900 Per Year

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Palo Alto, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, California17 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, CA20 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.

Oakland, CA30+ days ago

$41,600–$51,960 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function.

New!

Foster City, CA5 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.

Benicia, CA14 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!

Walnut Creek, CA5 days ago

The Territory Sales Manager will also partner with bank personnel including commercial lenders, branch managers, personal bankers, and tellers, in helping to generate and respond to referrals of merchant services prospects. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.

SAN CARLOS, CA30+ days ago

$22–$27.50 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

San Bruno, CA17 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.

San Francisco, California12 days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). 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 Jose, California12 days ago

$22–$23.50 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

San Francisco, California30+ days ago

$140,000–$165,000 Per Year

New!

Hayward, California5 days ago

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Banking Jobs in Pleasanton, CA

Jobs

CFO AdvisorJoseph Michaels International

Senior Corporate Counsel, CommercialOKTA

Vice President, Investment Banking HealthcareWedbush Securities

Investment Banking AnalystCareer Launch AI

Enterprise Account Executive | Sell a First-of-Its-Kind Banking Infrastructure PlatformBundoran Group

Associate, Venture Lending & Banking- Project FinanceStifel

Venture Banking Credit Analyst (Summer 2026 Start)Stifel

Healthcare Investment Banking Analyst / AssociateCareer Launch AI

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

Sr. Business Development Manager, BankingQuinStreet

Analyst, Healthcare Investment BankingWedbush Securities

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

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

Private Banking Team LeadMRISpokane

Investment Banking Associate – Healthcare M&ABright Vision Technologies

Principal Commercial Credit Officer - Tech & Corporate BankingFirst Citizens Bank

Lead Commercial Banking Relationship ManagerWells Fargo

Investment Banking Expert - M&AxAI

Business Development Director -Startup Banking- TechnologyFirst Citizens Bank

Senior Relationship Manager Commecial BankingCity National Bank

Relationship Manager Technology BankingCity National Bank

Investment Banking Expert - ECMxAI

Investment Banking Expert - DCMxAI

SVB - Relationship Manager II, Corporate Banking Relationship ManagementFirst Citizens Bank

Senior Global Treasury & Payments Advisor- Corporate Banking TechFirst Citizens Bank

Relationship Manager Business Banking SrCity National Bank

Manager Commercial BankingCity National Bank

Business Banking Treasury Management Payments Team LeadU.S. Bank

Commercial Banker - Startup Banking - Vice PresidentJPMorgan Chase Bank, N.A.

Commercial Banker - Emerging Middle Market Banking - Vice PresidentJPMorgan Chase Bank, N.A.

Vice President Product Manager - New Banking Architecture Delivery PlatformJPMorgan Chase Bank, N.A.

Teller (Senior Member Service Representative)Patelco Credit Union

Financial AdvisorNorthwestern Mutual

Financial AdvisorCity National Bank

Sales AssistantPatelco Credit Union

Financial AdvisorValued Merchant Services

J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAJPMorgan Chase

J.P. Morgan Advisors - Senior Client Associate - Palo AltoJPMorgan Chase Bank, N.A.

Associate, Project FinanceStifel

Chief Financial OfficerPhaxis

Part Time Teller - 20 Hours - Oakland Fruitvale Village Branch **Spanish Speaking Preferred**Citigroup

Senior Financial AdvisorSummitry

Teller - 30 HoursColumbia Bank

Merchant Relationship ManagerFresno First Bank

Teller 30 hours San CarlosWells Fargo

Financial Analyst, YouTubeGoogle

Client Service Associate - NRStifel

Associate BankerEast West Bank

Fiduciary Officer II - San FranciscoFirst Citizens Bank

Sr Member Service RepPatelco Credit Union

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