24 Results for

Banking Jobs in San Jose, CA

Jobs

New!

San Jose, CA1 day 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.

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.

Palo Alto, CA25 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.

Santa Clara, California26 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.

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.

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 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.

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.

San Jose, 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.

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.

Los Gatos, CA30+ days ago

Enhance Banking Experiences: Recommend products and services tailored to customer needs, helping them improve their banking experience. Deliver Outstanding Service: Answer customer calls with a customer-first approach, solving their issues and making their banking experience memorable.

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.

Campbell, California10 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.

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.

New!

Castro Valley (East Bay), California4 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).

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.

New!

Foster City, CA4 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 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, CA16 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 Jose, California11 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.

New!

Hayward, California4 days ago

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Banking Jobs in San Jose, CA

Jobs

CFO AdvisorJoseph Michaels International

Sr. Business Development Manager, BankingQuinStreet

Private Banking Team LeadMRISpokane

Principal Commercial Credit Officer - Tech & Corporate BankingFirst Citizens Bank

Investment Banking Expert - M&AxAI

Investment Banking Expert - ECMxAI

Investment Banking Expert - DCMxAI

Lead Commercial Banking Relationship ManagerWells Fargo

Relationship Manager Business Banking SrCity National Bank

Manager Commercial BankingCity National 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.

Bank TellerHire Up Staffing Services

Teller (Senior Member Service Representative)Patelco Credit Union

Financial AdvisorNorthwestern Mutual

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

Sales AssistantPatelco Credit Union

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

Senior Financial AdvisorSummitry

Teller 30 hours San CarlosWells Fargo

Financial Analyst, YouTubeGoogle

Associate BankerEast West Bank

Sr Member Service RepPatelco Credit Union

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