Customer Service - Banking Johnson Service GroupCustomer Service - BankingWatsonville, CAAdministrative & Compliance Tasks: Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs. Assists customers with account reconcilement, copies of statements and checks, orders checks, account closures, address changes, stop payments, debit card maintenance, and safe deposit box entrances.
Lead Product Designer, Banking StepLead Product Designer, BankingSan Mateo, CARemoteThe ideal candidate is a passionate designer who is proactive in product ownership, comfortable working closely with cross-functional teams to influence product strategy and rally them around elegant, innovative mobile solutions that delight our customers. Beast Industries spans digital media, consumer products, philanthropy, and new ventures, with an audience reach no consumer company has ever had — and Step is tasked with turning that reach into financial literacy and tools for the next generation at massive scale.
NewTechnical Product Lead, Commercial Banking DeloitteTechnical Product Lead, Commercial BankingSan Jose, CA$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
Investment Banking Associate AQ Technology PartnersInvestment Banking AssociateRedwood City, CAOur Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office.
Investment Banking Analyst AQ Technology PartnersInvestment Banking AnalystRedwood City, CAOur Analysts benefit from our small teams, working closely with experienced senior technology bankers, and getting hands-on experience on live deals in a multitude of technology and software-centric subsectors. We are seeking an experienced Investment Banking Analyst to join our team supporting transactions with growth software companies based in our Redwood City, CA office.
Investment Banking Technology Analyst - New York OR Menlo Park Morgan StanleyInvestment Banking Technology Analyst - New York OR Menlo ParkMenlo Park, New YorkThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Banking Technology Associate - NYC Or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate - NYC Or Menlo Park, CAMenlo Park, CA$150,000–$225,000 / yearSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewInvestment Banking Technology Vice President - NYC or Menlo Park, CA Morgan StanleyInvestment Banking Technology Vice President - NYC or Menlo Park, CAMenlo Park, New YorkSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
SAVP - Account Manager Banking and Payments - San Jose Damco Solutions IncSAVP - Account Manager Banking and Payments - San JoseSan Jose, CAScout and scope new opportunities within the account by participating in client's review meetings identify problem statements and map client's services and products to develop customized solutions. Strong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients.
Investment Banking Director AQ Technology PartnersInvestment Banking DirectorRedwood City, CAParticipate in selling/pitching AQ’s services/products to clients and prospects, leveraging the understanding of key sector trends and strategic direction of our clients to win business. Build and maintain relationships with client senior executives and assume role of day-to-day client contact for questions, comments, inputs and transaction related matters.
SOC Operator - Banking Investment Allied UniversalSOC Operator - Banking InvestmentSan Mateo, CaliforniaFull timeAs an Unarmed Security Officer at a financial institution, you will monitor and patrol assigned areas, maintain a visible presence to help deter security-related incidents, and provide exceptional customer service and communication. Conduct regular and random unarmed patrols of office areas, entry points, parking areas, and the surrounding perimeter to help to deter unauthorized activity and identify security-related concerns.
Business Banking Relationship Manager III (San Jose) Fifth Third BankBusiness Banking Relationship Manager III (San Jose)San Jose, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Full Stack Software Engineer, Credit Cards & Banking RobinhoodFull Stack Software Engineer, Credit Cards & BankingMenlo Park, CA$166,000–$195,000 / yearRobinhood's Credit Card & Banking Product Engineering team conceptualizes, designs and builds our entire customer-facing product: from mobile application to underlying backend systems. Join us - you will have exceptional peers, autonomy and ownership over product features in a dynamic and sophisticated environment, and an opportunity to deliver immediate impact to millions of potential customers.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerSan Jose, 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/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Business Banking Relationship Manager Bank of AmericaBusiness Banking Relationship ManagerSan Jose, CaliforniaKey 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewStaff Product Manager, Banking RobinhoodStaff Product Manager, BankingMenlo Park, CA$191,000–$225,000 / yearBase pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. Collaborate with cross functional stakeholders such as legal, compliance, operations, finance, and customer success to ensure products are built the right way.
Senior Business Banking Relationship Manager (LO) Wells Fargo BankSenior Business Banking Relationship Manager (LO)Campbell, California$104,000–$168,000 / yearThey 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Relationship Manager, Japanese Banking (Pac Rim) BMO (Bank of Montreal)Relationship Manager, Japanese Banking (Pac Rim)San Jose, CA$69,000–$127,800 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.
Investment Banking Executive Assistant - Menlo Park Morgan StanleyInvestment Banking Executive Assistant - Menlo ParkMenlo Park, CA$65,000–$125,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. You will provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings.
Director, Arc - Banking Strategy & GTM CircleDirector, Arc - Banking Strategy & GTMSan Jose, CA$212,500–$272,500 / yearWorking across Ecosystem Partnerships, Product, and Commercial leadership, you will identify high-value market opportunities, develop the strategic roadmap for the banking ecosystem, architect complex partnership and commercial structures, and influence product investments required to unlock adoption. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.