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727 Results for

Banking Management Jobs in Presidio, CA

Posting End Date:. $0.00 - $0.00

Benefits .

Mountain View, CA30+ days ago

p>In Strategy & Consulting, we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate.

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale.

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, CA29 days ago

p>Accenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience.

New!

Mountain View, CA6 days ago

We bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale.

As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.

San Francisco, South Dakota13 days ago

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  • Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities weserve. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first.

New!

San Francisco, CA3 days ago
  • $280,000–$330,000 Per Year

p>Unlike a traditional business development role focused on net-new logos, this position emphasizes growing existing client accounts by uncovering business challenges, developing strategic account plans, and aligning West Monroe''s technology capabilities to deliver measurable value. As a Director or Partner within our Banking Practice, you''ll play a pivotal role in helping clients navigate complex transformation initiatives while driving the continued growth of one of our fastest-growing practices.

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.

San Francisco, CA30+ days ago
  • $82,100–$172,500 Per Year

p>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.

  • Actively 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.

    • Mountain View, CA30+ days ago

    p>Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention.

    TD Bank logo

    San Francisco, New York21 days ago

    Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

    New!

    San Francisco, CA3 days ago
    • $155,000–$200,000 Per Year

    p>As the Director of Commercial Banking Marketing, you will be responsible for developing and delivering end-to-end marketing strategies and execution to drive growth across within the Commercial and Corporate Bank.

    • Influence and partner with cross-functional teams to design and deliver quarterly and annual integrated marketing plans spanning:

    • Digital marketing (website, search, display, paid social, content).

    Sunnyvale, CA17 days ago
    • $69,000–$127,800 Per Year

    li>Builds 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.

    • San Francisco, CA30+ days ago
    • $157,040–$235,560 Per Year

    li>Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met;

  • Identifies cross-sell opportunities to deepen and increase share of wallet;
  • Maximizes client experience by proactive sharing markets updates, trend and intelligence;
  • Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate.
  • 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.

    • Walnut Creek, CA30+ days ago
    • $104,550–$123,000 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.

    CA30+ days ago
    Remote

    p>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.

    Walnut Creek, CA30+ days ago
    • $132,260–$155,600 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.

    Walnut Creek, CA30+ days ago
    • $117,725–$138,500 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your business development and relationship‑building efforts-from loan generation to deposit growth to fee‑based production.

    San Francisco, CA30+ days ago
    • $135,000–$169,000 Per Year

    p>As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register.

    San Francisco, CA21 days ago
    • $135,000–$192,000 Per Year

    p>As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.

    San Francisco, CA30+ days ago
    • $117,725–$138,500 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.

    San Francisco, CA25 days ago
    • $149,600–$224,400 Per Year

    li>Establish strong strategic partnerships with leaders across Wealth, Retail, and Mortgage to identify, prioritize, and activate high-value cross-business referral opportunities that accelerate growth and deepen client engagement across the franchise.

  • Partner with Area Managers to translate Business Banking strategies into effective, scalable execution through Branch Teams, reinforcing alignment, operational discipline, and strategic focus across the region.

    • Walnut Creek, CA30+ days ago

    li>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

    San Francisco, CA30+ days ago

    p>As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) team within Commercial Banking, you will be responsible for acquiring, prospecting, growing, and retaining relationships in Middle Market Banking & Specialized Industries, with a focus on Healthcare, Higher Education, and Non-Profit clients. 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.

    San Francisco, CA30+ days ago
    • $160,350–$210,000 Per Year

    The primary responsibilities of the Director of Business Development are to build, maintain, and engage strategic relationships within the technology investor community to help scale and grow SVB''s businesses; be an SVB ambassador; cross-sell the SVB platform by winning and retaining the best opportunities; provide strategic insight and advice to critical investor relationships and internal bank stakeholders. The Director of Business Development works closely with SVB Startup Banking Relationship Managers to convert prospects into clients, as well as support Relationship Managers by delivering market insights, value beyond banking / founder success initiatives to their clients and collaborate to provide a best-in-class client experience.

    Walnut Creek, CA30+ days ago
    • $90,000–$110,000 Per Year

    Responsibilities:Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating riskIdentifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviewsDelivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the timeFosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunitiesLeverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goalsSupports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segmentCoaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric cultureRequired Qualifications:Has proven success in consultative sales in financial services or in business-to-business salesAbility to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific leversIs passionate about outside sales and enjoys spending time prospectingWants to enhance existing relationships and exceed sales goalsCan analyze financial conditions of clients and industry trendsCan understand and interpret financial statements and cash flow analysisHas excellent communication skills and demonstrated leadership abilityEnjoys partnering and negotiating with a team of bank employees to solve client issuesDemonstrated management of a client portfolio with focus on relationship development and deepeningThorough knowledge of small business financial products and servicesFamiliarity with CRM platforms and other banking systemsDesired Qualifications:Community leadershipStrong computer skills with an ability to multitask in a demanding environmentUndergraduate degree in business, finance or economics preferred or seven years relevant work experienceSkills:Client Experience BrandingClient ManagementClient Solutions AdvisoryCustomer and Client FocusPipeline ManagementCredit Documentation RequirementsFinancial AnalysisOral CommunicationsPrioritizationWritten CommunicationsCoachingInterpret Relevant Laws, Rules, and RegulationsProspectingRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Key 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.

    Oakland, California30+ days ago

    li>Collaborates 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 or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists.

    San Francisco, California30+ days ago

    li>

    Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s.

    • Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions.

    San Francisco, California27 days ago

    p>The VP will also be a key contributor to business development efforts that include idea generation and development, identifying key industry themes, drafting industry thought pieces, outbound prospect calling efforts and other related marketing activities.

    • Lead a range of deal assignments including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in person client meetings .

    San Francisco, CA19 days ago
    • $200,000–$225,000 Per Year

    Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview. 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.

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