NewSr. Business Development & Construction Services Manager Davron LLCSr. Business Development & Construction Services ManagerPleasant Hill, CAHEAD OF CONSTRUCTION DEVELOPMENT | DIRECTOR OF CONSTRUCTION | CONSTRUCTION EXECUTIVE | HEAVY CIVIL | SITE WORK | REMEDIAL CONSTRUCTION | ENVIRONMENTAL CONSTRUCTION | BUSINESS DEVELOPMENT | CLIENT RELATIONSHIPS | COST ESTIMATING | PROJECT DELIVERY | SAN FRANCISCO BAY AREA . This is an exciting senior leadership opportunity for a seasoned, client-facing construction professional who wants the smaller-company feel, strong executive influence, and ability to shape long-term growth while working with a supportive team that values culture, recognition, and work-life balance.
NewSales Associate ECLAROSales AssociatePleasant Hill, CADuties also include but are not limited to answering incoming calls, making outbound calls to clients and prospects, quoting, client / prospect communication documentation, data entry, and cross selling. The Sales Associate will assist a large number of current clients and prospects with selecting new plans during the 2027 Open Enrollment.
NewRegistered Veterinary Technician Banfield Pet HospitalsRegistered Veterinary TechnicianSausalito, CA$27.52–$39.75 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
NewRegistered Veterinary Tech Banfield Pet HospitalsRegistered Veterinary TechVacaville, CA$24.22–$34.98 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
NewRegistered Vet Tech Banfield Pet HospitalsRegistered Vet TechClayton, CA$27.52–$39.75 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
NewRegistered Vet Technician Banfield Pet HospitalsRegistered Vet TechnicianRoseland, CA$27.52–$39.75 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
NewRegistered VT Banfield Pet HospitalsRegistered VTVacaville, CA$24.22–$34.98 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
NewRegistereed Veterinary Technician Banfield Pet HospitalsRegistereed Veterinary TechnicianConcord, CA$27.52–$39.75 / hourBuild close relationships with pets and the humans who love them • Work closely with teammates and cultivate a positive, dynamic work culture • Impact the future of veterinary medicine with your own expertise and ways of practicing medicine • Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: • Flexible scheduling • Ability to practice at the top of your license • Locations all over the US to choose from • Opportunities for growth and leadership roles at Banfield, Mars, and other divisions of Mars • Dedicated onboarding and development support so you can grow your career (or become a coach yourself!) • National partner conferences for networking and continuing education • Discount on Fear Free Certification • Practice-paid subscription to NAVTA, VetGirl, and Vetfolio • Associate-led equity, inclusion, and diversity groups (we have 7 of them!)
Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-CoffinAllstate Insurance and Financial Services Account ManagerWalnut Creek, CAWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWindsor, CAAs a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAAs an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesWalnut Creek, CAData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerWalnut Creek, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesWalnut Creek, CADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Financial Services Analyst (5184C) Haas School of Business #86170 University of CaliforniaFinancial Services Analyst (5184C) Haas School of Business #86170Berkeley, CA$74,700–$107,000 / yearAs a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.
Oracle Technology Sales Director - Financial Services Accenture PlcOracle Technology Sales Director - Financial ServicesWalnut Creek, CAInteracts with senior management levels at clients and within Accenture, determines pursuit strategies, develops client messaging plans and relationships, and applies industry-leading Oracle transformation strategies and practices. You develop relationships with key buyers and decision-makers at new and existing clients by utilizing a differentiated roadmap and framework leveraging the latest cloud-based technologies.
Director, Patient Financial Services, Hospital Billing NorthBay Medical CenterDirector, Patient Financial Services, Hospital BillingFairfield, CA$185,000–$200,000 / yeart NorthBay Health, the Director of Patient Financial Services Hospital Billing (HB) will be responsible building and leading a highly effective centralized billing, follow-up, and collections department for NorthBay Health hospitals, ambulatory surgery centers, collaborate closely with and contributed to the success of other areas of the NorthBay Revenue Cycle, including but not limited to, front-end and middle revenue cycle operations, ambulatory revenue cycle operations, as well as collaborating with non-Revenue Cycle areas of NorthBay to contribute to the overall operational, financial, quality, and safety achievements and excellence of NorthBay Health. We are expanding access to care across our communities through two acute-care hospitals, including a Level II Trauma Center and a Level III NICU maternity unit, along with a cancer center, urgent care locations, and a growing network of primary and specialty care clinics.
Financial Services Analyst II, Part-time (4754C) - Physics University of CaliforniaFinancial Services Analyst II, Part-time (4754C) - PhysicsBerkeley, CA$34.01–$39.07 / hourAs a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. In coordination with BPIE Coordinator, makes venue and field trip reservations, researches vendors, processes payments in BearBuy, orders supplies, and processes reimbursements and general all administrative support for the program as needed in support of our BPIE/BETA Physics program.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalVallejo, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Service Representative - Suisun Branch Travis Credit UnionFinancial Service Representative - Suisun BranchSuisun City, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Financial Service Representative - Napa Branch Travis Credit UnionFinancial Service Representative - Napa BranchNapa, CaliforniaSchedule: Mon & Thur 10:30-6:00, Wed & Fri 9:30-6:00, Sat 9:30-2:30 35 hours/week Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
Financial Service Representative -Green Valley Branch Travis Credit UnionFinancial Service Representative -Green Valley BranchFairfield, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Financial Advisor Associate Stifel Financial CorpFinancial Advisor AssociateSanta Rosa, CAStifel 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.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CaliforniaFull timeStifel 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.
Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial CenterBerkeley, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: East Bay Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: East Bay MarketWalnut Creek, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift: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. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankBerkeley, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Solutions Advisor - Corte Madera Financial Center Bank of America CorpFinancial Solutions Advisor - Corte Madera Financial CenterCA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewFinancial Solutions Advisor- North Napa Financial Center Bank of America CorpFinancial Solutions Advisor- North Napa Financial CenterNapa, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Novato Financial Center Bank of America CorpFinancial Solutions Advisor - Novato Financial CenterNovato, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Vacaville Financial Center Bank of America CorpFinancial Solutions Advisor - Vacaville Financial CenterVacaville, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of AmericaFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Virginia Hills Financial CenterMartinez, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Advisor Northwestern MutualFinancial AdvisorWalnut Creek, California$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Planning Associate Burton Enright WelchFinancial Planning AssociateWalnut Creek, CA$85,000–$110,000Long-term, BEW expects the Financial Planning Associate to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
Business Solutions Advisor - Walnut Creek Main Financial Center Bank of AmericaBusiness Solutions Advisor - Walnut Creek Main Financial CenterWalnut Creek, CaliforniaPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
NewFinancial Planning Consultant (Walnut Creek, CA) Raymond James Financial IncFinancial Planning Consultant (Walnut Creek, CA)Walnut Creek, CA$70,304–$100,000 / yearUnder limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Financial Advisor Bank of MontrealFinancial AdvisorCA$63,300–$117,200 / yearBuilds 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. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociatePleasant Hill, CA$30–$33 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalNapa, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Operations Services Supervisor (Teller Manager) First Citizens BancShares IncOperations Services Supervisor (Teller Manager)San Pablo, CAOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Solutions Advisor - Diablo Market Bank of America CorpFinancial Solutions Advisor - Diablo MarketPleasant Hill, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Branch Services Assistant Manager San Francisco Federal Credit UnionBranch Services Assistant ManagerRichmond, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. This position focuses primarily on member engagement, sales and service delivery, and operational support, while also assisting the Branch Manager with staff oversight and day-to-day leadership duties when needed.
Personal Financial Counselor, PFC - Travis AFB, CA Magellan Health IncPersonal Financial Counselor, PFC - Travis AFB, CACAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Operational Branch Services Officer Westamerica BanCorporationOperational Branch Services OfficerNAPA, CAWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
Operational Branch Services Officer On-Call Westamerica BanCorporationOperational Branch Services Officer On-CallNovato, CAWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
Market Financial Center Manager- East-Bay Marin Market Bank of AmericaMarket Financial Center Manager- East-Bay Marin MarketConcord, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Market Financial Center Manager Bank of AmericaMarket Financial Center ManagerNapa, CaliforniaThis 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. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Product Associate - Mobile Services - Payments JPMorgan Chase Bank, N.A.Product Associate - Mobile Services - PaymentsWalnut Creek, CAFull timeSecurity-by-design: Ensure requirements incorporate appropriate security and privacy controls, including authentication and session handling, data-at-rest and data-in-transit expectations, secure storage, jailbreak/root detection considerations, and logging hygiene. Value-add mobile capabilities: Enable teams to appropriately leverage platform-native capabilities such as push notifications, biometrics, deep links, camera/file flows, device permissions, and feature flagging.