NewWealth Management Private Banker Fremont BankWealth Management Private BankerFremont, California$92,500–$127,500 / yearFull timeThis includes conducting comprehensive needs assessments, providing personalized financial advice, and actively developing new business opportunities with high-net-worth business and consumer clients. This individual will manage a portfolio of clients, recommend appropriate financial products, and ensure the delivery of tailored banking, credit/borrowing, and investment solutions aligned with each client’s goals.
NewSenior Premier Banker Milpitas Wells Fargo BankSenior Premier Banker MilpitasMilpitas, California$37–$65.50 / hourThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Lead Wealth Management Banker - Professional Services (LSG) Wells Fargo BankLead Wealth Management Banker - Professional Services (LSG)Palo Alto, CaliforniaThey 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. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services.
Citi Wealth At Work - Law Firm Group - Associate Banker - Avp/Vp - West Coast Citigroup Inc.Citi Wealth At Work - Law Firm Group - Associate Banker - Avp/Vp - West CoastPalo Alto, CA$88,400–$182,000 / yearAppropriately 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Associate Banker Safe Act LO, AVP - San Francisco Area Citigroup Inc.Associate Banker Safe Act LO, AVP - San Francisco AreaPalo Alto, CA$109,120–$163,680 / yearAppropriately 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Managing Director, Private Banker, Palo Alto Citigroup Inc.Managing Director, Private Banker, Palo AltoPalo Alto, CA$250,000–$500,000 / yearAppropriately 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. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
NewUniversal Banker Fremont BankUniversal BankerFremont, California$23.56–$33.65 / hourFull timeThe Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients, and develops and maintains internal partner relationships to maximize cross-sell. Why Fremont Bank?: Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years.
Private Banker Sales Manager Fremont BankPrivate Banker Sales ManagerLivermore, California$130,000–$170,000 / yearFull timePosition Summary: The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers in driving business growth and delivering Six Diamond Experience. Why Fremont Bank?: Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years.
Business Banker First Citizens BankBusiness BankerPalo Alto, California$146,325–$195,100 / yearFull timeRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business lending, deposit and cash management solutions, Knowledge retail and wealth solutions referred, Business development, Networking and building centers of influence. Operations 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.
Citi Private Bank | Uhnw Banker | San Francisco & Palo Alto Citigroup Inc.Citi Private Bank | Uhnw Banker | San Francisco & Palo AltoPalo Alto, CA$200,000–$300,000 / yearAppropriately 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. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Senior Banker II Bank of AmericaSenior Banker IIRedwood City, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. 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.
Universal Banker Santa Cruz County BankUniversal BankerSanta Cruz, CA$27–$31.50 / hourWhile performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard. West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.
Vice President, Relationship Manager-Enterprise Software Hsbc Private BankVice President, Relationship Manager-Enterprise SoftwareMountain View, CAThe final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
NewBusiness Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentSanta Clara, CAManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentSanta Clara, CAAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Part Time (30 Hours) Associate Banker, S Norfolk St and E Hillsdale Bl Branch, San Mateo, CA Bilingual Mandarin Required JPMorgan Chase Bank, N.A.Part Time (30 Hours) Associate Banker, S Norfolk St and E Hillsdale Bl Branch, San Mateo, CA Bilingual Mandarin RequiredSan Mateo, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Associate Banker BMO (Bank of Montreal)Associate BankerSan Jose, CA$44,300–$66,400 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
NewCA-WA Private Mortgage Banker (SAFE) Wells Fargo & CoCA-WA Private Mortgage Banker (SAFE)San Jose, CAThey 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.
CA-WA Private Mortgage Banker Wells Fargo BankCA-WA Private Mortgage BankerSan Mateo, CaliforniaThey 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.
NewSales & Service Representative (Universal Banker) $2K sign on bonus First Citizens BankSales & Service Representative (Universal Banker) $2K sign on bonusPalo Alto, California$20–$28 / hourFull timeOperations 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. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.