Services Contracts Director BloomEnergyServices Contracts DirectorSan Jose, CA$209,100–$300,900The Contracts Director – Services defines and governs the commercial contracting framework for the Services business, ensuring profitable growth, disciplined risk management, and execution-ready deals. The role partners across the full lifecycle—from deal structuring and negotiation to renewals, changes, and termination—ensuring alignment between commercial intent, financial models, contractual terms, and operational delivery.
Labor Services II United Business BankLabor Services IISan Jose, CAThe Labor Services II professional is responsible for growing and maintaining a medium size portfolio of union clients, along with developing relationships with prospective clients in the union and professional/small business market by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered.
NewRelationship Banker - Mountain View - Mountain View CA JPMorganChaseRelationship Banker - Mountain View - Mountain View CAMountain View, CAOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Financial Sales Manager II Target First Citizens BankFinancial Sales Manager II TargetSan Francisco, California$105,000–$125,000 / yearFull timeQualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Employee Relationship Manager - Financial Wellness Solutions PNC BankEmployee Relationship Manager - Financial Wellness SolutionsSan Francisco, CaliforniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. As an Employee Relationship Manager you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients’ organizations. .
Associate Director - Financial Due Diligence - Private Equity Advisory CrossCountry ConsultingAssociate Director - Financial Due Diligence - Private Equity AdvisorySan Francisco, CAServe as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors. Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences.
Business Services Representative Target First Citizens BankBusiness Services Representative TargetPalo Alto, California$80,000–$95,000 / yearFull timeRequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, 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.
NewBank Operations Services Supervisor (Teller Manager) First Citizens BankBank Operations Services Supervisor (Teller Manager)San Francisco, California$25.24–$38.70 / hourFull timeQualifications: Bachelor's Degree and 1 years of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management. 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.
Lead Financial Advisor Claire Myers ConsultingLead Financial AdvisorSan Francisco, CaliforniaOur client is a highly respected, team-oriented wealth management firm with a strong track record of long-term client relationships and internal collaboration. They are seeking a Lead Financial Advisor who can step into a meaningful client-facing role immediately, managing sophisticated relationships while contributing to the continued growth of the firm.
VP, Product Management, Services FiservVP, Product Management, ServicesSunnyvale, CaliforniaThe role will own a comprehensive Services platform that combines point-of-sale, scheduling, payments, customer engagement, subscriptions, invoicing, mobile workforce management, AI-powered automation, and embedded financial services into a seamless commerce experience . This leader will work across Engineering, Design, Sales, Marketing, Operations, Risk, Customer Success, and external technology partners to deliver differentiated commerce solutions that drive customer growth, merchant retention, and revenue expansion.
Associate Director of Financial Aid Operations and Technology CSU CareersAssociate Director of Financial Aid Operations and TechnologySan José, CaliforniaFinancial Aid and Scholarship Office is seeking an Associate Director of Financial Aid Operations and Technology to provide leadership and management for technology-supported services used in the administration of student financial aid programs. Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf.
Associate Director of Financial Aid Operations and Technology San José State UniversityAssociate Director of Financial Aid Operations and TechnologySan José, CaliforniaFinancial Aid and Scholarship Office is seeking an Associate Director of Financial Aid Operations and Technology to provide leadership and management for technology-supported services used in the administration of student financial aid programs. Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf.
Licensed Financial Representative AmplifyLicensed Financial RepresentativeSan Francisco, CARemote$50,000–$200,000This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions.
M&A Financial Due Diligence Manager DeloitteM&A Financial Due Diligence ManagerSan Jose, CA$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Financial Analyst, Client Advisory Jordan Park GroupFinancial Analyst, Client AdvisorySan Francisco, CaliforniaThe expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm’s functional areas (e.g., Client Advisory, Investment Team, etc.).
SR Financial Analyst Patelco Credit UnionSR Financial AnalystDublin, California$105,004–$131,259 / yearFull timePatelco 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. Superior Excel and PowerPoint skills working with large volumes of data, validate, using v-lookups and pivot tables, also formatting data in a clear, presentable way.
NewRelationship Banker - Stevens Creek - Cupertino, CA JPMorganChaseRelationship Banker - Stevens Creek - Cupertino, CACupertino, CAOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Account Representative - State Farm Agent Team Member AJ Abdelkhalek - State Farm AgentAccount Representative - State Farm Agent Team MemberPleasanton, CAFull timeDevelop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
VP, Home Loans Patelco Credit UnionVP, Home LoansDublin, California$240,000–$260,000 / yearFull timeAs a not-for-profit, full service financial institution, what we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focus on transparency, simplicity, and trust. About Patelco Credit Union: Patelco Credit Union, with assets now totaling more than $9 billion and 500,000 members nationwide, we are looking to fill the position of Vice President, Home Loans.
Vice President, Client Advisory Jordan Park GroupVice President, Client AdvisorySan Francisco, CaliforniaBy seamlessly integrating investment management, financial planning, and tailored advice, the team addresses the full spectrum of clients’ financial needs-including portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, philanthropic strategies, and other critical aspects of wealth management. Cultivate a client-centric and service-driven experience by proactively engaging clients and their other advisors with tailored insights, anticipating and addressing emerging needs, and equipping clientswith the knowledge, resources, and confidence to make empowered, well-informed decisions.