NewDe Novo Relationship Banker BMO FinancialDe Novo Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Senior Private Banker BMO FinancialSenior Private BankerSan Francisco, CA$122,400–$228,000 / yearApplication Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
Licensed Mortgage Loan Originator / Loan Officer Valued Merchant ServicesLicensed Mortgage Loan Originator / Loan OfficerSan Francisco, CARemoteFull timeWe are seeking motivated and relationship-driven Mortgage Loan Originators / Loan Officers to join a rapidly growing mortgage organization, one of the best AI Mortgage companies in the US, focused on delivering exceptional client experiences, operational efficiency, and competitive lending solutions. Are you a driven mortgage professional, performing at a level of $7M -$10M in annualy production, looking for a platform that provides the tools, support, flexibility, and compensation structure to help you maximize your production and long-term income potential?.
Reverse Mortgage Originator Development Program Mutual of Omaha MortgageReverse Mortgage Originator Development ProgramSouth San Francisco, CAFull timeState/local minimum wage base hourly non-recoverable draw plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorDanville, CAIn 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. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
SVP, Originator - Venture Technology in Silicon Valley Banc of CaliforniaSVP, Originator - Venture Technology in Silicon ValleyMenlo Park, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). The Senior Vice President, Originator is primarily accountable for developing new client relationships with ventured-backed technology companies, leading originations efforts with venture capital firms and their portfolios and structuring appropriate debt financing.
NewHigh-Impact Real Estate Loan Originator DunmorHigh-Impact Real Estate Loan OriginatorSan Francisco, CACandidates should excel in exceeding sales targets and building strategic partnerships, focusing on origination volumes of $3 million monthly. Dunmor is looking for driven Loan Originators to drive sales in real estate financing.
Mortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage) PulteGroupMortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage)Pleasanton, CA$86,200–$107,700 / yearThe Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
Mortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage) PulteGroupMortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage)Pleasanton, CaliforniaThe Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)San Mateo, 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 (SAFE) Wells Fargo & CoCA-WA Private Mortgage Banker (SAFE)Sunnyvale, 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 BankerWalnut Creek, 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.
CA-WA Mortgage Retail Sales Consultant (SAFE) Wells Fargo BankCA-WA Mortgage Retail Sales Consultant (SAFE)Alameda, 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.
Community Mortgage Bank Sales Consultant Wells Fargo BankCommunity Mortgage Bank Sales ConsultantOakland, 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. Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.
Mortgage Area Sales Manager - Northern California Fifth Third BancorpMortgage Area Sales Manager - Northern CaliforniaCASUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues.
Community Mortgage Lending Officer SAFE Act - SAN FRANCISCO Citigroup IncCommunity Mortgage Lending Officer SAFE Act - SAN FRANCISCOSan Francisco, CAAppropriately 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. The Community Mortgage Lending Officer is responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team.
Mortgage Lending Officer SAFE Act - SAN FRANCISCO Citigroup IncMortgage Lending Officer SAFE Act - SAN FRANCISCOSan Francisco, CA$60,000–$175,000 / 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. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Community Mortgage Lending Officer SAFE Act -Fresno Citigroup IncCommunity Mortgage Lending Officer SAFE Act -FresnoFremont, CAQualifications: • 2-5 years relevant experience • Residential Mortgage experience required • 3+ years previous mortgage sales experience required • Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory • Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs • Established book of business • FHA/VA & conventional loan experience is preferred • The ability to comprehend and explain financial calculations and pricing alternatives • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA • Demonstrated customer service skills • Self-motivated and able to work independently • Strong relationship development and management skills • Expertise of general lending products and overall mortgage industry. • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms 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.
Senior Mortgage Loan Underwriter San Francisco Federal Credit UnionSenior Mortgage Loan UnderwriterSan Francisco, 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. The Senior Mortgage Loan Underwriter position is responsible for underwriting all types of mortgage loans and lines of credit offered by the Credit Union ensuring they are underwritten in compliance with company policies and procedures, agency and investor guidelines, and regulatory requirements.
Mortgage Lending Officer SAFE Act - SANTA CLARA Citigroup IncMortgage Lending Officer SAFE Act - SANTA CLARASanta Clara, CA$60,000–$175,000 / 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. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Senior Regional Sales Manager - Commercial Mortgage Lending - Managing Director JPMorgan Chase Bank, N.A.Senior Regional Sales Manager - Commercial Mortgage Lending - Managing DirectorSan Francisco, CAFull timeRegional Sales Manager, Commercial Mortgage Lending - Northern California & Pacific Northwest, Commercial Real EstateCommercial Mortgage Lending (CML) provides term financing and payments solutions to commercial real estate owners and operators - primarily private investors and generational family offices -on industrial, retail, office and mixed-use properties. Under the direction of the Head of Commercial Mortgage Lending, Regional Sales Manager is directly responsible for building an effective team of Client Sales Managers and staff, and assisting these teams of originators in managing and/or cultivating new and existing relationships with commercial investment property owners.
MIM - MetLife CRE Loan Asset Management MetLife IncMIM - MetLife CRE Loan Asset ManagementSan Francisco, CA$130,000–$150,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. The Associate will be responsible for loan asset management, servicing including enforcing the Loan Agreements, surveillance, and valuations of the properties for existing loans for the preparation of Collateral Valuation Template for mortgage ratings for a portfolio of commercial real estate loans managed by MetLife Investment Management's Los Angeles Regional Office.
Senior Premier Banker South Shore Alameda Wells Fargo & CoSenior Premier Banker South Shore AlamedaAlameda, CA$37–$65.50 / hourThe following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
AVP Real Estate Provident Central Credit UnionAVP Real EstateRedwood City, CA$155,000–$202,000 / yearEssential Functions: Oversee real estate loan origination, processing, underwriting, closing and fundings of all mortgages within the company including 1st mortgage portfolio and FNMA/FNMA, 2nd mortgage fixed and home equity, and multifamily. Monitor audit and quality control processes, ensuring timely completion, adherence to portfolio, investor and regulatory guidelines; ensure timely and accurate reporting of findings and concerns to senior management.
Financial Solutions Advisor Registration Candidate- Peninsula Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Peninsula MarketSan Mateo, CA$28.85–$33.65 / hourShift & Hours Shift: 1st shift Location: United States of America Hours Per Week: 40 Learn more about this role | View transcript | Close transcript Video Transcript Summary Music in background throughout Bank of America® logo shown periodically throughout On screen copy: Advisor Training Programs On screen disclosure: Please see important information at the end of this video. 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 youve learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CA$28.85–$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- North Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- North Bay MarketSan Rafael, CASkills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. 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 youve learned by growing and deepening relationships within a portfolio of clients.
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 Solutions Advisor Registration Candidate- Silicon Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, 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; 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.
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.
Financial Solutions Advisor Registration Candidate - Diablo Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Diablo MarketPleasant Hill, 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; 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.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill OfficeSan Francisco, CaliforniaThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Private Client Banker - Moraga Way and School St- Moraga, CA JPMorgan Chase Bank, N.A.Private Client Banker - Moraga Way and School St- Moraga, CAMoraga, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Grant Avenue and 7th St- Novato, CA JPMorgan Chase Bank, N.A.Private Client Banker - Grant Avenue and 7th St- Novato, CANovato, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Required - San Francisco, CA JPMorgan Chase Bank, N.A.Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Required - San Francisco, CASan Francisco, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Diablo Hills Market - Walnut Creek, CA JPMorgan Chase & CoPrivate Client Banker - Diablo Hills Market - Walnut Creek, CAWalnut Creek, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Corte Madera Branch- Corte Madera, CA JPMorgan Chase & CoPrivate Client Banker - Corte Madera Branch- Corte Madera, CACABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Noriega and 19th Branch - Bilingual in Cantonese and English Preferred - San Francisco, CA JPMorgan Chase & CoPrivate Client Banker - Noriega and 19th Branch - Bilingual in Cantonese and English Preferred - San Francisco, CASan Francisco, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Diablo Hills Market - San Ramon, CA JPMorgan Chase & CoPrivate Client Banker - Diablo Hills Market - San Ramon, CASan Ramon, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Silicon Valley Market - Sunnyvale, CA JPMorgan Chase & CoPrivate Client Banker - Silicon Valley Market - Sunnyvale, CASunnyvale, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Fremont Market - Fremont, CA JPMorgan Chase & CoPrivate Client Banker - Fremont Market - Fremont, CAFremont, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Silicon Valley Market - Mountain View, CA JPMorgan Chase & CoPrivate Client Banker - Silicon Valley Market - Mountain View, CAMountain View, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Mathilda Ave Branch - Sunnyvale, CA JPMorgan Chase & CoPrivate Client Banker - Mathilda Ave Branch - Sunnyvale, CASunnyvale, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Palo Alto Market- San Carlos, CA JPMorgan Chase & CoPrivate Client Banker - Palo Alto Market- San Carlos, CASan Carlos, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Tiburon- Tiburon, CA JPMorgan Chase & CoPrivate Client Banker - Tiburon- Tiburon, CACABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Senior Business Banker I or II TriCo BancsharesSenior Business Banker I or IISouth San Francisco, CA$31–$41 / hourEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Your business acumen and interpersonal skills - active listening, insightful questioning, building rapport - enable you to drive productive dialog with current and potential business banking customers about their operations and the lending, treasury, and merchant services benefits we offer.
Senior Banker or Senior Business Banker TriCo BancsharesSenior Banker or Senior Business BankerPacifica, CA$27–$31 / hourEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Your business acumen and interpersonal skills - active listening, insightful questioning, building rapport - enable you to drive productive dialog with current and potential business banking customers about their operations and the lending, treasury, and merchant services benefits we offer.
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.
Financial Solutions Advisor- Napa, Marin, Sonoma Areas Bank of America CorpFinancial Solutions Advisor- Napa, Marin, Sonoma AreasCA$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. Back to search results Financial Solutions Advisor- Napa, Marin, Sonoma Areas Santa Rosa, California; Petaluma, California; Greenbrae, California; Napa, California; Rohnert Park, California; Sebastopol, California; Novato, California; Healdsburg, California; Sonoma, California; Corte Madera, California; San Rafael, California; Santa Rosa, California; Mill Valley, California; Napa, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Peninsula Area Bank of America CorpFinancial Solutions Advisor- Peninsula AreaSan Mateo, 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. Back to search results Financial Solutions Advisor- Peninsula Area San Mateo, California; San Francisco, California; San Francisco, California; Foster City, California; Daly City, California; Belmont, California; San Francisco, California; South San Francisco, California; San Francisco, California; San Mateo, California; Millbrae, California; San Bruno, California; Burlingame, California; San Francisco, California; Daly City, California; San Francisco, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.