48 Results for

Personal Banker Jobs in San Francisco, CA

Jobs

Los Altos, California30+ days ago

We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.

Oakland, CA30+ days ago

$61,280–$85,520 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.

San Francisco, California12 days ago

Remote

$22.27–$33.43 Per Hour

Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.

San Francisco, CA30+ days ago

$25.93–$41.43 Per Hour

Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities. * Calls on and collaborates with prospects and existing clients to determine their financial needs and with minimal guidance formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.

San Francisco, CA30+ days ago

$25–$32.69 Per Hour

Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.

San Francisco, CA30+ days ago

$25–$32.69 Per Hour

1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

San Francisco, CA30+ days ago

Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.

San Francisco, California30+ days ago

Remote

$122,535–$208,715 Per Year

Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.

New!

Palo Alto, CA5 days ago

$25.50–$30.50 Per Hour
Full-time

Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage . Location: Palo Alto Experience Center - Palo Alto, CA 94306Target Compensation in Palo Alto, CA: $25.50 - $30.50 per hour + monthly incentiveBenefits options include: Traditional medical, dental, and vision coverage.

Palo Alto, CA30+ days ago

$25–$30.48 Per Hour

Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements. + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings.

San Jose, California15 days ago

Position Summary: The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. May delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.

Walnut Creek, CA30+ days ago

Remote

$60,000–$70,000 Per Year

In addition, the Universal Banker (UB) will be responsible for assisting clients with a variety of requests and inquiries, both over the phone and in a virtual environment using LIVE, including change of address, copies of statements and billings, payoff demands, loan advances, stop payments, billing requests, opening new accounts, and other requests that will be defined over time. Job Details Level Management Job Location Denver 24 - Greenwood Village, CO Position Type Full Time Salary Range $60000.00 - $70000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported.

San Jose, California30+ days ago

Position Summary: The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. May deliver Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.

San Francisco, CA30+ days ago

$56,500–$73,700 Per Year

Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). + Appropriately assesses risk when business decisions are made, demonstrating 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.

Menlo Park, CA24 days ago

Full-time

Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Walnut Creek, California18 days ago

$147,330–$196,440 Per Year

Required 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.

San Francisco, California20 days ago

$26–$29 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

San Francisco, California30+ days ago

$161,190–$214,920 Per Year

RequiredSkill(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.

New!

San Francisco, CA6 days ago

$23.20–$30.90 Per Hour

This position may require you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. + This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

Palo Alto, CA30+ days ago

$50,030–$65,270 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._.

Burlingame, CA30+ days ago

$50,030–$65,270 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._.

Oakland, CA30+ days ago

$50,030–$65,270 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._.

San Leandro, CA30+ days ago

$25–$32.69 Per Hour

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. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

San Francisco, CA30+ days ago

$25–$32.69 Per Hour

You will welcome and assist clients that walk into our branches 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. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

San Francisco, CA30+ days ago

$25–$32.69 Per Hour

San Rafael, CA30+ days ago

$25–$32.69 Per Hour

Hayward, CA26 days ago

Full-time

Pacifica, CA30+ days ago

Full-time

San Mateo, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA26 days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Ramon, CA28 days ago

Full-time

San Bruno, CA27 days ago

Full-time

Mountain View, CA25 days ago

Full-time

San Francisco, CA25 days ago

Full-time

San Bruno, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

$147,250–$245,000 Per Year

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

San Francisco, CA30+ days ago

$147,250–$245,000 Per Year

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Palo Alto, CA20 days ago

Senior candidates may be considered for an expanded producing Area Leader designation, with oversight responsibility for private bankers across Northern California and a direct role in shaping regional strategy alongside executive leadership. A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula.

San Francisco, CA30+ days ago

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. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.

Walnut Creek, CA30+ days ago

$118,750–$182,000 Per Year

Acquire, 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.

Berkeley, California22 days ago

San Francisco, CA30+ days ago

$100,000–$110,000 Per Year

The Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New!

San Francisco, California6 days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

San Francisco, CA30+ days ago

$36.54–$48.56 Per Hour

Provide physical demand required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, California13 days ago

Remote

$87,027–$138,965 Per Year

Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. WHAT WILL YOU DO?Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.

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Personal Banker Jobs in San Francisco, CA

Jobs

Personal BankerWaFd Bank

Personal Banker SAFE Act - Oakland Fruitvale Village Branch **Spanish Speaking Preferred**Citigroup

Relationship BankerCity National Bank

Relationship Banker SrCity National Bank

Associate Relationship Banker - Potrero Branch - San Francisco, CAJPMorgan Chase

Relationship Banker - Golden Gate Market - San Francisco, CA (Bilingual Cantonese Preferred)JPMorgan Chase

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Directorciti private bank

Private BankerCity National Bank

Relationship Banker (Palo Alto Experience Center)First Technology Federal Credit Union

Full Time Associate Banker JPMorgan Financial Center (40 hours) - Palo Alto, CAJPMorgan Chase

Senior Relationship BankerTechnology Credit Union

Assistant Client Service Manager/Universal BankerUnited Business Bank

Relationship BankerTechnology Credit Union

Head Universal Banker (40 Hours)- Pacific Heights BranchCitigroup

Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CAJPMorgan Chase Bank, N.A.

Business BankerFirst Citizens Bank

Senior Relationship BankerEast West Bank

Commercial BankerFirst Citizens Bank

Relationship BankerColumbia Bank

Part time Universal Banker (20 Hours ) Palo Alto MainCitigroup

Part Time (20 hour) Universal Banker- Burlingame BranchCitigroup

Part Time Universal Banker - 20 Hours - Oakland MacArthur BranchCitigroup

Relationship Banker - Greenhouse Branch - San Leandro, CAJPMorgan Chase

Associate Relationship Banker - Taraval and 19th Branch - San Francisco, CA (Cantonese or Mandarin Bilingual Preferred)JPMorgan Chase

Associate Relationship Banker - Van Ness & McAllister Branch - San Francisco, CAJPMorgan Chase

Private Client Banker - Marin Napa Market - San Rafael, CAJPMorgan Chase

Relationship Banker - Southland Branch - Hayward, CAJPMorgan Chase Bank, N.A.

Associate Relationship Banker - Peninsula Market - Pacifica, CAJPMorgan Chase Bank, N.A.

Relationship Banker Palo Alto Market- San Mateo, CAJPMorgan Chase Bank, N.A.

Relationship Banker - Peninsula Market - San Francisco, CAJPMorgan Chase Bank, N.A.

Associate Relationship Banker- Mission Bay King St Branch- San Francisco, CAJPMorgan Chase Bank, N.A.

Relationship Banker - Golden Gate Market - San Francisco, CAJPMorgan Chase Bank, N.A.

Relationship Banker - San Ramon Branch - San Ramon, CAJPMorgan Chase Bank, N.A.

Relationship Banker - Peninsula Market - San Bruno, CAJPMorgan Chase Bank, N.A.

Relationship Banker - San Antonio Financial Center - Mountain View, CAJPMorgan Chase Bank, N.A.

Relationship Banker-California St Branch- San Francisco, CAJPMorgan Chase Bank, N.A.

Associate Relationship Banker - San Bruno - San Bruno, CAJPMorgan Chase Bank, N.A.

Associate Relationship Banker - Golden Gate Market - San Francisco, CAJPMorgan Chase Bank, N.A.

Commercial Banker - Mid-Corporate Banking - Vice PresidentJPMorgan Chase

Commercial Banker - Life Sciences Banking - Vice PresidentJPMorgan Chase

Private Banking Team LeadMRISpokane

Investment Banking Director - Technologyciti private bank

Business Relationship Manager Senior Acquisition - Vice PresidentJPMorgan Chase

Floating Team Lead - East Bay Shore/SF PeninsulaPatelco Credit Union

International Private Bank- Program Analyst-JPMorgan Chase

Client Service Associate - NRStifel

Executive Administrative Assistant - Middle Market Banking and Specialized IndustriesJPMorgan Chase

Private Wealth AnalystCity National Bank

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