NewVice President, Fund Banking StifelVice President, Fund BankingSan Francisco, 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. The Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.
NewManaging Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CAStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). 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.
NewFund Banking Analyst StifelFund Banking AnalystSan Francisco, 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.
Associate Private Banker Morgan StanleyAssociate Private BankerSan Rafael, CA$85,000–$135,000 / yearSkills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Banker Morgan StanleyPrivate BankerMenlo Park, CA$110,000–$185,000 / yearStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorSan Francisco, CAOur 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.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentSan Francisco, CAOur 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.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateSan Francisco, CAOur 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.
NewSenior Private Banker for UHNW Wealth & Relationships Daily Recruits, LLCSenior Private Banker for UHNW Wealth & RelationshipsSan Francisco, CAThe Managing Director – Senior Private Banker will originate and grow client relationships, monitor client needs, and collaborate across teams to execute complex transactions while achieving annual AUM and revenue goals.#J-18808-Ljbffr. The role targets high‑net‑worth and ultra‑high‑net‑worth clients, delivering customized wealth management with discretion and confidentiality.
NewU.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateSan Francisco, CAFull timeOur 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.
NewU.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorWalnut Creek, CAFull timeOur 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.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice PresidentSan Francisco, CAFull timeOur 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.
NewU.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorSan Francisco, CAFull timeOur 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.
International Private Bank- Private Banker- Executive Director JPMorgan Chase Bank, N.A.International Private Bank- Private Banker- Executive DirectorSan Francisco, CAFull timeOur 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. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Asia Market.
International Private Bank - Senior Associate Banker - Global Families Group (Asia) JPMorgan Chase & CoInternational Private Bank - Senior Associate Banker - Global Families Group (Asia)San Francisco, CAAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. 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.
Managing Director, Private Banker, Palo Alto Citigroup IncManaging Director, Private Banker, Palo AltoPalo Alto, CAExtensive 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. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Managing Director, Private Banker, Downtown San Francisco Citigroup IncManaging Director, Private Banker, Downtown San FranciscoSan Francisco, CAExtensive 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. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director Citigroup IncPrivate Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - DirectorCA$200,000–$300,000 / yearQualifications: 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment FINRA Licensed Series 7, 63/ 66 Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables. • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
Citi Private Bank - UHNW Banker Citigroup IncCiti Private Bank - UHNW BankerSan Francisco, 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.
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.
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.
NewInternational Private Bank - Senior Associate Banker - Global Families Group (Asia) JPMorgan Chase Bank, N.A.International Private Bank - Senior Associate Banker - Global Families Group (Asia)San Francisco, CAFull timeAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. 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.
International Private Bank - Banker Analyst - Global Families Group (Asia) JPMorgan Chase & CoInternational Private Bank - Banker Analyst - Global Families Group (Asia)San Francisco, CAAs a Program Banker Analyst in the International Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Senior Private Banker Bank of MontrealSenior Private BankerSan Francisco, CA$122,400–$228,000 / yearApplication Deadline: 05/14/2026 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.
Private Client Banker - Marin Napa Market- San Rafael, CA JPMorgan Chase & CoPrivate Client Banker - Marin Napa Market- San Rafael, CASan Rafael, 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 - Los Altos Branch - Los Altos, CA JPMorgan Chase & CoPrivate Client Banker - Los Altos Branch - Los Altos, CALos Altos, 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 - 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 - 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.
NewPrivate Client Banker - Palo Alto Market - San Mateo, CA JPMorgan Chase & CoPrivate Client Banker - Palo Alto Market - San Mateo, CASan Mateo, 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.
NewPrivate Client Banker - Noe Valley Branch - San Francisco, CA JPMorgan Chase & CoPrivate Client Banker - Noe Valley Branch - 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 - Financial District Market -San Francisco, CA JPMorgan Chase & CoPrivate Client Banker - Financial District Market -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.
NewAssociate Private Banker - Client Growth & Strategy CitiAssociate Private Banker - Client Growth & StrategyPalo Alto, CA$109,120–$163,680 / yearCitigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. Ideal candidates will have prior wealth management experience and relevant financial service certifications.
Private Client Banker - Los Altos Branch - Los Altos, CA JPMorgan Chase Bank, N.A.Private Client Banker - Los Altos Branch - Los Altos, CALos Altos, 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.
NewPrivate Client Banker - Palo Alto Market - San Mateo, CA JPMorgan Chase Bank, N.A.Private Client Banker - Palo Alto Market - San Mateo, CASan Mateo, 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 - Marin Napa Market- San Rafael, CA JPMorgan Chase Bank, N.A.Private Client Banker - Marin Napa Market- San Rafael, CASan Rafael, 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.
NewPrivate Client Banker - Noe Valley Branch - San Francisco, CA JPMorgan Chase Bank, N.A.Private Client Banker - Noe Valley Branch - 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 - Financial District Market -San Francisco, CA JPMorgan Chase Bank, N.A.Private Client Banker - Financial District Market -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.
NewPrivate Client Banker - Mathilda Ave Branch - Sunnyvale, CA JPMorgan Chase Bank, N.A.Private Client Banker - Mathilda Ave Branch - Sunnyvale, CASunnyvale, 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.
Senior Vice President, Private Banking The Bank of New York Mellon CorpSenior Vice President, Private BankingMenlo Park, CA$104,000–$222,000 / yearWork with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Private Bank Treasury Services Product Manager Citizens Financial Group IncPrivate Bank Treasury Services Product ManagerCA$128,000–$145,000 / yearThis is achieved by partnering with Relationship Managers, Private Bankers, Division Leaders and Executive Leadership within Private Bank, as well as by developing strong relationships with cross-functional colleagues and Executives. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Investment Banking and Capital Markets-Banker-Technology Deutsche BankInvestment Banking and Capital Markets-Banker-TechnologySan Francisco, CaliforniaOur offering consists of comprehensive financial advisory and capital-raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Technology coverage space.
Relationship Banker Business Specialist The PNC Financial Services Group IncRelationship Banker Business SpecialistFremont, CA$63,000–$105,000 / yearProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. PNC 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.
Associate Banker Safe Act - C12 - SAN Francisco Citigroup Inc.Associate Banker Safe Act - C12 - SAN FranciscoSan Francisco, CA$88,400–$140,400 / 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 - C13 - SAN Francisco Citigroup Inc.Associate Banker Safe Act - C13 - SAN FranciscoSan Francisco, CA$119,600–$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. Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
Wealth Management, Private Bank, PLP Lender, Executive Director JPMorgan Chase & CoWealth Management, Private Bank, PLP Lender, Executive DirectorCAOur 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. As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms.
Relationship Banker Business Specialist PNC BankRelationship Banker Business SpecialistFremont, CaliforniaProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. PNC 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.
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.
NewInvestment Banker Career Launch AIInvestment BankerSan Francisco, CA$150,000–$200,000Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.
Associate Banker SAFE Act LO, AVP - San Francisco Area Citigroup IncAssociate 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.