55 Results for

Retail Banking Jobs in Presidio, CA

Jobs

Redwood City, CA16 days ago

$133,000–$156,000 Per Year

This role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.

Redwood City, CA17 days ago

$33–$39 Per Hour

The Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.

East Palo Alto, CA10 days ago

$22–$25 Per Hour

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.

San Francisco, CA15 days ago

$100,000–$110,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

Palo Alto, CA22 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, CA15 days ago

$100,000–$110,000 Per Year

San Francisco, CA15 days ago

$150,000–$160,000 Per Year

San Francisco, CA30+ days ago

$223,250–$325,000 Per Year

Our Mid-Corporate Market Executives in Commercial & Specialized Industries run businesses covering diversified industries including Consumer Retail, Business Services, Industrial and Manufacturing and numerous other sub industries focused on target companies with annual revenues of $100million to $2billion. Market Executives exhibit leadership attributes including decision autonomy, transaction sponsorship and negotiation, excellent communication skills, proven ability to motivate and lead a team of 10 or more all while retaining ownership of a select group of clients.

San Francisco, CA30+ days ago

$140,000–$180,000 Per Year

With full regulatory approval and a vertically integrated technology stack, they’ve built something no one else in fintech has: a modern, compliant, real-time infrastructure layer that gives financial institutions direct, efficient access to ultra-safe government-backed assets. This role requires someone who’s fluent in banking decision cycles, credible with executive teams, and skilled at guiding institutions through complex risk, compliance, and treasury-oriented evaluations.

New!

Daly City, California6 days ago

$96,210–$120,260 Per Year

Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. Responsibilities: Create and implement strategies to capitalize on opportunities, highlight the features and benefits of our products and services, support overall credit union member services, promotions and member service objectives and expectations.

San Francisco, CA30+ days ago

Urbana was voted one most beautiful cannabis dispensaries in America, a top-10 dispensary in Northern California and “One the best dispensaries to visit with your Mom” (which says a lot about our service and style). Urbana Consultants work closely with our skilled managers to continually expand their knowledge about cannabis and make every shift a new learning experience.

Redwood City, CA30+ days ago

$70,304–$85,000 Per Year

We purchase these items directly from our nonprofit partners, redirecting billions of pounds of used items away from landfills and on to our store racks and shelves for reuse, and providing our partners with valuable funding for their community-based programs and services. Will occasionally be exposed to hazardous machinery (compactor, baler, forklift), solvents (cleaners, detergents), radiation (Microwave in break room), continuously exposed to dust and frequently exposed to temperature fluctuations.

San Francisco, CA30+ days ago

$50,000–$60,000 Per Year

An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience.

San Francisco, CA30+ days ago

$50,000–$60,000 Per Year

The external mortgage loan officer is responsible for originating residential mortgage loans by developing business relationships with real estate professionals, builders and other potential referral sources this role involves working outside of the office to generate leads and establish a network of clients the loan officer will guide clients through the mortgage application process ensuring they find the best loan products to meet their financial needs. * Obtains and completes mortgage loan application packages, including supporting documentation required to process loan requests; reviews information to ensure that files submitted meet regulatory agency and CNB policies; forwards application packages to Residential Lending within specified times in order to meet regulatory requirements for initial disclosures and timely processing as required under Regulation B and RESPA.

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, 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, California9 days ago

$33.54–$39.45 Per Hour

Berkeley, California24 days ago

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) ._.

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.

Dublin, California30+ days ago

Open accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

San Francisco, CA30+ days ago

Full-time

Vendor ManagementManage the third-party risk management program, ensuring that third-party relationships are adequately assessed for sufficient controls (especially information security), risks and aligned with the credit union’s strategic goals. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties.

Walnut Creek, California20 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, CA30+ days ago

With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 45,000, with assets surpassing $1.4 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Senior Branch Manager in our Golden Gate Branch in San Francisco, Position Summary.

Palo Alto, CA7 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.

Martinez, California30+ days ago

$17.49–$27.35 Per Hour

You will be responsible for developing, expanding and maintaining the credit union’s relationship with members by gaining an understanding of their financial needs, cross-selling products and services that address those needs and providing a high-quality service experience. To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude.

San Francisco, CA30+ days ago

With 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. This position focuses primarily on member engagement, sales and service delivery, and operational support, while also assisting the Branch Manager with staff oversight and day-to-day leadership duties when needed.

Sunnyvale, CA30+ days ago

$90,000–$107,000 Per Year

Take your career to the next level and join the Management team at one of California's most innovative and growing Credit Unions, awarded Top Workplaces five years in a row and named by Newsweek as one of America's Best Regional Banks & Credit Unions 2026! Fantastic Benefits PremierOne Credit Union reflects the value placed on employees by providing the following benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances.

San Mateo, California30+ days ago

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

San Francisco, CA30+ days ago

Empowers and supports staff to achieve results in a timely manner to exceed member expectations by actively collaborating in research efforts to identify causes of complex member issues, over-deliver on commitments for problem resolutions and provide necessary updates and information to members. Leads by example in providing as needed support with opening and closing duties, taking on Vault Teller functions and efficiently working with high volumes of cash, such as processing various teller transactions, balancing cash drawer, Vault and ATM.

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, 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.

los altos, CA30+ days ago

Remote

Full-time

What we desire in a candidate: self-motivation, proven leadership abilities, a customer service attitude, integrity, a desire for professional development and growth, a willingness to learn, and exceptional people skills. Working with police departments, firefighters, teachers, postal workers and other labor unions as well.

San Francisco, CA30+ days ago

The Marketing Director plans and coordinates activities such as: developing a robust marketing roadmap, developing marketing and advertising campaigns and creatives, identifying target markets, managing the Credit Union’s website and social media channels, promoting the brand and providing support to various business lines. This role works closely with the Chief of Staff and other members of the Senior Leadership Team in ensuring the development and implementation of a comprehensive marketing strategy designed to maximize growth and brand awareness.

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.

Dublin, California30+ days ago

Advanced degree or relevant certifications such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE) or equivalent is strongly preferred. Overview: The Senior Internal Auditor is responsible for planning, executing, and overseeing audit engagements to evaluate the effectiveness of risk management, control, and governance processes within the financial institution.

South San Francisco, California22 days ago

$20.17–$20.17

Ability to grasp, push, pull objects such as files, file cabinet drawers, clothing carts, merchandise carts, rolling clothing racks, fixtures, furniture dollies, platform trucks and carts, hand trucks and miscellaneous carts. In absence of Store Manager, ensures that the Sales Associate/Material Handler (s) working the donation sites are working effectively and efficiently as outlined in the Donation procedures.

Dublin, California23 days ago

Advanced degree or relevant certifications such as CISA (Certified Information Systems Auditor), CISSP (Certified Information Systems Security Professional), CIA (Certified Internal Auditor), Certified in Risk and Information Systems Control (CRISC) or equivalent is strongly preferred. Overview: The Senior IT Internal Auditor is responsible for planning, executing, and reporting on IT audits to evaluate the effectiveness of internal controls, risk management, and governance processes within the financial institution’s technology environment.

Dublin, California23 days ago

This role collaborates with business and technology teams to strengthen risk management practices, maintain security and compliance frameworks, and drive continuous improvement in Patelco’s overall security posture. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

Dublin, California27 days ago

$105,004–$131,259 Per Year

This role serves as the enterprise orchestrator of Patelco’s community story, collaborating with Membership Development, Financial Literacy/Education, Marketing Communications, Public Affairs, Branches, Advocacy, Member Experience, and Internal Communications to unify, elevate, and amplify our collective impact. This role brings cohesion, clarity, and visibility to Patelco’s community efforts by aligning cross-functional teams, strengthening partnerships, and delivering a unified narrative that showcases Patelco’s impact in priority markets.

San Francisco, California30+ days ago

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. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience .

New!

Walnut Creek, CA1 day ago

The Territory Sales Manager will also partner with bank personnel including commercial lenders, branch managers, personal bankers, and tellers, in helping to generate and respond to referrals of merchant services prospects. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.

Dublin, California14 days ago

$105,004–$131,259 Per Year

The position partners with Learning and Development, Compliance, Mortgage operations and loan servicing, and internal and external counsel to identify and/or develop and administer compliance training programs to Home Loan Consultants, Home Loan Operations, and Home Loan Underwriting team members. Experience reviewing internal and external audits and regulatory examination reports and a proven ability to rapidly recommend new ideas, procedural changes to products or services, or procedures to Home Loans and Compliance leadership to remediate or mitigate findings.

Redwood City, CA30+ days ago

Full-time

Technical Skills: Strong knowledge of plumbing, electrical systems, and general construction; ability to read and interpret technical manuals and schematics; proficiency in handyman tasks and preferably laminate countertop work. With coverage extending across multiple regions, we specialize in commercial/industrial repairs, installation, and maintenance, including HVAC, refrigeration, kitchen equipment, carpentry, overhead doors, building restoration, and more.

Oakland, CA30+ days ago

Remote

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

San Francisco, CA30+ days ago

The Business Development Representative (BDR) plays a key role in supporting the growth of the credit union by identifying, developing, and maintaining relationships with prospective and current members, select employer groups (SEGs), and community organizations to grow membership and enhance the Credit Union's brand presence. With 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.

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Retail Banking Jobs in Presidio, CA

Jobs

Enterprise Systems ManagerMONTERRA CREDIT UNION

Marketing SpecialistMONTERRA CREDIT UNION

Financial Services RepresentativeMONTERRA CREDIT UNION

Investment Banking Analyst - Consumer & Retail (San Francisco, CA)Oppenheimer & Co. Inc.

Private Banking Team LeadMRISpokane

Investment Banking Analyst - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Investment Banking Associate - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Market Executive, Mid-Corporate Banking - Commercial & Specialized IndustriesJPMorgan Chase

Enterprise Account Executive | Sell a First-of-Its-Kind Banking Infrastructure PlatformBundoran Group

Manager, Retail Branch IIPatelco Credit Union

Experienced Retail Consultant - Cannabis Dispensary & Consumption LoungeUrbana

Retail Sales ManagerSavers / Value Village

Loan Officer Assistant - RetailCity National Bank

Mortgage Loan Officer - RetailCity National Bank

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

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

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

Asst Branch ManagerPatelco Credit Union

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

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

Personal BankerWaFd Bank

Teller (Senior Member Service Representative)Patelco Credit Union

Chief Risk Officer (On-site)SF Fire Credit Union

Business BankerFirst Citizens Bank

Senior Branch Manager - Golden GateSan Francisco Federal Credit Union

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

Branch Member Service RepresentativeOE Federal Credit Union

Branch Services Assistant Manager - LakesideSan Francisco Federal Credit Union

Branch Manager - SunnyvalePremierOne Credit Union

Financial Advisor IIPatelco Credit Union

Branch Services Assistant Manager - Golden GateSan Francisco Federal Credit Union

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

Relationship Banker SrCity National Bank

Customer Service Representative ( REMOTE WORK )Morphius Corp

Branch Float Assistant Manager - Golden GateSan Francisco Federal Credit Union

Marketing DirectorSan Francisco Federal Credit Union

Commercial BankerFirst Citizens Bank

Sr Internal AuditorPatelco Credit Union

Assistant Store Manager -Salvation Army South San Francisco StoreThe Salvation Army

SR IT Internal AuditorPatelco Credit Union

SR Cybersecurity Risk, Compliance and Control Assurance AnalystPatelco Credit Union

Senior Community Impact PartnerPatelco Credit Union

Premier Relationship ManagerEast West Bank

Merchant Relationship ManagerFresno First Bank

Senior Home Loans Compliance SpecialistPatelco Credit Union

HVAC/ General Field Service TechnicianKEMCO Facilities Services

Financial Services / Remote WorkAmerican Income Life Insurance Company

Business Development RepresentativeSan Francisco Federal Credit Union

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