50 Results for

Retail Banking Jobs in San Rafael, CA

Jobs

San Mateo, CA10 days ago

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

San Francisco, CA30+ 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.

San Francisco, CA30+ days ago

$100,000–$110,000 Per Year

San Francisco, CA30+ days ago

$150,000–$160,000 Per Year

Daly City, California23 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.

South San Francisco, CA8 days ago

$120,000–$130,000 Per Year

PHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay ("GCNA/GIMV/GSFB") are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Minimum Qualifications (Education, Experience, Skills): 3 years work experience in Retail Management within a multiple store organization and Retail Buying, preferably thrift, or any combination of education and experience which would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.

Berkeley, California30+ days ago

San Francisco, California16 days ago

$32.25–$37.94 Per Hour

Hayward, California18 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.

New!

Napa, CA6 days ago

$22–$32 Per Hour

This position requires 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.

Walnut Creek, California30+ 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, 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.

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.

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.

Oakland, 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.

Castro Valley (East Bay), California18 days ago

Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.

New!

San Francisco, CA2 days ago

Full-time

The major duties and responsibilities of a Payment Systems Specialist II include the processing of ACH originations and returns, share drafts, ATM, bill pay and Zelle inquiries, incoming adjustments and returns sent by external financial institutions and the reconciliations of general ledgers. 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.

New!

San Francisco, CA4 days ago

Full-time

The Vice President, Head of Enterprise Risk Management (ERM) is a senior leadership role responsible for designing, implementing, and continuously maturing the Credit Union’s enterprise risk management framework. 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.

New!

Rohnert Park, CA4 days ago

$70,304–$71,286.26 Per Year

While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services.

San Mateo, CA30+ days ago

Full-time

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. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.

San Francisco, CA30+ days ago

Full-time

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. Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.

San Mateo, CA30+ days ago

Full-time

You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.

Sonoma, CA30+ days ago

Full-time

San Francisco, California15 days ago

Remote

$45–$65 Per Hour

Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps, files, and stakeholders. Collaborate with other financial-services sales and marketing experts to design environments, shape task scope, and review scenarios for realism and rigor.

San Francisco, CA30+ days ago

Full-time

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.

Sonoma, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

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 Bruno, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Pacifica, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Hayward, CA30+ days ago

Full-time

San Mateo, CA30+ days ago

Full-time

San Bruno, CA30+ days ago

Full-time

New!

San Francisco, CA4 days ago

PHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay ("GCNA/GIMV/GSFB") are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Ensures that the store complies with all policies and procedures relating to Security, Health, and Safety, coordinating with various Goodwill divisions, as needed; influences any changes necessary to meet statutory requirements, ensuring minimum risk to Team Members and the business.

San Francisco, CA30+ days ago

$95,000–$125,000 Per Year

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, CA10 days ago

Full-time

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. Collaborate with business unit leaders across the organization to understand the key drivers behind financial performance and develop tools and resources to drive insights and facilitate data-driven decision making.

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 .

Oakland, 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. Overview: Being the next generation Business Relationship Manager 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.

Berkeley, CA30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

San Francisco, CA30+ days ago

Full-time

San Rafael, CA30+ days ago

Full-time

Fairfield, CA30+ days ago

Full-time

Walnut Creek, CA30+ days ago

Full-time

The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).

Martinez, CA30+ days ago

Full-time

Hayward, CA30+ days ago

Full-time

The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.

San Francisco, CA11 days ago

Remote

Full-time

AO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. AO Globe Life is hiring professionals—especially veterans and those with a service mindset—who are ready to transition into a meaningful remote career with long-term growth.

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Retail Banking Jobs in San Rafael, CA

Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNION

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

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

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

Manager, Retail Branch II Patelco Credit Union

Experienced Retail Consultant - Cannabis Dispensary & Consumption Lounge Urbana

Retail District Manager Goodwill San Francisco Bay

Floating Team Lead - East Bay Shore/SF Peninsula Patelco Credit Union

Community Engagement Specialist Patelco Credit Union

Sr Member Service Rep Patelco Credit Union

Assistant Branch Manager Columbia Bank

Business Banker First Citizens Bank

Commercial Banker First Citizens Bank

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

Financial Advisor II Patelco Credit Union

Customer Service Representative ( REMOTE WORK ) Morphius Corp

Sales Assistant Patelco Credit Union

Payment Systems Specialist II SF Fire Credit Union

VP, Head of Enterprise Risk Management (ERM) SF Fire Credit Union

Customer Service Manager Westamerica Bank

Branch Operations Lead - Peninsula Market - San Mateo,CA JPMorgan Chase Bank, N.A.

Branch Operations Lead - Valencia and 14th - San Francisco, CA JPMorgan Chase Bank, N.A.

Branch Manager- Silicon Valley/Palo Alto/San Bruno Area JPMorgan Chase Bank, N.A.

Branch Operations Lead - Sonoma- Sonoma, CA JPMorgan Chase Bank, N.A.

Marketing Strategy Specialist - Fully Remote Mercor

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

Relationship Banker - Sonoma - Sonoma, CA JPMorgan Chase Bank, N.A.

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

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

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

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

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

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

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

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

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

Customer Service Manager Goodwill San Francisco Bay

Branch Manager Columbia Bank

Financial Services / Remote Work American Income Life Insurance Company

Financial Analyst SF Fire Credit Union

Premier Relationship Manager East West Bank

Business Relationship Manager East West Bank

Senior Home Lending Advisor - Berkeley, CA JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - San Francisco, CA JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, San Rafael, CA JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, Fairfield, CA JPMorgan Chase Bank, N.A.

Walnut Creek - Relationship Manager 2 - Full Time - Onsite - (No.CA) Nuvision Federal Credit Union

Martinez- Relationship Manager 2 - Full Time - Onsite (No.CA) Nuvision Federal Credit Union

Hayward - Relationship Manager 1 - Full Time - Onsite (No. CA) Nuvision Federal Credit Union

Remote Veteran Client Advisor AO Globe Life

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