- Creative Financial Staffing (Mountain View, CA)
- …for cross-selling and for client asset protection issues. Downloading data from brokerage, bank and credit card accounts online into GL System for efficient and ... disbursements for accuracy in payment and coding Perform monthly account and bank reconciliations to ensure accuracy of records, reviewing same work when staff… more
- Wells Fargo (San Francisco, CA)
- …and generous benefits package. Apply today. **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small ... as the primary relationship manager for a portfolio of small business customers with annual gross sales...business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products +… more
- BMO Financial Group (Palo Alto, CA)
- …Experience, p** **lus Great Quarterly incentive payouts and annual bonus opportunities.** Our Small Business Officer (SBO) is responsible for acquiring new mass ... small business relationships and proactively developing and...in accordance with sound credit-granting principles in compliance with Bank policies and procedures. + Identifies prospective customers, and/or… more
- BMO Financial Group (San Francisco, CA)
- Ideal candidate will provide Small Business Administration (SBA) lending expertise for an assigned territory to create an effective internal and external network ... security valuations and completes and approves authorizations in compliance with the Bank 's business banking lending policy. + Proposed loan solution structures… more
- JPMorgan Chase (San Francisco, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... your career to the next level. As a Private Banker in the US Private Bank , you...solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing… more
- Bank of America (Oakland, CA)
- …Required Qualifications: * Has demonstrated experience and proven success with business -to- business sales, or small business banking. * Has strong ... - Bilingual Mandarin Required Oakland, California **Job Description:** At Bank of America, we are guided by a common...in-person customer service and sales. * Experience working with small business clients. * Experience meeting or… more
- Bank of America (Millbrae, CA)
- …Grows business knowledge and network by partnering with experts in small business , lending, and investments * Manages financial center traffic, appointments, ... Relationship Banker - Peninsula North area San Mateo, California;Millbrae,...Mateo, California;Millbrae, California; San Mateo, California **Job Description:** At Bank of America, we are guided by a common… more
- Bank of America (Oakland, CA)
- …Grows business knowledge and network by partnering with experts in small business , lending, and investments * Manages financial center traffic, appointments, ... Relationship Banker - bilingual Cantonese required - Oakland Chinatown...- Oakland Chinatown area Oakland, California **Job Description:** At Bank of America, we are guided by a common… more
- Wells Fargo (Redwood City, CA)
- …Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career ... perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and… more
- JPMorgan Chase (San Francisco, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge… more
- Wells Fargo (Danville, CA)
- …Experience using business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services ... **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part...our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more… more
- US Bank (Oakland, CA)
- …at-all from Day One. **Job Description** Develops contacts and leads to generate Small Business Administration (SBA) loan financing for business customers. ... US Bank products and services to best meet the business needs of the customer and the Bank . Contributes to the growth of the Specialty Finance loan portfolio… more
- Banc of California (Menlo Park, CA)
- …communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** ... of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management...with the team to reach budgeted financial goals. The Banker will work to market the Bank … more
- Zions Bancorporation (San Jose, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... on acquiring and servicing commercial loans, commercial real estate loans and bank services in accordance with individually established business development… more
- Banc of California (Menlo Park, CA)
- …communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of… more
- JPMorgan Chase (San Francisco, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker...The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- JPMorgan Chase (San Francisco, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... advice to your clients. A role as a Technology banker associate is for you. As an Associate ...group at JP Morgan as the "Leading Innovation Economy bank serving the best and most diverse clients" +… more
- Citigroup (San Francisco, CA)
- …than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities ... The Personal Banker SAFE Act is an entry level position...(MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales… more
- BMO Financial Group (Daly City, CA)
- …(eg everyday banking, retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + ... + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of… more
- JPMorgan Chase (San Francisco, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... advice to your clients. A role as an Associate Banker is for you. As an Associate Banker...+ Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and… more
