- Citigroup (San Francisco, CA)
- The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- Wells Fargo (Santa Paula, CA)
- …who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This ... is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small &...Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit Union ... Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our...comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank… more
- Banc of California (Santa Ana, CA)
- …other team's functions. + Assists and supports Branch Banking , Business Banking & Private Banking , Call Center and Loan Servicing teams with ... BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of… more
- HSBC (Irvine, CA)
- …Officer you will: + Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio + Provide dedicated ... Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an...any other trait protected by applicable law. **Job Field:** Branch and Retail Banking **Primary Location:** North… more
- Amalgamated Bank (San Francisco, CA)
- …on new client opportunities/ requests) through the Regional Director of Commercial Banking . + Act as day-to-day relationship manager /primary point of contact ... will provide client service and support within the Commercial Banking division. By joining our team, you'll be joining...and daily in-person attendance is required for, the contact center , branch service roles, and general services… more
- Amalgamated Bank (San Francisco, CA)
- …model does not apply to, and daily in-person attendance is required for, the contact center , branch service roles, and general services where the work to be ... developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in… more
- Amalgamated Bank (San Francisco, CA)
- …model does not apply to, and daily in-person attendance is required for, the contact center , branch service roles, and general services where the work to be ... region's most complex clients utilizing cash management services. Your expertise in banking products, coupled with strong sales abilities, will be essential in… more