Trusted Banking Relationship Specialist
Five Star Bank Company
Five Star Bank Company is seeking a full-time Relationship Specialist in San Francisco, California. This role focuses on supporting the Relationship Manager with complex clients, ensuring excellent customer service and compliance with bank regulations. Ideal candidates will have over five years of experience and strong communication, organizational, and analytical skills. The position may require some local travel and adherence to a flexible work schedule. #J-18808-Ljbffr Five Star Bank Company
- ...Bankers is seeking an outgoing individual to build lasting relationships with customers and provide trusted financial advice. You will help customers with... ...borrowing and investing needs and introduce them to digital banking options. You will collaborate with Wealth Management,...Suggested
- ..., CA. The role supports sales, product and service activities in coordination with the customer service team to foster customer relationships and drive loyalty. Responsibilities include handling small business lending referrals, cross-selling treasury products, developing...Suggested
$72k - $109k
...role: Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at... ...service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products...SuggestedWork experience placementWork at officeImmediate start$132.89k - $166.11k
...global corporate cards and banking with intuitive spend management... ...customers, expand existing relationships, and drive the company’s... ....What you’ll doAs a Banking Specialist on our newly formed Banking... ...limits to our customersBecome trusted account advisors by managing...SuggestedWork at officeRemote workWork from home- ...Description Who We Are Five Star Bank is an award-winning and high performing $5 Billion community business... ...to serve and deep connection to our market. And they trust us. Position Overview The Relationship Specialist assists with new and existing complex clients that the...SuggestedFull timeApprenticeshipWork experience placementCasual workWork at officeLocal areaNight shift
- ...Executive Director, Lending Specialist within JPMorgan Wealth Management... ...new and deepening existing relationships, and championing the full... ...requirements to serve as a trusted resource for Advisors and clients... ...Our Consumer & Community Banking division serves our Chase...
- Brex in San Francisco seeks a Banking Specialist to partner with founders and finance leaders, driving net-new revenue by expanding... ...sales experience to optimize credit limits and build trusted advisory relationships across the sales cycle. You will engage startups to mid...
- ...entry-level Universal Banker to assist in sales, service, and relationship-building with customers. The role focuses on supporting branch... ...service, accurate execution of transactions, and adherence to bank policies. It offers a part-time schedule with a base salary range...Part time
$169.9k - $212.4k
...transformative.At Mercury, we believe modern banking* should feel the same way - powerful,... ...into opportunities, events into relationships, and conversations into lasting customer... ...from first meeting to close with clarity, trust, and a genuine understanding of founders...Night shift$95.03k - $111.8k
....”learn more about working at Coinbase. As a Treasury & Banking Operations Specialist, you'll join the Treasury Operations team within Finance... ...payment operations, liquidity management, and banking partner relationships that keep fiat rails running for millions of customers....Daily paidLocal area$77k - $202k
...OpportunityAs a Test Execution Leader within our Banking and Capital Markets sector, you will... ...have a direct, adverse, and negative relationship to responsibilities such as accessing... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: GA-Atlanta...Full timeH1b- ...branch-based professional to engage customers, assess needs, and recommend financial solutions across banking, lending, and investment products. You will build relationships, offer digital options, and support transactions while adhering to regulatory standards. You will...
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...client experiences. You will build trusted relationships with clients, sharing product...Part time
- ...Global Private Bank Full-time Advisor Program Launch your career... ...banking, supporting client relationships in our advisor training... ...team of bankers, investment specialists, wealth advisors, and lending... ...investments, lending, banking, and trust and estate planning. No...Full timeWork experience placementImmediate startVisa sponsorship
$150k - $225k
INVESTMENT BANKINGInvestment banking works on some of the most complex financial challenges and transactions in the market today. Whether... ...an important role in developing and strengthening our client relationships, participating on our advisory teams and in structuring and...Full timeTemporary workPart timeWork experience placement$100k - $155k
...teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next.About the... ...operating within the larger LRC function. We are a proactive and trusted business partner committed to enabling Airwallex’s growth and strategic...Temporary workWork at officeLocal areaWorldwide- Brex Inc. in San Francisco is seeking a Banking Specialist to join the newly formed Banking Team. You will partner with founders, executives, and finance leaders to upsell Brex's business account suite including checking, treasury, and sweep products, driving total AUM...Work at officeWork from home
$76k - $136.8k
...world where people can safely discover, create and connect. The Trust & Safety (T&S) team at TikTok helps ensure that our global... ...each employee's journey with us. We believe that wellbeing is a relationship and that everyone has a part to play, so we work in collaboration...Temporary workWork at officeLocal areaWeekend work- Brex, headquartered in San Francisco, seeks a Banking Specialist to partner with founders and finance leaders to expand adoption of the Brex business account suite. You will upsell checking, treasury, and sweep products to increase total AUM and drive Brex's growth. You...
$73k - $110k
...About Us Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills,... ...or San Francisco offices, 5 days a week. What You’ll Do Build relationships with the best talent in the tech ecosystem and find creative ways...- ..., and Skills:Experience supporting wealth management, private banking, or high net worth lending portfoliosFamiliarity with regulatory... ...structuresExperience partnering directly with Front Office or relationship managersPrior mentoring or informal leadership experience with...
- Brex is seeking a Banking Specialist to join a newly formed Banking Team in San Francisco. You will partner with Founders and C‑Suite executives to upsell our checking, treasury, and sweep products, aiming to increase total AUM and drive Brex’s growth. This role is based...Work at officeRemote work3 days per week
- ...in immigration sponsorship for this position. HSBC Innovation Banking provides debt solutions to early stage, high growth and public... ...clients & prospects and help the team in building and maintain relationships with these companies Help structure venture debt facilities...
$150k - $225k
Associate, Investment Banking- Technology This range is provided by Cantor Fitzgerald. Your actual pay will be based on your skills... ...play an essential role in developing and managing our client relationships. Our Associates are an integral part of our deal teams, taking...Full timeTemporary workWork at office$264k
...progress. We created Chime—a financial technology company, not a bank*—on the premise that core banking services should be helpful,... ...know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything...Full timeWork at officeLocal areaRemote workShift work- We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. This role... ...in a timely and professional manner.Maintain strong client relationships by researching and resolving inquiries efficiently and accurately...Work experience placementWorldwideFlexible hours
$115k - $145k
...You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Healthcare, Higher Education... ..., Higher Education and Not for Profit - Middle Market Banking and Specialized Industries team, you will play a crucial role...$45k - $75k
...referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into... ...sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive...Contract workPart timeLocal areaDay shift- ...value proposition to incoming employees at target firmsCultivate relationships with firm employees. Source leads and referrals to generate... ...opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clientsProvide complete...
- ...Commercial Banker Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial... ...Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and...Flexible hours
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