Senior Universal Banker III — Client-Centric Banking Leader
Dexian
A leading banking organization is seeking a Senior Universal Banker III in San Francisco. This role involves providing personalized banking services, managing accounts, ensuring compliance with regulations, and driving branch profitability. The ideal candidate has at least 3 years of retail banking experience and excels in client relationship management. Join a team committed to excellence in customer service and benefit from a supportive work culture with competitive rewards. #J-18808-Ljbffr Dexian
$175k - $225k
...000.00 - $225,000.00Category: Banking & InternationalCompany: CitiThe Investment Banking Senior Associate is an intermediate level... ...responsible for assisting clients in raising funds in the capital... ...:Bachelor’s degree/University degree or equivalent experienceThis...SeniorFull time$175k - $225k
...The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic... ...Education: ~ Bachelor’s degree/University degree or equivalent experience This...SeniorFull time$26 - $32.5 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...experience in a relationship‑oriented and client‑centric environment Enthusiastic, highly...SeniorHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank... ...school diploma or equivalent. ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or...Suggested
- Citi is seeking a senior banker in San Francisco to drive investment strategy planning and cross-sell Citi’s platform to major market clients. You will collaborate with Institutional Banking to deploy capital efficiently while managing risk. The role requires 6-10 years...Senior
- ...Profit Associate Banker You are customer... ...financial advice to your clients. A role as a... ...- Middle Market Banking and Specialized Industries... ..., colleges and universities, and not-for-... ...innovation and a customer centric mindset Stay up... ...today we are a leader in investment...
- Citigroup Inc. in San Francisco is seeking an Investment Banking Senior Associate to support clients in raising capital and provide strategic advisory for mergers and acquisitions, coordinating with Institutional Banking. You will act as an intermediary in trading for clients...Senior
- California Bank & Trust in San Francisco, CA is seeking a Commercial Banking Relationship Manager to build and maintain strong client relationships and to lead a diverse loan portfolio. You will manage new and existing clients, structure loans, conduct credit analysis,...Senior
$163.6k - $245.4k
...- $245,400.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Client Service Manager accomplishes... ...related to the branch office banking and investment relationships.... ...accepted)Education:Bachelor's/University degree, Master's degree preferred...SeniorFull timeTemporary workWork at office- San Francisco Federal Credit Union is seeking a Universal Banker for the Golden Gate Branch in San Francisco. The role serves as the liaison... ...candidate has at least a high school diploma and one year of banking or cash handling experience, with strong communication and...
$50.03k - $65.27k
The Universal Banker is an entry level position responsible for the assistance in the execution of... ...increase sales to individual consumer clients. Responsibilities Assist in basic account... ...transactions in accordance with bank policies and procedures Refer opportunities...Full timeMonday to Friday- ...Manager to lead acquisition and deepen client relationships with not-for-profit health systems, universities, and other organizations within the Middle Market Banking footprint. The role collaborates... ...and a disciplined, customer‑centric approach. #J-18808-Ljbffr JPMorgan...
- San Francisco Federal Credit Union is seeking a Universal Banker for their Lakeside Branch in San Francisco. In this role, you'll be the liaison... ...a high school diploma and one year of relevant experience in banking or cash handling, with strong customer service and...
- # Universal BankerLakeside - San Francisco, CA 94132## OverviewSalary Range$25.00 - $30.00... ...trajectory, SFFedCU is seeking a **Universal Banker** for our **Lakeside**Branch in San... ...or equivalent plus one year minimum of banking or cash handling experience.* Ability to...
$120k - $250k
...Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and... ...client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth...SeniorContract workPart timeLocal areaShift work- KeyBank is seeking a Senior Relationship Manager, Commercial in San Francisco. You will be... ...and financial advisor for commercial clients, leading business development and relationship... ...area. You will collaborate with bankers and product partners to deliver comprehensive...Senior
- Citi in San Francisco is seeking an Investment Banking Associate to support clients in raising capital and advising on mergers and other transactions... ...by delivering clear financial analyses and actionable insights for senior bankers. #J-18808-Ljbffr Citigroup Inc.
$26 - $29 per hour
Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world‑class team that focuses on delivering a high... ...relationships with our customers actively assessing clients' financial information to recommend, present, and sell...Senior- ...advice to your clients. A role as a Healthcare... ...Commercial Banker is for you. As... ...systems, universities and colleges, and... ...Middle Market Banking & Specialized Industries... ...and a customer centric mindset Stay up... ...with senior business and control... ...today we are a leader in investment...Local areaFlexible hours
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...next level. As a Private Banker Associate in the U.S. Private... ...for providing support to a Senior Banker in all facets of... ...years and today we are a leader in investment banking, consumer...Senior
- Bank of America is seeking a leader to manage a team of Financial Center Managers and Relationship Managers in San Francisco. The role focuses on driving the client experience, growing relationships, and ensuring operational excellence at market and center levels. You...
$31 - $41 per hour
...location. Position Summary As a Senior Business Banker you exemplify our vision of... ...You represent Tri Counties Bank professionally in the local... ...activities. Be a leader by living the One Team concept... ...Bank,” prioritizing serving clients with local bankers and local...SeniorHourly payLocal area$26 - $29 per hour
...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly pay- East West Bank is seeking a Relationship Banker in San Francisco to deliver a high-touch, high-tech banking experience. You will manage relationships, identify clients’ financial needs, and offer tailored product solutions while leveraging the bank’s digital tools. The...
- Northern Trust is seeking a skilled professional to support client account servicing, wires, transfers, and documentation. The role requires... ...management and NCSS teams while ensuring compliance with banking policies and risk guidelines. Strong client service and problem...
- U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, delivering tailored banking solutions. The role centers on building trust, understanding client goals, and guiding them through deposit and loan options...
- ...Commercial Banker Are you customer-focused... ...advice to clients. A role as a Commercial... ...Morgan's Middle Market Banking & Specialized... ...innovation and customer centricity Stay current... ...partnerships with senior business and... ...and today we are a leader in investment banking...Flexible hours
$109.12k - $163.68k
...Associate Banker Safe Act Lo, Avp - San Francisco Area The associate... ...and to acquire new target clients Partner with banker on... ...deliver citi's full suite of banking and wealth management solutions... ...Education: ~ Bachelor's/university degree or equivalent...Full time$109.12k - $163.68k
...Associate Banker Safe Act Lo, Avp - San Francisco AreaThe associate... ...prospecting - conduct new client/prospect research, generate leads... ...deliver citi's full suite of banking and wealth management... ...20 days)Education:Bachelor's/university degree or equivalent experiencePrimary...Full time$150k - $268.64k
...world’s most sophisticated clients using leading technology and... ...service.Major Duties: In this Senior Market Leader role, responsibilities... ...expert and regional lead on the bank's products and services and... ...staffExperience :A College or University degree and/or relevant proven...SeniorFull timeWork experience placementFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Universal Banker III — Client-Centric Banking Leader. Be the first to apply!
- corporate banking associate San Francisco, CA
- mortgage banker San Francisco, CA
- private bank associate San Francisco, CA
- business banker San Francisco, CA
- universal banker San Francisco, CA
- associate banker San Francisco, CA
- bankers life San Francisco, CA
- phone banker San Francisco, CA
- executive team lead asset protection San Francisco, CA
- key team leader San Francisco, CA




