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
- Tri Counties Bank in South San Francisco, CA, is seeking a seasoned commercial banking professional to develop and acquire operating business clients with revenues of $10MM-$50MM. You will manage client relationships across segments, presenting Commercial Lending, Treasury...Senior
$192k - $288k
...Sales, Professional, Banking & InternationalCompany... ...role is a Commercial Banker position within the Digital... ..., delivering client‑centric solutions, and achieving... ...clients and internally to senior leadership. The banker... ...insightsEducation:Bachelor’s/University degree, Masters degree...SeniorFull time$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...Senior- Citi in San Francisco seeks a Corporate Banking Senior Associate to lead planning of investment strategies for major clients, coordinating with Institutional Banking. The role... ...managing risk. You will partner with Senior Bankers, assist with cash management and trading...Senior
$175k - $225k
...00.00 - $225,000.00Category: Banking & International, Investment BankingCompany... ...: CitiThe Investment Banking Senior Associate is an intermediate... ...responsible for assisting clients in raising funds in the... ...:Bachelor’s degree/University degree or equivalent experienceThis...SeniorFull time$130k - $175k
...seeking an ambitious Investment Banking Analyst III to join our Investment... ...preparation of pitch materials, client presentations, offering... ...to work closely with senior bankers and have direct interaction... ...within Citizens' coverage universe, such as, though not exclusively...Local areaMonday to FridayFlexible hours$37 - $65.5 per hour
...than a financial services leader – we’re a global trailblazer... ...Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role... ...primary point of contact for banking products and services... ...the management of complex client needs Demonstrate risk excellence...SeniorTemporary workWork experience placementImmediate start$56.5k - $73.7k
Citigroup Inc. is seeking a Head Universal Banker in San Francisco, California. This leadership role involves providing exceptional service, coaching team members, and ensuring compliance with bank standards while handling various service transactions. The ideal candidate...Full time$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to... ...as their primary point of contact for banking products and services through scheduled... ...and the management of complex client needs Demonstrate risk excellence...SeniorTemporary workWork experience placementImmediate start- ...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...
- Bank of America in San Francisco is seeking a customer service professional to engage clients in the lobby, educate on self-service resources, and process cash transactions. You... ...communication, adaptability, and a customer-centric mindset, with weekend/extended hours...Weekend work
- ...Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...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- ...Part-Time Universal Banker (20 Hours)- Marina Branch Working at Citi is far more than just a... ...help increase sales to individual consumer clients. Responsibilities: Assist in basic... ...financial transactions in accordance with bank policies and procedures Refer opportunities...Part timeMonday to Friday
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...Senior
$50.03k - $65.27k
## Part- Time Universal Banker (20 Hours)- Marina BranchApplyremote type: On-Sitelocations: San Francisco... ...increase sales to individual consumer clients. **Responsibilities:*** Assist in basic... ...transactions in accordance with bank policies and procedures* Refer opportunities...Hourly payFull timePart timeMonday to Friday- # 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...
$122.4k - $228k
...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...SeniorPart timeShift work- 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...
$50.03k - $65.27k
Job Overview The Universal Banker is an entry‑level position responsible for assisting in the execution... ...increase sales to individual consumer clients. Responsibilities Assist in basic... ...financial transactions in accordance with bank policies and procedures Refer...Hourly payFull timePart timeMonday to Friday$26 - $29 per hour
...Senior Relationship Banker 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 quality... ...with our customers, actively assessing clients' financial information to recommend,...Senior$165k - $185k
...$185,000.00Category: Banking & InternationalCompany... ...CitiThe Corporate Banking Senior Associate is an... ...solutions for major market clients in coordination with... ...Responsibilities:Partner with Senior Bankers to provide overall... ....Education:Bachelor’s/University degree or equivalent...SeniorFull time- About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue $25MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.comIn this role, you will:Research...SeniorFull timeWork experience placementWork at office
- ...motivated to provide a first‑class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking... ...take your career to the next level. As a Private Banker Senior Associate in the International Private Bank, you...Senior
$56.5k - $73.7k
The Head Universal Banker is a leadership role responsible for providing exceptional... ...consistent delivery of client and team experiences aligned with the bank’s standards. Responsibilities... ...connect with relevant specialists or senior leaders as needed. Appropriately...Full timeMonday to FridayFlexible hours- ...Private Banker Senior Associate We are actively looking for exceptionally... ...provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial... ...200 years and today we are a leader in investment banking, consumer...Senior
$122.4k - $228k
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...SeniorLocal areaShift work$124k - $335k
...California. This full-time role requires expertise in tax obligations, client management, and leadership. Candidates should have a Bachelor’s... ...relevant experience. Knowledge of domestic and international banking tax practices, as well as CPA certification, are required. The...SeniorFull time- .... in San Francisco is seeking a Corporate Banking Senior Associate to lead planning of investment strategies for major market clients, coordinating with Institutional Banking to... ...risk. You will partner with Senior Bankers to provide relationship management support...Senior
$76.5k - $109.2k
Bank of America is seeking a Financial Center Manager in Emeryville, CA. The role requires managing a financial center's operations while fostering a team environment focused on client-centric results. Applicants should possess leadership experience and a strong commitment...
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