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
$28 - $30 per hour
...job poster from Dexian Senior Technical Recruiter |... ...and… Senior Universal Banker III Join Our Team as a Senior... ...seeking a seasoned, client-focused Senior Universal... ...ideal for an experienced banking professional who... ...in dynamic, customer-centric environments and are...SeniorPermanent employmentFull timePart timeLocal areaRemote work$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$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 - $29 per hour
East West Bank is seeking a Senior Relationship Banker in San Francisco, CA. In this role, you will manage customer relationships, achieve sales goals, and provide financial services across products. Candidates should have at least 2 years of banking sales experience,...SeniorHourly pay$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...
$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- Citigroup in San Francisco is seeking an Investment Banking Senior Associate to support clients in fundraising and strategic advisory for M&A and other financial transactions. You will coordinate with Institutional Banking, guide analysts, and help execute Citi's investment...Senior
- 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
- 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
- ...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...
- 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$50.03k - $65.27k
...Part-Time Universal Banker (20 Hours), Stonestown Branch Job Req Id: 26997288 Location(s):... ...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$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...Hourly payFull timePart timeMonday to Friday- 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
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- 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...
- ...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...
- # 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
$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- 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.
- ...Business Banking Relationship Manager III (San Francisco) Make banking a Fifth Third... ...relationship management and client experience of companies with... .... Serve as a producing leader by coaching and mentoring Relationship... ...customers and their owners/senior management with the...Work experience placementWork at office
- ...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...
- ...& Co. is seeking a Market Executive for Emerging Middle Market Banking in Oakland, CA. You will hire and direct a team of bankers to grow and retain profitable relationships with Middle Market clients, managing a portfolio while leading the banking team with four to...Senior
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