Senior Universal Banker & Relationship Leader
Dexian
Dexian seeks a Senior Universal Banker in Walnut Creek, CA, dedicated to building strong client relationships and ensuring branch excellence. This permanent role emphasizes providing tailored financial solutions and leading compliance efforts. Ideal candidates will have 3+ years of retail banking experience, excellent interpersonal skills, and a strong understanding of Business Banking and Treasury products. Join one of California's fastest-growing institutions with a market-leading salary and comprehensive benefits. #J-18808-Ljbffr Dexian
- Dexian DISYS is seeking a Senior Universal Banker III in Walnut Creek, CA. This on-site position involves building client relationships and providing expert financial advice. Ideal candidates have over 3 years of retail banking experience, a strong compliance background...SeniorLocal area
- Title: Senior Universal Banker/Business Banker Duration: Permanent (Direct-hire) JOB DESCRIPTION Are you a banking professional who excels at building high-value relationships and leading branch excellence? We are seeking a Senior Universal Banker III to join our team...SeniorPermanent employmentLocal areaRemote work
- Dexian is looking for a Senior Universal Banker/Business Banker based in Walnut Creek, California. This permanent position involves providing expert financial guidance and fostering relationships within the community. The ideal candidate will have a minimum of 3 years of...SeniorPermanent employment
$56.5k - $73.7k
Citigroup Inc. is looking for a Head Universal Banker in Lafayette, California. This leadership role involves delivering exceptional service and mentoring the branch team while managing operations. Responsibilities include guiding clients through transactions, ensuring...Suggested$140.78k - $239.46k
Flagstar Bank is seeking a Senior Relationship Manager to oversee new business development and relationship management for middle market companies in the San Francisco area. Candidates must have at least 10 years of commercial financing experience and a strong ability to...Senior$56.5k - $73.7k
Citigroup Inc. is hiring a Head Universal Banker in Orinda, California. This leadership role is pivotal in delivering outstanding service to clients while supporting the branch team. Responsibilities include leading bank staff, guiding clients in complex transactions,...Bank staff$50.03k - $65.27k
Citi is seeking a Universal Banker in Orinda, California. This entry-level position involves assisting with sales and service activities to build customer loyalty. Responsibilities include account opening, resolving service issues, and executing transactions in compliance...$150k - $165k
Mohr Talent is seeking a Wealth Management Relationship Manager in Alamo, CA, with a focus on managing high-value client relationships. Candidates should have over 10 years of experience in wealth management and a Series 65 license. Responsibilities include providing financial...Senior$37 - $65.5 per hour
...we're more than a financial services leader - we're a global trailblazer... ...this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within... ...This role grows, deepens, and manages relationships with affluent customers and those with...SeniorTemporary workWork experience placementImmediate start$145k - $225k
...learn new skills and discover what you excel at—all from Day One. Job Description We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex portfolio of commercial loans to companies in the $50 million to $1...SeniorTemporary work- A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning...Senior
- A leading financial services firm is seeking a Business Relationship Manager Senior to manage a portfolio of business clients. The role requires over 5 years of experience in business banking, exceptional relationship-building skills, and a proven ability in business development...Senior
$140k - $185k
...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...for a Tax Experienced Manager to oversee finance and accounting outsource engagements. Responsibilities include managing client relationships, financial analysis, and providing technical expertise in accounting functions. Candidates should possess a Bachelor's degree related...SeniorWork at office
$56.5k - $73.7k
The Head Universal Banker is a leadership role responsible for providing exceptional service... ...) referral routines to deepen client relationships. Adheres to and complies with... ...connect with relevant specialists or senior leaders as needed. Appropriately assesses risk...Full timeFlexible hours- 17 Mile Drive Tax in Walnut Creek, CA is seeking a Senior CPA to play a crucial role in preparing complex tax returns and managing client relationships. This position involves mentoring junior staff and directly engaging with clients from day one. The ideal candidate has...Senior
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Senior Analyst based in Pleasant Hill, California. This role requires a seasoned professional who can develop new techniques and improve processes while integrating industry expertise. Forming strong...Senior$140.78k - $239.46k
Flagstar Bank is seeking a Senior Relationship Manager - Fund Finance located in Palo Alto, CA. The role involves building and managing commercial loan relationships within Fund Finance, specifically providing liquidity and leverage solutions to investment funds. The ideal...Senior- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a...
- A major financial institution located in Walnut Creek, California, is seeking a talented Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of experience in middle market commercial lending and at...Senior
- JPMorgan Chase & Co. is seeking a Business Relationship Manager Senior in Walnut Creek, California, to manage a portfolio of large business clients with annual revenues exceeding $5 million. This role involves building strong client relationships, providing tailored financial...Senior
$117.73k - $138.5k
...career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$117.73k - $138.5k
...Business Banking Relationship Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$132.26k - $155.6k
...Business Banking Relationship Manager Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Business Banking Relationship Manager Walnut Creek, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Temporary workWork experience placementWork at officeShift workDay shift
$132.26k - $155.6k
...career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$118.93k - $131.62k
A leading sustainability consulting firm in California is seeking a Principal Consultant for Reputation Management. This role involves leading client communications programs and developing integrated multi-channel PR strategies. Applicants should have a minimum of 7 years...Senior- A leading engineering firm is seeking a Senior Wastewater Design Manager to oversee design projects and mentor junior staff. This role involves collaborating with multidisciplinary teams to contribute to public infrastructure projects. Ideal candidates will have extensive...Senior
$50.03k - $65.27k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Full timePart time$50.03k - $65.27k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Hourly payFull timePart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Universal Banker & Relationship Leader. Be the first to apply!
- bankers life Walnut Creek, CA
- business banker Walnut Creek, CA
- member team lead Walnut Creek, CA
- team coordinator Walnut Creek, CA
- disability team leader Walnut Creek, CA
- operational excellence leader Walnut Creek, CA
- quality control team lead Walnut Creek, CA
- school leader Walnut Creek, CA
- quality assurance team leader Walnut Creek, CA
- key team leader Walnut Creek, CA


