Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Customer Experience Trainee: Banking & Finance Pathway

Year Up United

Year Up United offers a one-year or shorter intensive training program that helps young adults develop in-classroom skills, internships, and job placement services with coaching and mentorship across four career pathways. The Customer Experience pathway blends banking-focused training with access to internships and placement support through YUPRO, with stipends during internships and opportunities at major firms in the California Bay Area. #J-18808-Ljbffr Year Up United

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Customer Experience Trainee: Banking & Finance Pathway in Milpitas, CA vacancy
  • $200k - $270.5k

     ...communities we serve. With tens of millions of customers worldwide using products such as...  ..., payroll, capital lending and banking. The GBSG Finance team is critical in driving business...  ...and drivers.Qualifications10+ years of experience, including 3+ years of supervisory responsibilityProven... 
    Suggested
    Worldwide

    Intuit

    Mountain View, CA
    3 days ago
  • $154k - $208.5k

     ...serve. With tens of millions of customers worldwide using products such as...  ...payments, payroll, capital lending, and banking. The Small Business Group ("SBG") Finance team is critical in driving...  ...experience6-8 years of consolidation FP&A experience or equivalent tenure in corporate... 
    Suggested
    Worldwide

    Intuit

    Mountain View, CA
    15 hours ago
  •  ...Transformation Lead to support strategic finance transformation initiatives, including...  ...and stabilization of payment processes, banking integrations, and Accounts Payable capabilities...  ...Business Administration, or equivalent experience. ~7+ years of progressive Accounts... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Afternoon shift

    Denken Solutions, Inc.

    Milpitas, CA
    11 days ago
  • $190k - $225k

     ...individual for an amazing opportunity in our Finance and Operations team. Misson and History...  ...the organization. Qualifications & Experience 10 – 15+ years of progressive financial...  ...expertise preferred. Affordable housing, banking, or community lending experience preferred... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Housing Trust Silicon Valley

    San Jose, CA
    3 days ago
  •  ...forwarders, shipping lines, customs brokers, 4PLs — still run both...  ...Tensec is growing fast. Our finance decisions are getting harder...  ...continuously. Enterprise customers, bank partners, and investors all...  ...Fintech, payments, or FX experience, where revenue moves with transaction... 
    Suggested
    Work at office
    Local area
    Immediate start
    3 days per week

    Tensec

    Palo Alto, CA
    1 day ago
  •  ...Corporate Finance Manager Nclusion is on a mission to provide traditional financial...  ...by bridging the gap between traditional banking and the communities that need it most....  ...You Bring to the Table ~5+ years of experience in Corporate FP&A, with experience leading... 
    Temporary work
    Work at office
    Remote work
    Worldwide
    Monday to Thursday
    Flexible hours

    NClusion

    Palo Alto, CA
    3 days ago
  •  ...pioneering Fintech AI company dedicated to building the future of data-driven banking. Our platform delivers next-generation, self-driving finance products that enhance customer experience, reduce costs, and fortify the security of the financial ecosystem. We partner... 
    Permanent employment
    Flexible hours

    Opplane

    Santa Clara, CA
    3 days ago
  • $45k - $75k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs...  ...partners to deliver the desired customer experience and achieve overall business objectives....  ...s relationship with BMO beyond personal banking. Welcomes and guides customers as they... 
    Contract work
    Part time
    Local area
    Day shift

    Bmo

    Milpitas, CA
    2 days ago
  • $50k - $100k

     ...exceptional service to BMO customers and prospects. Identifies customer...  ...the desired customer experience and achieve overall business...  ...financial solutions and preferred banking channels while recommending...  ..., lending solutions, home financing (including business-for-self... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Santa Clara, CA
    1 day ago
  •  ...Role As the first hire on our finance team you will be a key financial...  ...and trade finance solutions for customers Build and optimize our working...  ...startup or high-growth environment. Banking, Private Equity, and Consulting experience is also welcomed. ~ Advanced... 

    ETCHED LLC

    Cupertino, CA
    4 days ago
  •  ...Vice President of Finance We are seeking a strategic and hands‑on Vice President of...  ...relationships with external accounting, tax, audit, banking, and other financial partners Support...  ...of progressive finance and accounting experience, preferably within civil construction or... 

    Creative Financial Staffing

    San Jose, CA
    2 days ago
  • $5,000 per month

     ...is looking for an experienced Finance Manager who will be...  ...unmatched accounting, financial and customer service skills. Compensation...  ...records • Reconciling daily bank deposits • Developing and implementing...  ...field • Min. 5 years’ experience in a top-tier Accounting & Finance... 

    Frontier Ford

    Santa Clara, CA
    22 hours ago
  • $140k - $155k

     ...delivers freight daily for its customers across the southern United...  ...Defense.We are looking for a Finance Manager who can work across the...  ...you’ll bring:5+ years of experience in corporate FP&A and finance...  ...with SAP supply chainInvestment banking, private equity, or Big 4 backgroundWhat... 
    Temporary work
    Work at office
    Visa sponsorship
    Flexible hours

    Kodiak Robotics

    Mountain View, CA
    3 days ago
  • Lead and elevate the end-to-end customer experience for Infrastructure Platforms by managing a team...  ...today we are a leader in investment banking, consumer and small business banking, commercial...  ...cover a diverse range of areas from finance and risk to human resources and... 

    JP Morgan Chase

    Palo Alto, CA
    22 hours ago
  • $200k - $250k

     ...Role We're hiring our first Director of Finance to build the financial backbone of the...  ...cash flow and treasury operations, banking relationships, and monitor compliance with...  ...~7–10+ years of progressive finance experience, including experience at the Controller,... 
    Contract work
    Local area

    Noble Machines

    Sunnyvale, CA
    22 hours ago
  • $130k - $200k

     ...this traffic is growing daily. Our customers span all industries, and they...  ...with you.About the Role:Own the finance and analytics leadership for a multi...  ...Finance, Strategic Finance, banking, or consulting.Proven SaaS/subscription experience with direct, hands-on ownership... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area

    CrowdStrike

    Sunnyvale, CA
    22 hours ago
  • $100k

     ...all seniorities.The Director, Finance Systems will lead the...  ...welcome candidates at various experience levels for this role. During...  ...with HR, payroll, procurement, banking, tax, planning, CRM, supply chain...  ...automation, continuous improvement, customer experience, and measurable... 
    Permanent employment
    Remote work

    Tenstorrent

    Santa Clara, CA
    2 days ago
  • $22 - $23.5 per hour

    East West Bank is seeking an Associate Banker in Milpitas, California. This position emphasizes providing exceptional customer service and helping clients with daily financial transactions...  ...least one year of customer service experience. A competitive hourly wage between... 
    Hourly pay

    East West Bank

    Milpitas, CA
    4 days ago
  •  ...delivery within Consumer & Community Banking's Personalization & Insights team, building...  ...solutions that enhance and optimize customer experiences. You will own end-to-end delivery...  ...banking, credit cards, mortgages, auto financing, investment advice, small business loans... 

    JP Morgan Chase

    Palo Alto, CA
    4 days ago
  •  ...UMe Tea is seeking a Senior Strategic Finance Manager to drive our finance transformation...  ...to weekly Ops‑Finance sync ‑ Manage banking relationships, debt covenants and AP large...  ...restatement andexternal audit coordination ‑ Experience building board‑ready reporting&... 

    UME Tea Group

    Cupertino, CA
    4 days ago
  • $260k - $365k

     ...Job Description Job Description Banking Associate Attorney (Leveraged Finance) Locations: Baltimore, MD | Boston, MA | Charlotte, NC | Denver, CO...  ...for a mid-to-senior level associate with significant experience in leveraged finance and commercial lending transactions... 
    Relocation package

    Direct Counsel

    San Jose, CA
    a month ago
  •  ...SKUs, and unit economics to accounting, financing strategies, and supply chain management,...  ...supply chain to product. You’ll get hands‑on experience across FP&A, accounting operations,...  ...Previous internship experience in consulting, banking, or early startup environments... 
    Internship
    Work at office
    Relocation

    Etched.ai, Inc.

    San Jose, CA
    4 days ago
  • $77.13k

     ...Veggielution is hiring a collaborative Finance and Operations Manager to...  ...processing Supports banking, budgeting, and cash management...  ...a consistent and compliant experience Leads organizational onboarding...  ...-player attitude and strong customer-service orientation... 
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Afternoon shift

    Veggielution

    San Jose, CA
    10 days ago
  •  ...Managing Director of Public Finance About the Company Prominent regional bank offering diverse financial services Industry Banking Type Privately...  ...with a preference for those with over 5 years of experience in public finance banking. The role requires a... 

    Confidential

    San Jose, CA
    3 days ago
  •  ...candidate has fintech industry experience and deep expertise in capital...  ...and FBO (For Benefit Of) customer funds portfolio in line with...  ...relationships with investment banks and monitor counterparty exposure...  ...: Bachelor's degree in Finance, Accounting, Economics, or a... 

    Macpower Digital Assets Edge

    Alviso, CA
    4 days ago
  •  ...years of age. Acknowledge ( Bank of America employees are...  ...a wide range of work and life experiences. These journeys foster resilience...  ...management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Milpitas, CA
    4 days ago
  • $180k - $225k

     ...dynamic and experienced Director of Project Finance to lead financing efforts for our solar...  .... Negotiate and secure financing from banks, private investors, and institutional...  ...financing mechanisms. Qualifications & Experience Bachelor's degree in Finance, Business,... 

    Gotion, Inc.

    Fremont, CA
    2 days ago
  •  ...deliver high-quality client service. You will handle routine transactions, assist customers, and promote Citi's digital tools to improve the client experience. As a team member, you will follow bank policies, manage cash responsibly, identify referral opportunities, and help... 
    Part time

    Citigroup Inc

    Sunnyvale, CA
    2 days ago
  •  ...and exceed the needs of our customers. As a Product Portfolio Operations...  ...in Consumer & Community Banking Personalization and Insights,...  ...a customer orientation, and experience delivering data-enabled...  ...Legal, Risk, Compliance, and Finance to deliver capabilities that... 

    Jobleads-US

    Palo Alto, CA
    1 day ago
  •  ...Senior Vice President, Strategic Finance About the Company Well-established full-service banking institution Industry Banking Type Public Company...  ...in a relevant field and a minimum of 10 years' experience in corporate finance, strategy, banking, or investor... 

    Confidential

    San Jose, CA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Experience Trainee: Banking & Finance Pathway. Be the first to apply!