Senior Banking Relationship Advisor
Bank of America
Bank of America in Santa Clara, CA seeks a client-focused associate to greet clients, uncover personal banking needs, and connect them with the right specialists. You will guide self-service transactions, deepen relationships, and ensure reliable service. The role emphasizes outbound follow-ups, regulatory adherence, and delivering exceptional client experiences in a busy financial center environment. #J-18808-Ljbffr Bank of America
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time$189.29k - $331.2k
...servicing, asset management and banking services, Northern Trust (... ...clients and their professional advisors to develop a thorough... ...to identify opportunities for relationship enhancement4. Focused client... ...organization is encouraged, senior leaders are accessible, and you...SeniorFull timeWork experience placementH1bWorldwideFlexible hours- ...as well as in partnership with some of the most important technology firms in the world.As a Senior Principal Architect at JPMorganChase within Corporate and Investment Bank Technology, you will spearhead the transformation and modernization of payments platforms, collaborating...Senior
- ...California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of... ...candidate will have over 15 years of experience in Private Banking and a strong track record of success working with...Senior
- Fifth Third Bank is seeking a Commercial Relationship Manager IV based in California. This role focuses on business development within the commercial banking sector, fostering relationships with senior executives to provide banking solutions. Candidates should possess extensive...Senior
$140k - $235k
Bank of America in Palo Alto is looking for a seasoned professional to join their Global Commercial Banking Healthcare, Technology & Sponsors Team. The role requires managing an extensive portfolio of complex clients and providing tailored financial solutions. Key qualifications...Senior- Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments. You will work with product specialists, deliver high-touch client...Senior
- Bank of America seeks a senior Commercial Lending/Investment Banking professional to advise Global Commercial Banking clients in the Technology... ...You will manage a substantial client portfolio, deepen relationships, and coordinate with Product Specialists to tailor financial...Senior
- ...successful candidate will leverage cross-functional skills to transform business requirements into actionable system requirements. This mid-senior level role calls for a minimum of 8-10 years of experience in business analysis, solid communication skills, and a strong...SeniorContract workBank staff
- Intuit is expanding its Consumer Lending focus and seeks a Senior Credit Risk Analyst to lead data-driven risk strategies across the consumer banking portfolio. You will partner with product, data science, compliance, and risk teams to build scalable risk solutions, improve...Senior
- Payfuture Technologies is looking for a Staff Financial Analyst in Mountain View, CA. In this role, you'll act as a trusted advisor, helping to develop strategic plans and drive optimal investment decisions. You'll work across departments to provide insights and monitor...Senior
- JPMorganChase is seeking a Private Banker for the U.S. Private Bank in the Palo Alto area to advise families on wealth strategies. You will leverage investments, credit and banking knowledge to support current clients and drive new assets. You will work with a local team...SeniorLocal area
- ...met and exceeded? We're looking for a Senior Wealth Strategy Associate to: •... ...requests related to their accounts • client relationship building and business development • provide... ...manager and the leading universal bank in Switzerland. We also provide diversified...SeniorFlexible hours
- ...a high-potential Private Banker to join the Private Banking Group in guiding Financial Advisors and clients on cash management and lending solutions.... ...candidate has deep lending product knowledge, strong relationship-building skills and a proven track record in growing...Senior
$205.5k - $278k
...TurboTax, scores refreshed in Credit Karma. All of it depends on a live, high-quality connection to a bank. That connectivity layer is what you'll own.We're looking for a Senior Staff Product Manager to lead bank connectivity and financial-institution data quality across...SeniorBank staffWorldwide- ...companies. For more information, please visit grail.com The Senior Accounts Payable Specialist will play a critical role in... ...including collection and review of tax forms (e.g., W-9, W-8), banking details, and compliance documentation. Maintain accurate and...Senior16 hoursFull timeWork at officeLocal areaFlexible hours
- Affirm is building its own bank and this Senior Software Engineer role sits in the engineering team that runs it. You’ll ship core banking systems, data platform, and AI-enabled tooling on a small, autonomous squad, with exposure to bank leadership and a path to impact...SeniorRemote job
$25 - $27.88 per hour
Bank of America is seeking a motivated Client Engagement Specialist in Milpitas, CA to assist clients with banking transactions and solutions. You will build relationships and drive client experience, managing cash responsibilities while adhering to operational excellence...Hourly pay$80k - $94k
...grow, innovate, and manage cash. As the Senior Treasury Analyst, you will lead our efforts... ...positioning, direct cash forecasting, bank account management, bank fee analysis,... ...maintenance of treasury management banking relationships.Provide periodic on-call support to...SeniorWork at officeFlexible hoursShift work3 days per week$194.5k - $263.5k
..., payments, payroll, capital lending and banking. The US GBSG Finance team is critical in... ...: Strategic Planning: Serve as a trusted advisor to the leadership team in developing and... ...acting as a strategic business partner to senior non-finance stakeholders. Comfort operating...Work experience placementWorldwide$194.5k - $263.5k
..., payments, payroll, capital lending and banking. The US GBSG Finance team is critical in... ...include: Strategic planning: Be a trusted advisor to the leadership team to develop and refine... ...role involves constant interaction with senior non-finance stakeholders across the...Work experience placementWorldwide- ...Experience Design Senior Associate As an Experience Design Senior Associate in Commercial & Investment Bank (CIB) Payments, you will contribute to innovative experience design by blending user needs with business goals in the dynamic environment of financial services...Senior
- ...position yourself among the top echelon in site reliability. As a Senior Lead Site Reliability Engineer at JPMorgan Chase within the... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...Senior
$250k
...required in order to negotiate internally, often at a senior level. Some external communication is typically... ...and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra...Full timeLocal area$90.5k - $170.3k
...UnitWhat the Role EntailsTencent Finance is seeking an experienced Senior Project Manager to lead the implementation of Workday... ...and Customer Accounts, Procurement, Expenses, Business Assets, Banking and Settlement, Projects, and financial reporting.Ability to manage...SeniorFull timeRelocation package- ...professional and technical expertise in the fields of Telecom, Education, Banking, Retail, e-commerce, Automotive, Life Science, Insurance, legal... ...& Administration Job Description Position details Position: Senior Oracle APEX Developer Job Location: Palo Alto, CA 94303...SeniorContract workLocal area
- ...industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable... ...us at . As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for...SeniorLive inWork at officeLocal area
- ...implement credit risk strategies and policies and drive business growth by supporting and scaling strategies for consumer lending and banking portfolio Develop & Enhance the credit Policy and program and establish a framework to ensure lending activities are in compliance...Senior
- Chase Private Client Banker in Branch Banking is the main point of contact for a select group of Chase's affluent clients, managing their complete banking relationship with an advice-based approach and connecting them to specialists for specialized needs. The role emphasizes...
$128k - $201.25k
...you can make a lasting impact on the world.We are looking for Senior Treasury Analyst who will be responsible for treasury cash positioning... ...with precisionManaging operational communications with banking counterparties and internal partners on wire status, callbacks,...SeniorFull time
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