Private Banker
Morgan Stanley
Morgan Stanley is seeking a high-potential Private Banker to join the Private Banking Group in guiding Financial Advisors and clients on cash management and lending solutions. You will profile client bases, develop opportunities, and maintain a robust pipeline to meet revenue and balance targets, acting as the product expert for internal teams. The ideal candidate has deep lending product knowledge, strong relationship-building skills and a proven track record in growing lending revenue within a #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Banker in Palo Alto, CA vacancy
$250k
## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26969813The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and...SuggestedFull timeCitibank (Switzerland) AG
Palo Alto, CA2 days ago- ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought...Suggested
Citi
Palo Alto, CA3 days ago $110k - $185k
...deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding...SuggestedTemporary workWork at officeMorgan Stanley
Menlo Park, CA3 days ago- ...Private BankerWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising...SuggestedTemporary workWork experience placementLocal area
Chase
Palo Alto, CA5 days ago - 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...SuggestedLocal area
- ...money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other...Immediate startAfternoon shift
- ...Senior Private Client Banker We believe in making dreams possible for everyone, every day. You'll be at the heart of this mission, creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships...Immediate startAfternoon shift
$109.12k - $163.68k
Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior...Full time- ...Forbes World’s Best Bank. Visit our institutional page About the role We’re building the next evolution of Nubank: an AI-powered private banker that helps millions of people navigate their financial lives with intelligence, empathy, and trust. As Sr Design Manager, you’...Work at officeWork from homeFlexible hours
- ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank...
Fremont Bank
Mountain View, CA4 days ago $28.56 - $37.36 per hour
...Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective and...Work at officeLocal areaFlexible hoursNight shiftFremont Bank
Mountain View, CA4 days ago$50.1k - $82.8k
Address: 701 Santa Cruz Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify...Part timeLocal areaImmediate startDay shiftHispanic Alliance for Career Enhancement
Menlo Park, CA4 days ago$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Hourly payWork experience placementFlexible hoursWells Fargo
Palo Alto, CA4 days ago- ...Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states....Work at office
WaFd Bank
Los Altos, CA4 days ago - ...lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting...Immediate startAfternoon shift
- JPMorganChase in Mountain View seeks a Relationship Banker to represent our brand with hospitality, engage clients, and help address financial needs using Chase solutions. You will build lasting relationships, guide clients through technology tools like Chase Mobile App...
- JPMorgan Chase & Co. in Mountain View is seeking a Relationship Banker at a Chase Branch to deliver warm, attentive service, grow client relationships, and introduce customers to Chase digital tools and solutions. Requirements include 1+ year of sales in retail banking...Weekend workAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- A financial institution is seeking a motivated Commercial Relationship Manager fluent in Hebrew to enhance client success in the technology sector. This individual will manage client portfolios, drive business development, negotiate loan terms, and ensure documentation ...
$19 - $23 per hour
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and...Full timeWork experience placementFlexible hours- A financial institution is seeking motivated individuals for customer service roles in Mountain View, California. The position involves handling transactions, opening new accounts, and providing problem resolution support. Candidates should ideally have a background in ...Hourly pay
- JPMorganChase is seeking a Relationship Banker to join a Chase Branch, where you will cultivate meaningful client relationships and deliver thoughtful financial solutions using modern digital tools. You will act as a trusted advisor, helping clients address their financial...
- WaFd Bank is looking for a motivated Personal Banker to help enhance financial health within the community. You'll assist clients with both personal and business banking solutions while reflecting WaFd's core values of integrity and teamwork. This position requires solid...
- We are seeking a highly skilled, passionate and results-driven Commercial Relationship Manager fluent in Hebrew to drive business growth and client success within the Technology Sector. Our clients have a presence in Israel and the United States. In this role, you will ...
- JPMorgan Chase & Co. in California seeks a Relationship Banker to welcome clients, understand their financial needs, and present appropriate banking solutions. You will build relationships by delivering friendly, knowledgeable service in a branch setting. You will learn...
$235k - $390k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...Full timeWork at officeRelocationRelocation package- ...Relationship Banker (SAFE)Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate startFree visa
Wells Fargo
Belmont, CA4 days ago - Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role ...Weekend work
Cathay Bank in
Cupertino, CA4 days ago $25 - $27.88 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftSacbar
Milpitas, CA3 days ago- BMO Financial Group in Milpitas, CA is seeking a part-time Banking Associate to deliver exceptional service and guidance to customers. You will identify needs, refer opportunities, and help customers choose banking channels and digital options. Collaborative, customer-...Part timeShift work
BMO U.S.
Milpitas, CA4 days ago
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