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 1 day 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, CA4 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, CA15 hours ago - ...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...Suggested
Morgan Stanley
Palo Alto, CA1 day 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 officeSocket
Palo Alto, CA15 hours ago- ...thing, creating personalized experiences, exceeding expectations, and embracing diversity and inclusion. As a Senior Private Client Banker in a J.P. Morgan or Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering J.P....SuggestedImmediate startAfternoon shift
JPMorgan Chase & Co.
Mountain View, CA5 days ago - ...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
- 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...Local area
- ...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...Temporary workWork experience placementLocal area
Chase
Palo Alto, CA2 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, CA1 day ago- ...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, CA1 day 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 shiftBMO Harris Bank
Menlo Park, CA2 days ago$22.33 per hour
...Personal Banker Location : Location US-CA-Los Altos Location/Org Data : Name Los Altos CA Location : Address 4546 El Camino Real Location : City Los Altos Location : State/Province CA ID 2026-4917 Category Retail...Full timeWork at officeWaFd Bank
Los Altos, CA1 day 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, CA1 day ago- ...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
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
$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 hours$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- 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
- 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...
$310k - $365k
...should have a minimum of four years of lender-side representation for commercial finance matters. Experience representing banks and/or private credit funds on loans to technology, life sciences and/or middle market companies is preferred. Candidates must be admitted or to...Full timeWork at officeRelocationRelocation package- 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, CA1 day 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, CA15 hours 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...Work experience placementFlexible hoursWells Fargo
San Carlos, CA2 days ago- ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose, California... ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...Work at officeShift workWeekend workDay shift
Bank of America
Santa Clara, CA3 days ago $47.84k - $74.75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker within PNC's retail organization, you will be based in Sunnyvale, CA.Job DescriptionAcquires and deepens the branch customer base...Full timeTemporary workPart timeWork at officePNC
Sunnyvale, CA2 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, CA1 day ago - ...Relationship BankerThe Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
Technology Credit Union
Milpitas, CA3 days ago $26.44 - $35.1 per hour
...Position Summary The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Relationship Banker will recommend or refer retail consumer and business products and services to prospective and existing clients...Work at officeLocal areaFlexible hoursNight shiftFremont Bank
Newark, CA15 hours ago$100k
Financial Advisor – K–12 Retirement Specialist (403b/457b)Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand...Full timeTeacher's Pension and Insurance Services
Palo Alto, CA2 days ago$165k - $175k
Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various ...Local areaFlexible hoursCerity Partners
Los Altos, CA15 hours ago
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