Member-Focused Relationship Banker - Palo Alto Center
$25.5 - $30.5 per hourFirst Tech Federal Credit Union
First Tech Federal Credit Union seeks a Relationship Banker in Palo Alto, CA. As a key financial partner, you'll provide tailored services, process transactions, and engage with members to identify their financial needs. The role requires strong customer service skills and sales experience. Compensation ranges from $25.50 to $30.50 per hour with incentives. Benefits include medical coverage, a 401K plan, and paid time off. Join a dynamic member-focused team in a fast-paced environment! #J-18808-Ljbffr First Tech Federal Credit Union
$25.5 - $30.5 per hour
...Relationship Banker The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, you'll work in... ...equivalent Location: Palo Alto Experience Center - Palo Alto, CA 94306 Target...SuggestedHourly payWork at office$250k
The Personal Banker SAFE Act is an entry level position... ...business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program... ...calls to acquire new relationships and deepen existing... ...time Primary Location Palo Alto California United States...SuggestedFull time- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, creating personalized experiences, exceeding... ...diversity and inclusion. As a Senior Private Client Banker in a J.P. Morgan or Chase Branch, you will represent our brand...SuggestedImmediate startAfternoon shift
- WilmerHale is looking for a Corporate associate in Palo Alto with 4-5 years of post-JD experience in areas such as emerging companies and venture financing. The role involves advising clients on business formation, equity financings, and managing teams on transactions....Suggested
$50.03k - $65.27k
...Part-Time Universal Banker (20 Hours), Palo Alto Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity...SuggestedHourly payFull timePart time$80k - $90k
...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... ...) Hours Per Week: 40 Pay Transparency details US - CA - Palo Alto - 3075A Hansen Way (CA5820)Pay and benefits informationPay range...Interim roleWork at officeLocal areaImmediate startShift workDay shift- Overview The Universal Banker is an entry‑level position responsible for assisting in the execution of sales, products, or service activities... ...Family: Branch Sales. Time Type: Part time. Primary Location: Palo Alto, California, United States. Compensation Full‑time salary...Hourly payFull timePart time
- ...reality. You are... As a member of one of the world's largest... ...Financials Accounting Center/Prism Consultant your primary... ...Develop and manage vendor relationships Lead workshops for client... ...navigate uncertainty. You're focused on the future with a desire to...Work experience placementLive inWork at officeLocal area
$170k - $225k
...level. As a Private Banker in the U.S. Private... ...Manage and maintain relationships with clients by earning... ...banking concepts Focuses on the client experience... ...site health and wellness centers, a retirement savings... ...Base Pay/Salary Palo Alto,CA $170,000.00 - $225,...Temporary workWork experience placementLocal area$60k - $75k
...sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a... ...our clients.**The Purpose of Your Role**Working in our Investor Center, you will engage face-to-face with your customers, offering...Work at office- VC Stack is seeking an Investment Associate for Summer 2026 to be based in Palo Alto, CA, or Lehi, UT. The role involves sourcing deals, analyzing new opportunities, and working closely with seasoned investment professionals. This position requires 2-3 years of relevant...Summer work
$24 - $26.27 per hour
...market and the specific Financial Center location will be based on... ...excellence Builds relationships with clients to meet financial... ...strong work ethic and intense focus on results, acting in the best... ...MAIN OFFICE (CA4109), US - CA - PALO ALTO - 3000 EL CAMINO REAL - Page...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$45k - $75k
...client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer... ...of training or onboarding! The Value You Deliver A key member of the team, you are offering support to Fidelity's most...Work from home- ...welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations... ...financial needs. As a Private Client Banker in Branch Banking, you are the main... ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...Full timeImmediate startAfternoon shift
$45k - $75k
...client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We’re Looking For Customer... ...a lack of training or onboarding! The Value You Deliver A key member of the team, you are offering support to Fidelity’s most valuable...Full timeWork from home$93.8k - $107.2k
...Wealth Advisor Menlo Park, CA or Palo Alto, CA Position Summary Focus Partners Wealth is seeking an... ...Advisors to maintain and enhance client relationships through active participation in... ...planning. Focus provides team members the flexibility to work a hybrid schedule...Work at officeRemote work2 days per week$28.85 - $33.65 per hour
...acquiring, building and managing client relationships to considering a client’s complex financial... ..., you will begin working in a financial center where you will help to deliver Bank of... ...Client Management Customer and Client Focus Portfolio Management Prospecting Referral...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Citigroup - - Responsibilities: Assist in basic account opening for existing customer; Provide service delivery to internal/external customers to resolve account service issues; Execute financial transactions in accordance with bank policies; Refer opportunities to segment...Part time
$80k - $95k
...program staff. This position will focus on Sunlight Giving, a family... ...closely with grantees, Board members, program officers, and... ...organizations (e.g. Foundation Center) as needed. Grants Management... ...has offices in San Francisco, Palo Alto, and Santa Rosa. This position...Full timeFor contractorsWork at officeLocal area- ...Associate Banker At Chase, we are passionate about creating memorable experiences for... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...coverage, on-site health and wellness centers, a retirement savings plan, backup...Part time
- 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...Part time
$19 - $23 per hour
...years and persevered through many economic cycles due to our team members drive and optimism. Together we can make a difference in the... ...service, maintain frequent customer contact to expand relationships and ensure customer retention./liliMaintain open communication...Full timeWork experience placementFlexible hours$50.1k - $82.8k
...generating appointments, and building new relationships within the community. * Addresses... ...policies and procedures. * Acts as a key member of a collaborative and versatile branch... ...deliver a personal customer experience. * A focus on results and the ability to thrive in...Contract workPart timeLocal areaImmediate startDay shift- ...Technical Lead Product Designer - AI Private Banker USA, Durham; USA, Miami; USA, Palo Alto About Us Nu is one of the largest digital financial... ...influencing business decisions advocating for user-centered design; Inspire fellow product designers, by creating...Work at officeWork from homeRelocation packageFlexible hoursShift work
- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive approach to service delivery and client acquisition, utilizing excellent communication skills to ensure...Weekend workAfternoon shift
$61.28k - $85.52k
Citi is looking for an entry-level Personal Banker SAFE Act in Palo Alto, California. This role will assist in executing sales and customer service activities while building relationships with clients. Responsibilities include managing business credit requests, growing...- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
$19 - $23 per hour
...years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the... ...service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with...Full timeWork experience placementFlexible hours- A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include...
$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
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