Relationship Banker — Mortgage & Client Growth
Cathay Bank in
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 requires strong interpersonal and communication skills, knowledge of banking regulations, and the ability to work weekends. Bilingual English/Chinese is preferred; Mortgage Loan Origination status may be pursued. #J-18808-Ljbffr Cathay Bank in
$50.1k - $82.8k
...business solutions). Offers clients advice and guidance on... ...appointments, and building new relationships within the community. Addresses... ...Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E.... ..., and power economic growth around the world. As a member...MortgageContract workPart timeLocal areaImmediate startDay shift- Cathay Bank is hiring a Senior Relationship Banker/Customer Service specialist in California. The role focuses on opening new accounts, cross-selling bank products, and referring customers to specialists while handling customer service issues. You will process teller transactions...Mortgage
- ...valued by building lasting relationships, doing the right thing, exceeding... ...needs. As a Private Client Banker in Branch Banking, you are the... ...disciplined approach to generate growth in their balances. You will... ...(Private Client Advisors, Mortgage Bankers and Business Relationship...MortgageImmediate startAfternoon shift
- ...an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...banking, credit cards, mortgages, auto financing, investment advice... ...credit card sales and deposit growth and have the most-used digital...Mortgage
$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...SuggestedFull time$52k - $68k
...memorable experiences for our clients and employees, making... .... We build lasting relationships by doing the right... ...As a Relationship Banker in a Chase Branch, you... ...position requires National Mortgage Licensing System and... ...card sales and deposit growth and have the most-used...MortgageImmediate startAfternoon shift$26 - $29 per hour
Sr. Relationship Banker (Administrative) People Drive Our Success Are you enthusiastic, highly motivated... ...valuable asset and we proudly foster growth and development empowering you to... ...business promotions. Originate and process mortgage loans. Achieve assigned sales goals....MortgageFull timeFlexible hoursWeekend work- Citi is seeking an entry-level Personal Banker in Santa Clara, CA. The role supports sales and... ...build loyalty and increase consumer client sales. You will coordinate with the customer service team and focus on relationship building in a dynamic branch environment. You...
- ...Financial Services Group, Inc. is hiring a Mortgage Loan Officer in Cupertino, CA. This... ...compliance with lending guidelines and managing relationships with customers. The ideal candidate... ...solutions, managing a portfolio of clients, and collaborating with stakeholders....Mortgage
- ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose, California... ...every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeShift workWeekend workDay shift
- ...pipelines, ensure regulatory compliance, and collaborate with loan fulfillment partners to deliver value to clients, while leveraging digital tools and community relationships. The role requires a proven track record in loan origination, knowledge of Conventional, Jumbo and...MortgageLocal area
$22.27 - $33.43 per hour
...RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch... ...in all aspects of providing exemplary client service. Successfully completes Onboarding... ...under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and...MortgageHourly payRemote work- ...Relationship BankerThe Relationship Banker assists members with a full range of financial products and services in... ...responsible for developing direct sales growth for Technology Credit Union (Tech CU) including but not limited to mortgage, auto lending, and market...MortgageWork at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
- Cathay Bank is seeking a Sr. Relationship Banker (Administrative) in Cupertino, CA. You will open new accounts, cross-sell bank products, and resolve customer issues while adhering to bank policies and security procedures. You will support teller operations, balance cash...MortgageWeekend work
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Jose, California, to enhance client relationships and provide excellent service. You will engage with clients, understand their financial needs, and offer tailored solutions using advanced banking technology....
- ...Citizens Bank, seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients and prospects in the California market. The role... ...discovery, planning-based needs assessments, and driving growth through partnerships with #J-18808-Ljbffr First...
- ...View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial... ...and possess the necessary licenses. Additionally, strong relationship-building skills are crucial for this role. #J-18808-Ljbffr Bank...
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where... ...solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance... ..., banking & lending solutions, mortgages and digital offerings through JP...MortgageLocal area
$47.84k - $74.75k
...company's success. As a Branch Banker within PNC's retail... ...engagement, ultimately elevating client loyalty. Delivers a full PNC... ...to acquire, expand and retain relationships. Creates customer loyalty and... ...Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act...MortgageFull timeTemporary workPart timeWork experience placementWork at office$150k
At JPMorgan Private Client, we are devoted to providing distinguished... ...unparalleled expertise. As a Relationship Manager in JPMorgan Private... ...contributing to the dynamic growth of our business.Job... ...this position requires National Mortgage Licensing System and Registry...MortgageTemporary workWork at officeImmediate start- Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align...
- ...firm’s commitment to helping clients own their financial futures.... ...guidance while forming lasting relationships built on trust, respect, and... ...engaged in residential loan mortgage originations must register with... ...future. We champion your growth through meaningful work, continuous...MortgageFlexible hours
- ...Private Client Advisor II Walnut Creek, California;Palo Alto,... ...this by driving Responsible Growth and delivering for our clients... ...new clients, deepening client relationships, and building upon an internal... ...engaged in residential loan mortgage originations must register with...MortgageWork at officeShift workDay shift
$71.3k - $150k
...of businesses and individual clients. We connect clients to solutions... ...Reinsurance, Cyber Services, Mortgage Origination and more.... ...where technology, data, and relationships intersect? At Acrisure, we're... ...What You'll Do: Revenue Growth & Business Development...MortgageImmediate startFlexible hours$310k - $365k
...Finance associate to join its Venture & Growth subgroup in any of our New York or California... ...strong judgement.Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external client relationships by providing support, regular updates, advice...Full timeWork at officeRelocationRelocation package$70.32k
...Wealth Management - Private Client Advisor - Menlo Park, CA and... ...care of our employees, building relationships, and delivering extraordinary... ...banking, credit cards, mortgages, auto financing, investment advice... ...credit card sales and deposit growth and have the most-used...Mortgage- ...an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...banking, credit cards, mortgages, auto financing, investment advice... ...credit card sales and deposit growth and have the most-used digital...Mortgage
- ...Identification 210771217 Job Category Client Advisory Business Unit Consumer &... ...solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the... ...planning, banking & lending solutions, mortgages and digital offerings through JP...MortgageFull timeLocal area
$180.27k - $220.33k
...One.Job DescriptionResponsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment... ...Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the...MortgageLocal area- Pylon is hiring a growth-minded content lead in Palo Alto. You will build the audience from the ground up across X, LinkedIn, and other channels, shaping our mortgage rails narrative with bold, opinionated content. You’ll own distribution, experimentation, and content...Mortgage
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