Banking

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Livermore, CA
6/6/2023
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Alameda, CA
Responsibilities: - Conduct interviews and profile customers to recommend appropriate banking products and services - Actively cross-sell bank products and services to new and existing customers ...
San Jose, CA
Minimum Qualifications Minimum of 2 years of sales and customer service experience in a customer facing environment, with a track record of success in offering banking products Minimum 1 year of cash ...
Bankers LifeĀ®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training ...
Analyst, Technology Investment Banking Location: San Francisco, CA In office Firm Overview: Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for ...
This is an excellent opportunity for a college graduate with strong grades, who enjoys technology and has two or more years working as an Investment Banking Associate with early stage, venture-backed ...
At least two years prior investment banking experience or highly relevant experience in other areas of finance, engineering and technology is preferred. Senior Analysts at GrowthPoint act as the ...
Santa Clara, CA
Provides client support to inquiries that include but not limited to: general bank transactions; operational issues, and/or bank office support . Requests are received from various channels ...
The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to ...
Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
We have openings for full-time Universal Banking Representative at our Millbrae Branch in Millbrae. Primary responsibilities will be to provide basic teller services; process transactions accurately ...
San Francisco, CA
We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to ...
San Francisco, CA
Reviews periodic core banking system reports as assigned. Provides routine information about the credit union such as: eligibility for membership, account types, branch locations, office hours ...
San Francisco, CA
Banking Services Specialist Department: Consumer Banking - S.F. Chinatown Classification: Non-exempt Reports to: Branch Manager Summary/Objective: The Banking Services Specialist provides a full ...
As the key point of contact for these customers, you will manage the full range of their deposit banking needs, coordinate service requests and cross sell new products by partnering with our Cash ...
Greenbrae, CA
A.) from four-year college or university in a related field and a minimum of 3 years of banking sales and management experience, plus excellent communication skills; or equivalent combination of ...
... banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking. Tri Counties Bank remains strong and profitable through ...
Private Banking Representative Location: Livermore, CA Hiring salary range: $28.46 - $34.46 per hour Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and ...
San Francisco, CA
Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and exceeds client needs. * Incumbent is a highly seasoned financial industry expert capable ...
At least 2 years of banking operations experience is required. * Comprehensive knowledge of all aspects of branch service functions is needed. * Thorough knowledge of bank policies and procedures is ...
San Francisco, CA
Minimum of 12 months of new accounts or relevant banking experience is preferred. * At least 2-3 years of cash handling, customer service, or sales experience. * Ability to exchange non-routine ...
Concord, CA
Promotes sales of Bank services and products. Weekly Working Hours: 40 ESSENTIAL FUNCTIONS: Customer Service * Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule ...
Basic understanding of banking laws and regulations. * Knowledge of retail products and services. * Knowledge of our Cash Management products, including pricing, functionality, competitiveness, and ...
San Francisco, CA
Associate Investment Banking Firm San Francisco Firm Overview A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is ...
Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as ...
AI-Life Score utilizes a researched Spin Dark-Data analysis model to detect evolving arbitrage data in personal finance, risk profiling, targeting and prediction in banking and wealth management. The ...
Multiple years of experience working with banking entities. * Experience with workflow reporting requirements. * PMP Certification preferred. * Must maintain a reliable method of transportation
Supports Bank acquisition conversion activities. * Extensive travel required with adjustment to working away from home for an extended time, could include weekends as needed. * Ability to work ...
Larkspur, CA
Description of Job Opportunity Full-time position with partial work from home job opportunity to oversee all banking functions, including corporate accounts payable, daily deposit process ...
Stockton, CA
Bankers LifeĀ® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...
San Francisco, CA
Formal credit training and minimum of three (3) years of underwriting and account management experience within a commercial banking lending environment. * Passion to support socially minded ...
San Francisco, CA
... banking, or related roles within the US market. * Bachelor's degree required; MBA preferred. * Background in public accounting or finance is preferred. * In-depth knowledge of energy project finance ...
Palo Alto, CA
Paid Federal banking holidays (approximately 10 per year) * Ongoing training and education, seminars, and conferences * Loan rate discounts on some products (vehicle, mortgage and HELOC loans) * Wa
Complete a summer project where the candidate will "pitch" a potential client opportunity to Union Square Advisors senior bankers Provide Management Support: * Provide analytical findings to deal ...
Oakland, CA
Handling AP/AR, revenue and expense booking, bank reconciliations, and financial statements. * Inventory and Cost Accounting: Overseeing inventory management and cost accounting practices
Wine industry underwriting is essential! * 10+ years in banking or equivalent combination of education and experience. * Bachelor's degree in finance, business, accounting or a related field
Maintain financial accounting systems for cash management, accounts payable, accounts receivable, credit control, payroll, bank reconciliations and investment accounts. * Execute Intuit/Online ...
Stockton, CA
Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to: the Credit Union Bylaws, Bank Secrecy Act, Fair Housing ...
San Francisco, CA
WHY THIS ROLE IS IMPORTANT The role of the Analyst on the Client Services team is to support senior team members with services related to banking, insurance, charitable giving, reporting and analysis ...
Adheres to all banking regulations. Required Skills: * Ability to provide positive and timely service. * Ability to resolve problems with empathy, accuracy, and timeliness. * Proficient in MS Office ...
Oversee bank management, including but not limited to ACH initiations, uploading check files to the bank and placing stop pays as necessary * Ensure invoices are processed, posted, and paid timely
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