Personal Banker Jobs in Palo Alto, CA | Glassdoor

Personal Banker Jobs in Palo Alto, CA

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  • 3.4
    Fisher Investments – San Jose, CA
    Est. Salary $57k-$83k
    21 days ago 21d
    Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher…
  • 4.0
    Tintri – Mountain View, CA
    Est. Salary $63k-$106k
    16 days ago 16d
    Marketing Officer (CMO in spending and headcount management. The person filling this role will be expected to broaden his scope quickly…
  • 3.5
    TIAA – Palo Alto, CA
    Est. Salary $59k-$102k
    13 days ago 13d
    services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, a family of no-load Mutual… experience in understanding clients financial situations and personal circumstances. Demonstrated ability to deliver a distinctive…
  • 3.5
    Citi – San Jose, CA
    Est. Salary $42k-$54k
    20 days ago 20d
    tailored solutions to every client. Position Summary: The Personal Banker creates and manages a sales plan delineating optimal methods…
  • 2.7
    Scottrade – Sunnyvale, CA
    Est. Salary $72k-$108k
    11 days ago 11d
    JOB DESCRIPTION The main purpose of this position is to promote Scottrade’s mission of helping clients overcome…
  • 3.3
    Patelco Credit Union – Pleasanton, CA
    Est. Salary $31k-$40k
    1 days ago 18hr
    Overview: Patelco Credit Union's mission is to enrich member's financial health and well being. In this role, you…
  • 3.4
    HSBC Holdings – Fremont, CA
    5 days ago 5d
    and Premier Wealth Advisors. Develops, manages and expands personal and business customer relationships, which may include managing… of our clients is at the heart of everything we do, both personally and as an organization. Continually reassess the operational…
  • 3.3
    Patelco Credit Union – Fremont, CA
    Est. Salary $29k-$37k
    20 days ago 20d
    Overview: In this role, you will have the ability to provide superior customer service to all our members with…
  • First National Technology – Fremont, CA
    Est. Salary $33k-$42k
    8 days ago 8d
    provides a unique opportunity each day to perform Teller or Personal Banker duties depending on the branch staffing needs. Our ideal… currently seeking applicants for our Universal Banker position. The Universal Banker position is a great opportunity to grow and…
  • 3.6
    JPMorgan Chase & Co – Palo Alto, CA
    3 days ago 3d
    professional with good "business sense" and an energetic/dynamic personality Strong relationship management and team building skills;…
  • 3.0
    Mitsubishi UFJ Financial Group – Fremont, CA
    Today 10hr
    by Phone area. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products… strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information…
  • 3.4
    Chase – San Jose, CA
    7 days ago 7d
    solutions to everyday challenges. Join us as a Relationship Banker and apply your exceptional people skills to shape the customer… customer banking experience at Chase. As a Relationship Banker in our Branch Banking team, you’ll take a lead role in delivering…
  • 3.0
    California Bank & Trust – Fremont, CA
    Est. Salary $35k-$44k
    10 days ago 10d
    maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer…
  • 3.5
    Charles Schwab – Menlo Park, CA
    Est. Salary $75k-$106k
    5 days ago 5d
    Consultants are driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing… Champions Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts Work/Life Balance: Sabbatical…
  • 3.9
    Alliant Credit Union – San Mateo, CA
    26 days ago 26d
    monthly/quarterly goals Support members in the role of Personal Banker to enhance loyalty and grow depth of relationship through… Operates a variety of office equipment such as fax, copier and personal computer Adhere to and ensure compliance of all business transactions…
  • 3.4
    US Bank – Los Gatos, CA
    15 days ago 15d
    Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts…
  • 3.4
    HSBC Holdings – Milpitas, CA
    15 days ago 15d
    and Premier Wealth Advisors. Develops, manages and expands personal and business customer relationships, which may include managing… of our clients is at the heart of everything we do, both personally and as an organization. Continually reassess the operational…
  • 3.1
    Pacific Western Bank – Menlo Park, CA
    Est. Salary $154k-$225k
    21 days ago 21d
    The SVP Banker is accountable for developing new relationships as well as enhancing existing relationships with clients in their… their specified region or business vertical. The SVP Banker will have the ability to sell all products offered by Square 1 and…
  • 4.0
    City National Bank – San Jose, CA
    20 days ago 20d
    or more of the following: asset management, banking/credit, personal trust, and brokerage services. *Minimum 10 years of sales…
  • First Republic – Palo Alto, CA
    12 days ago 12d
    and brochure supply for Preferred Bankers * Provide back-up support in Preferred Bankers absence * Opening of new accounts… Overview: The Preferred Banker Associate position is responsible for assisting the Preferred Banking team and Relationship…
  • 3.0
    Union Bank of California – Fremont, CA
    1 days ago 22hr
    by Phone area. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products… strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information…
  • 3.2
    Hewlett Packard Enterprise – Palo Alto, CA
    Est. Salary $85k-$120k
    5 days ago 5d
    This Senior Financial Analyst role in the Corporate Financial Planning and Analysis (FP&A) organization is in support of…
  • 3.6
    Edward Jones – Palo Alto, CA
    16 days ago 16d
    financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant… goals. What is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term…
  • 3.0
    Union Bank, N.A. – Menlo Park, CA
    12 days ago 12d
    by Phone area. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products… strategies and calling on existing and potential clients, whether in person or over the phone. * Proactively assess clients' financial…
  • 3.2
    Hewlett Packard Enterprise – Palo Alto, CA
    Est. Salary $85k-$120k
    22 days ago 22d
    The Finance team at Hewlett Packard Enterprise provides world class decision support driving profitable growth and…
  • 2.9
    Bank of the West – Mountain View, CA
    Today 9hr
    Responsibilities The person in this position will work 25 hours per week. The Service Banker is the customer’s first… service/sales follow up in support of team goals. · The Service Banker performs routine office and administrative duties as well as…
  • Glens Falls National Bank – Saratoga, CA
    Est. Salary $42k-$54k
    13 days ago 13d
    Returning Applicant and Current Employee? Login Now Universal Banker Senior Specialist SNB Region Company Saratoga National… routine transactions for our customers. As a Traveling Universal Banker Senior Specialist in our Saratoga Region you will provide a…
  • 3.3
    Proofpoint – Sunnyvale, CA
    Est. Salary $64k-$93k
    15 days ago 15d
    Company Overview At Proofpoint, we have a passion for protecting people, data, and brands from today’s advanced…
  • 3.0
    Union Bank of California – San Mateo, CA
    13 days ago 13d
    enables them to act as consultative bankers and trusted client advisors. Private Bankers establish and maintain excellent working… BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION) Private Bankers develop and execute marketing and sales strategies to attract…
  • 3.8
    Infinera – Sunnyvale, CA
    Est. Salary $96k-$139k
    23 days ago 23d
    Your Key Responsibilities Would Include: Imagine being part of a team that is fundamentally changing the way people…
  • 4.3
    CFOs2GO – Fremont, CA
    Est. Salary $54k-$79k
    6 days ago 6d
    required Exceptional ability to establish and mine data bases Personal Requirements High level of organization and self-starter…
Job Title Location Employer Salary
Investment Consultant (Financial Advisor/Stock Broker Alternative) San Jose, CA Fisher Investments $57k-$83k
Senior Financial Analyst Sales and Marketing Mountain View, CA Tintri $63k-$106k
Financial Advisor (Wealth Management) Palo Alto, CA TIAA $59k-$102k
Personal Banker - Bilingual - Vietnamese Preferred - Alum Rock Branch San Jose, CA Citi $42k-$54k
Branch Manager Sunnyvale, CA Scottrade $72k-$108k
Member Service Representative (Teller) Pleasanton, CA Patelco Credit Union $31k-$40k
Branch Relationship Banker, Bilingual Mandarin and English Fremont, CA HSBC Holdings $46k-$59k
Part-Time Member Service Representative (Teller) Fremont, CA Patelco Credit Union $29k-$37k
Universal Banker Fremont, CA First National Technology $33k-$42k
Banker - Vice President Palo Alto, CA JPMorgan Chase & Co $53k-$66k
Senior Relationship Banker Fremont, CA Mitsubishi UFJ Financial Group $55k-$71k
Relationship Banker San Jose, CA Chase $35k-$43k
Universal Banker - MLO Fremont, CA California Bank & Trust $35k-$44k
Assistant Branch Manager Menlo Park, CA Charles Schwab $75k-$106k
Branch Loan Consultant San Mateo, CA Alliant Credit Union $51k-$127k
Financial Advisor Los Gatos, CA US Bank $31k-$71k
Branch Relationship Banker Milpitas, CA HSBC Holdings $44k-$57k
SVP Banker - Technology Menlo Park, CA Pacific Western Bank $154k-$225k
Private Banker San Jose, CA City National Bank $78k-$125k
Senior Relationship Banker, Fremont, CA Fremont, CA Union Bank of California $45k-$60k
Senior Financial Analyst, Corporate Financial Planning and Analysis - Cash Flow Palo Alto, CA Hewlett Packard Enterprise $85k-$120k
Branch Manager - Financial Advisor Palo Alto, CA Edward Jones $35k-$84k
Senior Relationship Banker Menlo Park, CA Union Bank, N.A. $45k-$60k
Mergers and Acquisitions Senior Financial Analyst Palo Alto, CA Hewlett Packard Enterprise $85k-$120k
Service Banker I (Teller) - 25 hours Mountain View, CA Bank of the West $39k-$50k
Universal Banker Senior Specialist SNB Saratoga, CA Glens Falls National Bank $42k-$54k
Financial Analyst Sunnyvale, CA Proofpoint $64k-$93k
Private Banker, Vice President San Mateo, CA Union Bank of California $104k-$175k
Staff Financial Analyst Sunnyvale, CA Infinera $96k-$139k
Financial Analyst Fremont, CA CFOs2GO $54k-$79k
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