Senior Personal Banker Jobs in Palo Alto, CA | Glassdoor
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Senior Personal Banker Jobs in Palo Alto, CA

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  • 3.1
    Technology Credit Union – Cupertino, CA
    1 days ago 13hr
    Position Summary As a Senior Relationship Banker, the individual will offer a full range of financial products and…  Connect with manager to establish personal goals for professional development. Senior Duties  Demonstrate leadership…
  • 3.0
    Union Bank, N.A. – Palo Alto, CA
    24 days ago 24d
    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…
  • 3.5
    First Republic Bank – Palo Alto, CA
    14 days ago 14d
    people focused on providing extraordinary service. The Senior Preferred Banker position is responsible for assisting Relationship… goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize…
  • Glens Falls National Bank – Saratoga, CA
    Est. Salary $35k-$46k
    1 days ago 13hr
    Applicant and Current Employee? Login Now Universal Banker Senior Specialist - Colonie Company Saratoga National Bank… routine transactions for our customers. As a Universal Banker Senior Specialist in our Colonie office you will provide a complete…
  • 2.7
    Mitsubishi UFJ Financial Group – Palo Alto, CA
    4 days ago 4d
    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…
  • 3.5
    First Republic Bank – Palo Alto, CA
    23 days ago 23d
    calls.) Be able to navigate research and answer client and banker questions using the bank’s systems and have a thorough understanding… and/or telephonic inquiries from Online Banking, Call Center, bankers, and other Deposit Services Department. Perform duties &…
  • 3.0
    Union Bank of California – Palo Alto, CA
    4 days ago 4d
    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…
  • 2.7
    Mitsubishi UFJ Financial Group – Palo Alto, CA
    9 days ago 9d
    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…
  • 2.9
    ExecuNet – Palo Alto, CA
    2 days ago 2d
    Board members, especially that audit committee, investors, bankers and financial analysts. Provide the leadership necessary to… DESCRIPTION As a senior executive and a advisor to the CEO, the CFO/VP Finance will serve as a key member of the executive management…
  • 2.9
    Western Alliance Bancorporation – San Jose, CA
    5 days ago 5d
    all information necessary to present a financing request to senior management or Loan Committee for approval; meets with existing… in meeting annual deposit and loan growth goals assigned by senior management. * Provides leadership and training to less experienced…
  • 3.0
    Union Bank of California – Palo Alto, CA
    9 days ago 9d
    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…
  • 2.9
    Centennial Bank – San Jose, CA
    10 days ago 10d
    all information necessary to present a financing request to senior management or Loan Committee for approval; meets with existing… in meeting annual deposit and loan growth goals assigned by senior management. Provides leadership and training to less experienced…
  • 2.7
    Mitsubishi UFJ Financial Group – San Jose, CA
    13 days ago 13d
    become the world’s most trusted financial group. Senior Relationship Banker Major Responsibilities: Reporting to the Branch… portfolio. • Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.…
  • 3.4
    Wells Fargo – Burlingame, CA
    15 days ago 15d
    responsible for working under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage… reach their personal and financial goals through homeownership. We have an immediate opening for a Private Mortgage Banker Junior.…
  • Simplee – Palo Alto, CA
    14 days ago 14d
    Board members, especially that audit committee, investors, bankers and financial analysts. Provide the leadership necessary… development center in Tel Aviv, Israel. Position summary: As a senior executive and a advisor to the CEO, the CFO/VP Finance will…
  • 3.0
    Union Bank, N.A. – Palo Alto, CA
    30+ days ago 30d+
    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…
  • 2.7
    Mitsubishi UFJ Financial Group – San Leandro, CA
    17 days ago 17d
    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…
  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $54k-$80k
    9 days ago 9d
    Committee with the Business Banker for loan approvals. Loan Closing: Work closely with Business Bankers, Commercial Loan Operations… Overview: To work in a dynamic environment with Business Bankers and the Business Banking Department in evaluating, underwriting…
  • 4.0
    Akamai – Santa Clara, CA
    Est. Salary $85k-$149k
    7 days ago 7d
    already have durable relationships with entrepreneurs, investors, bankers and other key stakeholders in these segments, as well as the… networking and carrier ecosystems such as with entrepreneurs, VCs, bankers and other relevant players. The emphasis will be less on building…
  • 3.7
    Matterport – Sunnyvale, CA
    Est. Salary $99k-$149k
    1 days ago 1d
    expect the Senior Manager to be a person seeking to grow and take on more responsibility, so if this is your personal objective… implementor of an ERP system. In addition, the Senior Manager/Controller should be a person who enjoys working in a team environment…
  • 3.0
    Union Bank, N.A. – San Jose, CA
    30+ days ago 30d+
    become the world's most trusted financial group. Senior Relationship Banker Major Responsibilities: Reporting to the Branch… portfolio. * Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.…
  • 3.6
    Buffett Senior Healthcare – Fremont, CA
    23 days ago 23d
    republic; american senior benefits; amerilife; The Assurance Group; Assurance Group; TAG; bankers life; bankers life and casualty… insurance agent; life insurance; senior health; senior healthcare; senior sales; senior market sales; senior insurance; mega life; megalife…
  • 3.4
    Bank of America – Mountain View, CA
    8 days ago 8d
    relationships. Located in a financial center, senior personal bankers (PBs) and personal bankers are accountable for driving a strong customer-focused… Job Description: The Senior Small Business Relationship Manager (SBRM) provides comprehensive financial solutions to small…
  • 4.0
    Ellie Mae – Pleasanton, CA
    Est. Salary $105k-$164k
    22 days ago 22d
    position and sell Ellie Mae Professional Services to Encompass Banker clients. This position will help identify new business opportunities… entire mortgage lifecycle. Summary of Responsibilities The Senior Implementation Engagement Manager provides services leadership…
  • 3.0
    Union Bank of California – San Leandro, CA
    9 days ago 9d
    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…
  • 3.0
    Union Bank of California – San Jose, CA
    15 days ago 15d
    become the world’s most trusted financial group. Senior Relationship Banker Major Responsibilities: Reporting to the Branch… portfolio. • Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.…
  • 3.4
    Bank of America – Sunnyvale, CA
    8 days ago 8d
    relationships. Located in a financial center, senior personal bankers (PBs) and personal bankers are accountable for driving a strong customer-focused… Job Description: The Senior Small Business Relationship Manager (SBRM) provides comprehensive financial solutions to small…
  • 3.6
    Buffett Senior Healthcare – San Jose, CA
    17 days ago 17d
    republic; american senior benefits; amerilife; The Assurance Group; Assurance Group; TAG; bankers life; bankers life and casualty… insurance agent; life insurance; senior health; senior healthcare; senior sales; senior market sales; senior insurance; mega life; megalife…
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