Senior Personal Banker Jobs in Walnut Creek, CA | Glassdoor
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Senior Personal Banker Jobs in Walnut Creek, CA

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  • 3.0
    Union Bank of California – San Ramon, CA
    1 days ago 14hr
    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…
  • UnionBank – Berkeley, CA
    21 days ago 21d
    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 – Berkeley, CA
    3 days ago 3d
    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
    Charles Schwab – Oakland, CA
    7 days ago 7d
    Distribution group is seeking a high potential Ultra High Net Worth Senior Banker who will consider the financial needs of the client and… products including checking and savings accounts. The UHNW Senior Banker will be responsible for serving clients in the San Francisco…
  • 3.5
    First Republic Bank – San Francisco, CA
    10 days ago 10d
    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…
  • 3.0
    Union Bank, N.A. – San Leandro, CA
    6 days ago 6d
    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…
  • UnionBank – San Francisco, CA
    21 days ago 21d
    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
    Harris Williams & Co. – San Francisco, CA
    26 days ago 26d
    expertise, creativity, and attention to detail from our senior tech bankers have resulted in a track record of consistently exceeding… Statement PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin,…
  • 2.7
    Mitsubishi UFJ Financial Group – San Francisco, CA
    14 days ago 14d
    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…
  • 3.0
    Union Bank of California – Berkeley, CA
    3 days ago 3d
    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…
  • 3.4
    Wells Fargo – San Francisco, CA
    14 days ago 14d
    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.…
  • 3.4
    Chase – San Francisco, CA
    5 days ago 5d
    credit analysis. Under direct supervision of more senior relationship bankers, will work to deliver value added solutions to clients… Customers will generally continue their relationship with the same bankers and customer service representatives they have worked with…
  • 3.5
    Citi – San Francisco, CA
    1 days ago 22hr
    generate ideas with the bankers and clients that will lead to the growth of the asset base • In support of senior team members, engage… partnership with senior team members to deliver investment solutions. Job Requirements • Help support the senior members of the…
  • 3.3
    Citibank – San Francisco, CA
    1 days ago 22hr
    generate ideas with the bankers and clients that will lead to the growth of the asset base • In support of senior team members, engage… partnership with senior team members to deliver investment solutions. Job Requirements • Help support the senior members of the…
  • Pacific Funding Mortgage Banker – Concord, CA
    5 days ago 5d
    place to increase your business! We are a boutique mortgage banker with devoted lead generation models incorporating innovative… obtaining loan documentation after closing, as directed by senior management Negotiate terms and conditions of loans with mortgagors…
  • 3.0
    Union Bank of California – San Leandro, CA
    10 days ago 10d
    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
    First Republic – San Francisco, CA
    Est. Salary $64k-$107k
    4 days ago 4d
    curriculum to insure future success for all bankers and clients. Should a banker fail to be certified after 3 tries, they may… bank’s salesforce, back office and other trainers to share banker feedback for enhancement opportunities. Act as a change agent…
  • 3.5
    Citi – San Francisco, CA
    2 days ago 2d
    clients with revenues between $10 million and $3 billion. Our bankers support a wide range of financial solutions: working capital… Consumer Retail, Pharmaceuticals, Energy and Agriculture. This senior-level Relationship Manager will be part of the TMT Group within…
  • 3.5
    First Republic Bank – San Francisco, CA
    Est. Salary $84k-$138k
    4 days ago 4d
    curriculum to insure future success for all bankers and clients. Should a banker fail to be certified after 3 tries, they may… bank’s salesforce, back office and other trainers to share banker feedback for enhancement opportunities. Act as a change agent…
  • 3.3
    Citibank – San Francisco, CA
    2 days ago 2d
    clients with revenues between $10 million and $3 billion. Our bankers support a wide range of financial solutions: working capital… Consumer Retail, Pharmaceuticals, Energy and Agriculture. This senior-level Relationship Manager will be part of the TMT Group within…
  • 3.0
    Union Bank of California – San Francisco, CA
    14 days ago 14d
    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
    Prosper – San Francisco, CA
    Est. Salary $102k-$149k
    18 days ago 18d
    candidate is a "rockstar" former strategy consultant, investment banker or in-house Corp Dev team member who is passionate about shaping… for personal loans, creating a new and diverse investment opportunity. Through Prosper, more than $9 billion in personal loans…
  • 3.0
    CitiMortgage – San Francisco, CA
    9 days ago 9d
    clients with revenues between $10 million and $3 billion. Our bankers support a wide range of financial solutions: working capital… Retail, Pharmaceuticals, Energy and Agriculture. This senior-level Relationship Manager will be part of the TMT Group within…
  • 3.5
    First Republic Bank – San Francisco, CA
    Est. Salary $126k-$184k
    25 days ago 25d
    initiatives, day-to-day support activities, engagement with bankers and clients and project related activities. While strategic… with clients and the First Republic Sales teams (preferred bankers, portfolio managers, preferred banking office personnel, etc…
  • 4.0
    Ellie Mae – Pleasanton, CA
    Est. Salary $105k-$164k
    23 days ago 23d
    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…
  • 3.6
    Buffett Senior Healthcare – Oakland, CA
    10 days ago 10d
    republic; american senior benefits; amerilife; The Assurance Group; Assurance Group; TAG; bankers life; bankers life and casualty… us. A position with Buffett Senior Healthcare Corp. in our Division is ONLY FOR THE RIGHT PERSON! APPLY ONLINE at www.BuffettSeniorHealthcare.com…
  • 3.0
    Union Bank, N.A. – San Francisco, 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…
  • 2.4
    Caviar – San Pablo, CA
    8 days ago 8d
    whilst you continue working as a assistant branch manager, personal banker, teller, or loan officer at companies like U.S. Bancorp… loan officer, loan processor, senior loan officer, teller supervisor, lead teller, teller, senior teller, or mortgage loan officerpart-time…
  • Horizon Integration – San Francisco, CA
    Est. Salary $121k-$155k
    23 days ago 23d
    service processes to enable a superior customer and advisor/banker experience. Develops a technology strategy and architecture… and front office employee’s productivity and makes advisors/bankers lives easier by using powerful technologies e.g. CRM, financial…
  • 3.6
    JPMorgan Chase & Co. – San Francisco, CA
    6 days ago 6d
    strategies, and working with Financial Advisors or Private Bankers and their clients Bachelor's degree required; Juris Doctorate… investment matters and trust and estate planning issues * · Senior level individual that is a strong self-motivator who can work…
  • 3.6
    Buffett Senior Healthcare – Oakland, CA
    11 days ago 11d
    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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