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Personal Banker jobs - Walnut Creek, CA

Viewing 1 - 10 of 22 jobs

  • Financial Solutions Advisor - Hercules Banking Center

    Hercules, CA

    Refer business back to appropriate Banking Associate/Personal Banker. Refer clients with an investment need and more than $250K in investable assets to a local Merrill Lynch Wealth Advisory Complex. Refer to other appropriate business...

    30+ days ago from IvyExec

  • INVESTMENT BANKING VICE PRESIDENT

    Full-service Regional Brokerage and Investment Banking Firm - San Francisco, CA

    able to build strong, long-term business relationships. Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability...

    3 days ago from IvyExec

  • Financial Services Practice Architect - Banking & Wealth Management

    San Francisco, CA

    experience or equivalent preferred. QUALIFICATIONS: PERSONAL ATTRIBUTES Must be able to orchestrate effectively across organizational boundaries Demonstrated creativity and team focus in a dynamic, fast paced and changing environment...

    14 days ago from IvyExec

  • Senior Corporate Banking Manager

    Major Banking and Financial Services Company - San Francisco, CA

    of CMB policies and procedures as per CMB FIM Wide personal connections within the group and outside the group (chambers of commerce and other associations Maintain awareness of operational and fraud risk within assigned portfolio and...

    23 days ago from IvyExec

  • Financial Solutions Advisor - Mandarin Towers Banking Center

    San Francisco, CA

    3. Insurance licenses desired Beyond experience, the right personal style and attitude are critical to success in this role: A true team player and collaborator, translating knowledge and experience into strong and productive relationships...

    19 days ago from IvyExec

  • Private Client Advisor

    Global Securities, Investment and Retail Banking Firm - San Francisco, CA

    allocation. Private Client Advisors are expected to Coach Personal Bankers (licensed) on recommendations and educate them on our investment products and services. This position requires you to conform to legal and regulatory requirements...

    29 days ago from IvyExec

  • Project Manager - Credit Card/LOAN C

    Top IT Consulting Firm - Concord, CA

    a new mandatory initiative supporting our Credit Card and Personal Lines and Loans product. The resource will also provide support for a CFPB effort. looking for a PM with prior business PM experience, and some prior Banking experience is...

    6 days ago from IvyExec

  • Project Manager - Credit Card, Loan Product

    Top IT Consulting Firm - Concord, CA

    a new mandatory initiative supporting our Credit Card and Personal Lines and Loans product. ** The resource will also provide support for a CFPB effort. looking for a PM with prior business PM experience, and some prior Banking experience...

    6 days ago from IvyExec

  • Chase Wealth Management - Market Director

    Global Securities, Investment and Retail Banking Firm - Walnut Creek, CA

    Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings ... internal and external talent by building and maintaining personal network of contacts Demonstrated ability to build...

    3 days ago from IvyExec

  • Finance Manager

    Non Profit Organization - San Francisco, CA

    ability to handle multiple projects; strong communication skills. A high level of proficiency in the use of accounting software (Sage 50 preferred) and Excel. The highest level of personal and professional integrity, and a commitment to...

    30+ days ago from IvyExec

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