Jobs near Portola Valley: 5,899
RS
Relevance Score ranked on: BANKER
SVP, Banker, Tech Venture Banking
Menlo Park
The Senior Vice President, Banker is primarily accountable for developing the most significant of new client relationships in a specified region or business vertical, but will also support existing client needs as appropriate. The SVP Banker will have the ability to sell all products offered by the B...
Search Terms: Banker, Banking, Tech, Relationship, Technology
82.6
4mi
Updated: October 10
Senior Branch Premier Banker
LOS ALTOS
Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:Pr...
Search Terms: Banker, Senior, Customer Service, Financial, Client Relations
81.8
3.9mi
Updated: October 22
WM Affluent Banker - Cupertino, CA
Cupertino
This role has multiple levels, open to candidates with 3 years of experience with active FINRA Series 6-63 or Series 7-63 licenses. The successful candidate will be hired for the level of the position that aligns with their experience. The Wealth Management Banker in the affluent segment is responsib...
Search Terms: Banker, Client Relations, Financial Planning, Wealth
81.1
9.8mi
Updated: November 02
Relationship Banker - Silicon Valley Market - Portola Valley, CA
Portola Valley
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career developme...
Search Terms: Relationship Banker, Relationship, Relationship Manager, Banker, Customer Experience
80.2
0mi
Updated: October 25
Part Time Associate Banker Silicon Valley (30 hours)
Cupertino
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined wi...
Search Terms: Banker, Associate, Part Time, Customer Experience, Retail
80.2
9.8mi
Updated: October 24
Senior Branch Premier Banker Burlingame/Broadway
BURLINGAME
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, emp...
Search Terms: Banker, Senior, Relationship, Business, Financial
80
16mi
Updated: October 11
Associate Banker
Los Altos
Application Deadline:11/17/2024 Address:176 Main St. Job Family Group:Retail Banking Sales & Service. Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best...
Search Terms: Customer Experience, Banker, Associate, Banking, Skills
79.5
3.9mi
Updated: October 17
Part Time Associate Banker Fremont (30 hours)
Fremont
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined wi...
Search Terms: Banker, Associate, Part Time, Customer Experience, Retail
78.7
17mi
Updated: October 19
Sr. Relationship Banker
Palo Alto
Relationship Banker Senior The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to u...
Search Terms: Relationship Banker, Relationship, Banker, Customer Experience, Banking Manager
78.6
5.1mi
Updated: October 10
U.S. Private Bank - Program Analyst Banker
Palo Alto
Help devise customized financial strategies for existing and prospective clients Prepare pitch books and meeting materials Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate...
Search Terms: Program Analyst, Banker, Private, Analyst, Program
78.5
5.1mi
Updated: October 08
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