Top 45 Mortgage Jobs in Morgan Hill, Ca

Relationship Banker
City National Bank —San Jose, CA
- $22.27 - $33.43 an hour
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Consumer Loan Advisor
Mirastar Federal Credit Union —San Jose, CA
- $29.77 - $38.00 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Research
Enterprise Lending Officer - San Jose
Bank of America —San Jose, CA
- $66,600 - $76,700 a year
- Extended hours
- Background check
- Computer literacy
- Mid-level
6d
Mortgage Loan Officer
Left Coast Leaders, Inc. —California
- $40,000 - $200,000 a year
- Contract
- Remote
- Mid-level
- Real Estate License
- 2 years
- Loan repayment program
- Professional development assistance
Quick Apply
Mortgage Loan Originator
U.S. Bank National Association —San Jose, CA
- $20.00 - $30.24 an hour
- Mid-level
- High school diploma or GED
- Driving
- Paid holidays
- Disability insurance
Mortgage Loan Consultant
Meriwest Credit Union —San Jose, CA
- $127,000 - $212,000 a year
- Weekends as needed
- 5 years
- Computer literacy
- Mid-level
- Loan repayment program
- Health insurance
Quick Apply
Sr. Associate, Post PTO Servicing
Qcells —Santa Clara, CA
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
Quick Apply
Manager - Home Loan In-Market Prod (San Joaquin)
Golden 1 Credit Union —San Jose, CA
- $110,000 a year
- Full-time
- Remote
- 5 years
- Bachelor's degree
- Travel
Quick Apply
Float Personal Banker I- Los Altos
Fifth Third Bank —San Jose, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Remote Mortgage Loan Officer Build Your Book With Real Support
Satori Mortgage —San Jose, CA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Google Workspace
- 11+ years
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
LOAN ORIGINATOR ASSISTANT
Golden Empire Mortgage Inc —San Jose, CA
- $16.90 - $25.00 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
Quick Apply
AVP, Branch & Market Development Manager
Technology Credit Union —San Jose, CA
- $97,000 - $135,000 a year
- Extended hours
- Microsoft Outlook
- 5 years
- Office
- Paid holidays
- Disability insurance
Sr. Real Estate Underwriter
KeyPoint Credit Union —San Jose, CA
- $80,000 - $88,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Writing skills
Quick Apply
11d
De Novo Retail Relationship Banker
BMO Financial Group —Los Gatos, CA
- $50,100 - $82,800 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Regional Sales Leader
Prosperity Home Mortgage, LLC —San Jose, CA
- Up to $75,000 a year
- Data analysis skills
- Mid-level
- Bachelor's degree
Personal Banker Associate II - Scotts Valley
Fifth Third Bank —Santa Cruz, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Mid-level
- Office
Float Personal Banker 1- Aptos
Fifth Third Bank —Santa Cruz, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Client Relationship Consultant 3 (Banker) - Evergreen - San Jose, CA
U.S. Bank National Association —San Jose, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - Willow Glen - San Jose, CA
U.S. Bank National Association —San Jose, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Financial Service Representative II - Floater
KeyPoint Credit Union —San Jose, CA
- $26 - $27 an hour
- Mid-level
- Office
- Residential
Quick Apply
14d

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Relationship Banker

City National Bank -
San Jose, CA

Apply Now

Job Details

$22.27 - $33.43 an hour

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Computer operation
Financial sales
Direct sales business model

Full Job Description

RELATIONSHIP BANKER

WHAT IS THE OPPORTUNITY?

Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities.

WHAT WILL YOU DO?

Acts as a champion for clients and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
Assist clients with their branch banking transactions as needed and directed by branch management.
Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources
Functions as part of a cohesive unit to support service, and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy.
Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.
Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.
Maintains collaboration with all sales partners.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Minimum 2 years of direct sales experience required.
Minimum 1 year experience in a banking environment required.
Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.

Additional Qualifications

Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
Working knowledge of Bank operations, policies and procedures, and regulatory compliance.
General knowledge of Bank products and services.
Good interpersonal, verbal and written communication skills.
Ability to organize and prioritize work.
Good problem solving skills.
Must remain in good standing under the Safe Act.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Apply Now

Refine Your Search

mortgage jobs in morgan hill, ca

Relationship Banker

Consumer Loan Advisor

Enterprise Lending Officer - San Jose

Mortgage Loan Officer

Mortgage Loan Originator

Mortgage Loan Consultant

Sr. Associate, Post PTO Servicing

Manager - Home Loan In-Market Prod (San Joaquin)

Float Personal Banker I- Los Altos

Remote Mortgage Loan Officer Build Your Book With Real Support

LOAN ORIGINATOR ASSISTANT

AVP, Branch & Market Development Manager

Sr. Real Estate Underwriter

De Novo Retail Relationship Banker

Regional Sales Leader

Personal Banker Associate II - Scotts Valley

Float Personal Banker 1- Aptos

Client Relationship Consultant 3 (Banker) - Evergreen - San Jose, CA

Client Relationship Consultant 3 (Banker) - Willow Glen - San Jose, CA

Financial Service Representative II - Floater

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