Top 148 Of finance Jobs in Napa Valley Ca

Client Relationship Consultant 3 (Banker) - Broadway - Sonoma, CA
U.S. Bank National Association —Sonoma, CA
- $22.69 - $33.26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
9d
Finance & Accounting Analyst
Ledgent Finance & Accounting —Napa, CA
- $95,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
6d
Account Fraud Specialist I
Redwood Credit Union —Napa, CA
- $30 - $40 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
2d
Relationship Banker
Bank of America —American Canyon, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Financial Solutions Advisor- North Napa Financial Center
Bank of America —Napa, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Finance Manager
Hansel Auto Group —Napa, CA
- $3,000 - $210,000 a year
- Full-time
- Dealership
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Compliance Analyst
Redwood Credit Union —Napa, CA
- $42 - $55 an hour
- Full-time
- 5 years
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Financial Assistance Representative I
Redwood Credit Union —Napa, CA
- $27 - $35 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
2d
Assistant Controller
FOLIO WINE COMPANY LLC —Napa, CA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst - RETURNSHIP ELIGIBLE
Travis Credit Union —Vacaville, CA
- $33.46 - $41.33 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Executive Director of Campus Operations - Administration and Finance
California State University —Vallejo, CA
- Full-time
- Background check
- Customer service
- 5 years
- Health insurance
- Dental insurance
Client Relationship Consultant 3 (Banker) - Hercules, CA
U.S. Bank National Association —Hercules, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Peak Time Client Relationship Consultant (Banker) - Santa Rosa, CA (19 hrs)
U.S. Bank National Association —Santa Rosa, CA
- $20.00 - $24.86 an hour
- Part-time
- Office
- High school diploma or GED
- Math
- Paid holidays
- Disability insurance
14d
Client Relationship Consultant 3 (Banker) - San Rafael, CA
U.S. Bank National Association —San Rafael, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Santa Rosa, CA
U.S. Bank National Association —Santa Rosa, CA
- $20.00 - $28.35 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Relationship Banker III - Rohnert Park
U.S. Bank —Rohnert Park, CA
- $30.00 - $35.50 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health savings account
- Health insurance
6d
Relationship Banker II - Novato
U.S. Bank —Novato, CA
- $25 - $30 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health savings account
- Health insurance
6d
Client Relationship Consultant 3 (Banker) - Rohnert Park, CA (37 hrs) Bilingual English & Spanish
U.S. Bank National Association —Rohnert Park, CA
- $22.69 - $33.26 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Disability insurance
Controller
Bay Area Community Resources —El Cerrito, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
18h
Controller
Bay Area Community Resources —Novato, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
18h

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Client Relationship Consultant 3 (Banker) - Broadway - Sonoma, CA

U.S. Bank National Association -
Sonoma, CA

Apply Now

Job Details

Full-time
$22.69 - $33.26 an hour
9 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

MLO License
Customer communication
High school diploma or GED

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

High school diploma or equivalent
Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills/Experience

Proven ability to build and foster relationships with clients through proactive outreach and follow up
Ability to effectively engage and communicate with clients
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience in participating in sales campaigns/promotions
Experience with using and demonstrating digital products and self-service technologies
Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
Experience in the financial services industry preferred

Location expectations

This role requires working from a U.S. Bank location for all scheduled work days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $27.22 - 33.26

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

of finance jobs in napa valley ca

Client Relationship Consultant 3 (Banker) - Broadway - Sonoma, CA

Finance & Accounting Analyst

Account Fraud Specialist I

Relationship Banker

Financial Solutions Advisor- North Napa Financial Center

Finance Manager

Compliance Analyst

Financial Assistance Representative I

Assistant Controller

Financial Analyst - RETURNSHIP ELIGIBLE

Executive Director of Campus Operations - Administration and Finance

Client Relationship Consultant 3 (Banker) - Hercules, CA

Peak Time Client Relationship Consultant (Banker) - Santa Rosa, CA (19 hrs)

Client Relationship Consultant 3 (Banker) - San Rafael, CA

Client Relationship Consultant 2 (Banker) - Santa Rosa, CA

Relationship Banker III - Rohnert Park

Relationship Banker II - Novato

Client Relationship Consultant 3 (Banker) - Rohnert Park, CA (37 hrs) Bilingual English & Spanish

Controller

Controller

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