Top 121 Banking advisor Jobs in San Jose, Ca

Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Financial Service Advisor (Personal Banker)
Mission City Federal Credit Union —Santa Clara, CA
- $31 - $37 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Sales Consultant / Service Advisor – Strong Closers Wanted
GIC Car Clinic —San Jose, CA
- $7,500 - $10,500 a month
- Full-time
- Background check
- Sales
- Customer service
- Paid training
- Paid holidays
Quick Apply
8h
Controller
NOW CFO —San Jose, CA
- $150,000 - $180,000 a year
- Full-time
- Hybrid work
- Senior level
- Leadership
- Communication skills
Quick Apply
Branch Manager - Redwood City
Stanford Federal Credit Union —Redwood City, CA
- $90,000 - $112,000 a year
- Full-time
- Spanish
- 5 years
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Member Services Rep. I/Floater
Meriwest Credit Union —San Jose, CA
- $21.97 - $27.46 an hour
- Full-time
- Computer literacy
- Research
- Office
- Paid holidays
- Loan repayment program
Quick Apply
8d
Credit Solutions Advisor - Cambrian Park
Bank of America —Santa Clara, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Universal Banker / Member Advisor
Stanford Federal Credit Union —Stanford, CA
- $29 - $32 an hour
- Full-time
- Spanish
- Research
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Wealth Relationship Manager - Alum Rock / Eastridge.
Citi —San Jose, CA
- $88,400 - $132,600 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
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
10d
Business Banking Relationship Manager - San Jose
U.S. Bank National Association —San Jose, CA
- $117,725 - $152,350 a year
- Full-time
- 5 years
- Office
- Business development
- Paid holidays
- Disability insurance
Business Banking Relationship Manager III (San Jose)
Fifth Third Bank —San Jose, CA
- $82,100 - $172,500 a year
- Full-time
- 5 years
- Office
- Analysis skills
Credit Solutions Advisor - Almaden Valley
Bank of America —San Jose, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Registered Client Service Associate
Morgan Stanley —San Jose, CA
- $34,320 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Business Solutions Advisor - Palo Alto Main Financial Center
Bank of America —Palo Alto, CA
- $26.00 - $33.72 an hour
- Full-time
- Bilingual
- Mid-level
- Office
C&I Relationship Manager
GBC International Bank —San Jose, CA
- $107,000 - $155,000 a year
- Full-time
- Office
- Master's degree
- Business development
Quick Apply
Relationship Banker I
Cathay Bank —Mountain View, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Private Banker
Morgan Stanley —Menlo Park, CA
- $110,000 - $185,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
11d
Enterprise Lending Officer - Palo Alto
Bank of America —Palo Alto, CA
- $66,600 - $76,700 a year
- Extended hours
- Background check
- Computer literacy
- Mid-level
2d
Branch Team Lead
Patelco Credit Union —Fremont, CA
- $30 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance

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Relationship Manager I

City National Bank -
Pleasanton, CA

Apply Now

Job Details

$65,296 - $104,304 a year

Benefits

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

Qualifications

Financial sales
Direct sales business model

Full Job Description

RELATIONSHIP MANAGER I

WHAT IS THE OPPORTUNITY?

Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. 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. Must remain in good standing under the Safe Act.

WHAT WILL YOU DO?

Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. 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.
Partnering with a collaborative mindset – partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
Maximize client contact – networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Client Centricity & Relationship Management – to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
Business Development – nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
Communication – actively, openly and effectively listen to understand client needs and articulately convey CNB products’ value proposition.
Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent
Minimum 3 years of direct sales experience required.
Minimum 3 years of experience in a financial institution required.

Additional Qualifications

Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
Economic Environment – understanding of the economic environment and its impact on clients.
Personal & Business Financials – review financial statements to fully understand a client’s financial health and advise accordingly.
Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $65,296 - $104,304 per year. 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.

#CA-DH

#LI-DH

Apply Now

Refine Your Search

banking advisor jobs in san jose, ca

Relationship Manager I

Financial Service Advisor (Personal Banker)

Sales Consultant / Service Advisor – Strong Closers Wanted

Controller

Branch Manager - Redwood City

Member Services Rep. I/Floater

Credit Solutions Advisor - Cambrian Park

Universal Banker / Member Advisor

Wealth Relationship Manager - Alum Rock / Eastridge.

Enterprise Lending Officer - San Jose

Business Banking Relationship Manager - San Jose

Business Banking Relationship Manager III (San Jose)

Credit Solutions Advisor - Almaden Valley

Registered Client Service Associate

Business Solutions Advisor - Palo Alto Main Financial Center

C&I Relationship Manager

Relationship Banker I

Private Banker

Enterprise Lending Officer - Palo Alto

Branch Team Lead

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