Top 92 Relationship banker Jobs in Santa Clara, Ca

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
Personal Banker
WaFd Bank —San Jose, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
Personal Banker
WaFd Bank —Los Altos, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- AD&D insurance
Personal Banker SAFE Act, Stevens Creek San Jose
Citi —San Jose, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Relationship Banker
Technology Credit Union —San Jose, CA
- $55,500 - $72,500 a year
- 8 hour shift
- Computer literacy
- Basic math
- Mid-level
- Paid holidays
- Disability insurance
14d
Senior Relationship Banker
Technology Credit Union —San Jose, CA
- $62,500 - $83,500 a year
- Extended hours
- 5 years
- Basic math
- Mid-level
- Paid holidays
- Disability insurance
Relationship Banker
Bank of America —San Jose, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Personal Banker SAFE Act, Santa Clara Pruneridge Branch
Citi —Santa Clara, CA
- $61,280 - $85,520 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Relationship Banker - North San Jose Market - San Jose, CA
JPMorganChase —San Jose, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
4d
Relationship Banker
City National Bank —San Jose, CA
- $22.27 - $33.43 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Universal Banker
PROVIDENT CREDIT UNION —San Jose, CA
- $27.50 an hour
- Extended hours
- Computer literacy
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Quick Apply
10d
Associate Banker
BMO Financial Group —San Jose, CA
- $50,100 - $82,800 a year
- Part-time
- Office
- Analysis skills
- Organizational skills
- Health insurance
- Tuition reimbursement
8d
Business Banker
First Citizens Bank —Palo Alto, CA
- $146,325 - $195,100 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Private Banker
Morgan Stanley —Menlo Park, CA
- $110,000 - $185,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
11d
Part Time (20 hours) Associate Banker, Winchester Branch, Winchester, Campbell, CA
JPMorganChase —Campbell, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
Relationship Banker I
Cathay Bank —Mountain View, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Trainee
Bankers Life —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —San Mateo, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Sr. Relationship Banker
Cathay Bank —Cupertino, CA
- $26 - $29 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Branch Relationship Banker - San Mateo, CA
California Bank & Trust —San Mateo, CA
- $27 - $35 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Profit sharing
- Paid training

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relationship banker jobs near santa clara, ca

Financial Service Advisor (Personal Banker)

Mission City Federal Credit Union
Santa Clara, CA

Quick Apply

Job Details

Full-time
$31 - $37 an hour
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Investment
Opening bank accounts
Loan file preparation
Cash amount verification
Financial services customer support
Compliance with loan regulations
Account maintenance
Financial transaction processing
Community engagement canvassing
Processing cash transactions
Promoting bank products
Cash drawer securing
Mid-level
Cross-selling
Business development
Financial product expertise
Checking account customer support
Canvassing for sales campaigns
Business development within finance
Customer support for financial loans
Handling account queries
Community relationship building
Office of Foreign Assets Control (OFAC)

Full Job Description

Mission City Federal Credit Union seeks a qualified candidate to join our team. To be considered for this position, you will need to have a demonstrated record of member/customer service excellence in the financial services industry.

Role

Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions and inquiries. Responsible for Business Development efforts within the community.

Major Duties and Responsibilities

Provides assistance to new and existing members with regard to all credit union products and services (includes all deposit products, lending products and investment opportunities available).
Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals.
Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined.
Opens new membership, checking, money market, investment certificate, Trust, and carries out requests on deceased accounts and fraud situations.
Responsible for Business Development efforts within the community by building relationships, canvassing, attending events, occasionally conducting presentations and other similar activities. When attending business development activities.
Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with company policy.
Must comply with all credit union policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Experience

Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations.

Hours:

Monday - Friday: 8:30 AM to 5:00 PM

Our Benefits Package:

Highly Competitive Compensation
Medical, Dental and Vision Benefits
Employee Assistance Plan, Disability Plan, Flexible Spending Plan and Life Insurance
Generous Paid Time Off and Sick Time
401(k)
Business Casual Dress

About MCFCU:

Mission City Federal Credit Union is a small-but-mighty financial cooperative. We were founded in 1959 by a handful of Santa Clara City Employees who shared the common vision of people helping people, and the belief that dreams do come true. As a group of city employees earning humble pay, they came together, pooled their resources, and created financial opportunities for each other that they wouldn’t be able to obtain individually. Decades later the credit union has grown, but the original values remain intact. Strengthening our members’ financial health remains to be our highest calling.

Job Type: Full-time

Pay: $31.00 - $37.00 per hour

Physical Setting:

Office

Experience:

banking: 1 year (Required)
financial service advisor (personal banker): 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

relationship banker jobs in santa clara, ca

Financial Service Advisor (Personal Banker)

Personal Banker

Personal Banker

Personal Banker SAFE Act, Stevens Creek San Jose

Relationship Banker

Senior Relationship Banker

Relationship Banker

Personal Banker SAFE Act, Santa Clara Pruneridge Branch

Relationship Banker - North San Jose Market - San Jose, CA

Relationship Banker

Universal Banker

Associate Banker

Business Banker

Private Banker

Part Time (20 hours) Associate Banker, Winchester Branch, Winchester, Campbell, CA

Relationship Banker I

Wealth Management Trainee

Associate Banker-Bilingual Chinese Preferred

Sr. Relationship Banker

Branch Relationship Banker - San Mateo, CA

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