Top 117 Relationship banker Jobs in Sunnyvale Ca

Member Solutions Specialist (Banker)
Patelco Credit Union —San Jose, CA
- $32.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Client Relationship Consultant 2 (Banker) - Palo Alto, CA
U.S. Bank National Association —Palo Alto, CA
- $20.77 - $30.46 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - Fremont, CA
U.S. Bank National Association —Fremont, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Seafood City - Milpitas, CA
U.S. Bank National Association —Milpitas, CA
- $20.77 - $30.46 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Alameda Taylor - San Jose, CA
U.S. Bank National Association —San Jose, CA
- $20.77 - $30.46 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- 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
Relationship Banker I
Cathay Bank —Mountain View, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
5d
Relationship Banker
Technology Credit Union —San Jose, CA
- $55,500 - $72,500 a year
- 8 hour shift
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Senior Relationship Banker
Fremont Bank —Mountain View, CA
- $28.56 - $37.36 an hour
- Weekends as needed
- Ability to walk for extended periods
- Computer literacy
- Office
- Paid holidays
- Health insurance
6h
Part Time Associate Banker Silicon Valley (30 Hours)
JPMorganChase —Sunnyvale, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
Client Relationship Consultant 3 (Banker) - Sunnyvale, CA
U.S. Bank National Association —Sunnyvale, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
13d
Retail Relationship Banker
BMO Financial Group —Cupertino, CA
- $50,100 - $82,800 a year
- Full-time
- English
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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
7d
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
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
Universal Banker / Member Advisor
Stanford Federal Credit Union —Palo Alto, CA
- $29 - $32 an hour
- Full-time
- Research
- Office
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
14d
Wealth Management Trainee
Bankers Life —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Client Relationship Consultant 3 (Banker) - San Carlos, CA
U.S. Bank National Association —San Carlos, 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) - 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
Mortgage Loan Officer / Mortgage Banker / Branch Manager
Citizens Financial —California
- $49,999.99 - $149,999.99 a year
- Part-time
- Remote
- Mid-level
- Communication skills
- Health insurance
- 401(k)
Quick Apply
8d

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relationship banker jobs near sunnyvale ca

Member Solutions Specialist (Banker)

Patelco Credit Union -
San Jose, CA

Apply Now

Job Details

Full-time
$32.50 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
On-the-job training
Employee assistance program
Vision insurance
Life insurance

Qualifications

Productivity software

Full Job Description

About Patelco Credit Union:

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members’ experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans. We’re united in our mission to help uplift each other, our members, and the communities we serve.

Responsibilities:

Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions.
Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes.
Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution.
Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed.
Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
Support community relationships on an as-needed basis
Adopt new and existing tools that will enhance the member experience and consultation process.
Advocate member adoption of new technology, campaigns, promotions, and digital products.
Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
Be a resource to train new and existing team members as needed
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
Other duties as assigned.

Qualifications:

Minimum 3-5 years of prior experience as a teller and personal banker
Maintain eligibility for NMLS, Medallion, and Notary certifications.
Excellent verbal, written, and social communication skills
Ability to be professional and understanding in all interactions.
Willing and able to be flexible and adapt to changing job requirements
Ability to operate as a self-starter with strong organizational skills
Passion for providing exceptional service, Integrity, and Resourcefulness
Eagerness to learn and a drive for continuous improvement
Savvy with PCs, email, and proficient in all Microsoft Office suite of products
Some evenings and Saturdays are required
Must be willing to travel
Bachelor's degree in business, Finance, or associated field preferred

Target Base Pay:

$32.50/hr

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer:

Physical Health:

Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities

Financial Health:

Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement

Emotional Health:

Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays

Personal Development:

On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

IND123

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Refine Your Search

relationship banker jobs in sunnyvale ca

Member Solutions Specialist (Banker)

Client Relationship Consultant 2 (Banker) - Palo Alto, CA

Client Relationship Consultant 3 (Banker) - Fremont, CA

Client Relationship Consultant 2 (Banker) - Seafood City - Milpitas, CA

Client Relationship Consultant 2 (Banker) - Alameda Taylor - San Jose, CA

Relationship Banker

Relationship Banker I

Relationship Banker

Senior Relationship Banker

Part Time Associate Banker Silicon Valley (30 Hours)

Client Relationship Consultant 3 (Banker) - Sunnyvale, CA

Retail Relationship Banker

Personal Banker

Relationship Banker

Senior Relationship Banker

Universal Banker / Member Advisor

Wealth Management Trainee

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

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

Mortgage Loan Officer / Mortgage Banker / Branch Manager

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