Top 94 Relationship banker Jobs in Sunnyvale 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
11h
Personal Banker SAFE Act, Camden Branch
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
Bank of America —San Jose, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Associate Banker
BMO Financial Group —San Jose, CA
- $44,300 - $66,400 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
7d
Relationship Banker - Stevens Creek - Cupertino, CA
JPMorganChase —Cupertino, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
12d
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
Personal Banker
WaFd Bank —San Jose, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —Dublin, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —San Leandro, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Banker
AppleOne —San Mateo, CA
- $20 - $32 an hour
- Full-time
- Mid-level
- Office
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
7d
Personal Banker
WaFd Bank —Los Altos, CA
- $22.33 - $33.18 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Relationship Banker
Technology Credit Union —Milpitas, CA
- $55,500 - $72,500 a year
- 8 hour shift
- Computer literacy
- Basic math
- Mid-level
- Paid holidays
- Disability insurance
Retail Relationship Banker
BMO Financial Group —Fremont, CA
- $45,900 - $75,900 a year
- Full-time
- English
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
8h
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
Senior Banker
Bank of America —Santa Clara, CA
- $25.97 - $31.75 an hour
- Extended hours
- Computer literacy
- Writing skills
- Mid-level
13d
Personal Banker
Fremont Bank —Newark, CA
- $26.44 - $35.10 an hour
- Weekends as needed
- Ability to walk for extended periods
- Computer literacy
- Mid-level
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
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 - South Park Victoria Dr - Milpitas, CA
JPMorganChase —Milpitas, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
10d
Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA
U.S. Bank National Association —San Jose, CA
- $27.55 - $40.40 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance

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relationship banker jobs near sunnyvale ca

Financial Service Advisor (Personal Banker)

Mission City Federal Credit Union
Santa Clara, CA

Quick Apply

Job Details

Full-time
$31 - $37 an hour
11 hours ago

Benefits

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

Qualifications

Investment
Financial sales
Spreadsheets
Cross-selling
Business development

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 sunnyvale ca

Financial Service Advisor (Personal Banker)

Personal Banker SAFE Act, Camden Branch

Relationship Banker

Associate Banker

Relationship Banker - Stevens Creek - Cupertino, CA

Member Solutions Specialist (Banker)

Personal Banker

Personal Banker (Member Solutions Specialist)

Personal Banker (Member Solutions Specialist)

Banker

Personal Banker

Relationship Banker

Retail Relationship Banker

Universal Banker

Senior Banker

Personal Banker

Relationship Banker I

Senior Relationship Banker

Relationship Banker - South Park Victoria Dr - Milpitas, CA

Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA

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