Top 278 Banking advisor Jobs in Walnut Creek, Ca

Branch Team Lead
Patelco Credit Union —San Leandro, CA
- $30 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Registered Sales Assistant
Patelco Credit Union —Castro Valley, CA
- $29.50 an hour
- Full-time
- Spanish
- English
- Research
- Paid holidays
- Health insurance
Regional Relationship Banker I
Cathay Bank —Union City, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —Union City, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Principal Deposits
Patelco Credit Union —Dublin, CA
- $137,485 - $171,866 a year
- Full-time
- Office
- Presentation skills
- Product management
- Paid holidays
- Health insurance
19h
Wealth Management Client Associate
Bank of America —Walnut Creek, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Financial Solutions Advisor Registration Candidate - Diablo Market
Bank of America —Pleasant Hill, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Retail Banking Senior Manager
Accenture —Walnut Creek, CA
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Financial Solutions Advisor - Diablo Market
Bank of America —Pleasant Hill, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Investment Executive (Financial Advisor) Northern, CA - East Bay
Fifth Third Bank —Walnut Creek, CA
- Full-time
- Office
- Travel
- Mentoring
Lending Advisor Associate
Mechanics Bank —Walnut Creek, CA
- $24.80 - $42.15 an hour
- Full-time
- Writing skills
- Mid-level
- Office
- Free parking
- Commuter assistance
Wealth Management Client Service Associate
Sanctuary Wealth Group LLC —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase —Walnut Creek, CA
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
12d
Private Client Advisor II
Bank of America —Walnut Creek, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Relationship Manager
Bank of America —Walnut Creek, CA
- $60,000 - $100,000 a year
- Full-time
- Background check
- Research
- Mid-level
Investment Banking Senior Manager
Accenture —Walnut Creek, CA
- Full-time
- Bachelor's degree
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
Investment Banking Manager
Accenture —Walnut Creek, CA
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Credit Solutions Advisor - Blackhawk
Bank of America —Danville, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills

I want to receive the latest job alert for banking advisor in walnut creek, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

banking advisor jobs near walnut creek, ca

Financial Advisor jobs in Pleasant Hill, CA

Retail Manager jobs in Walnut Creek, CA

Relationship Banker jobs in Union City, CA

Client Advisor jobs in Walnut Creek, CA

Client Services Associate jobs in Walnut Creek, CA

Financial Planning And Analysis Manager jobs in Worthington, OH

Financial Planning And Analysis Manager jobs in Cleveland Heights, OH

Healthcare Data Analysis jobs in Jacksonville, FL

Construction Manager jobs in Lafayette, LA

Financial Planning And Analysis Manager jobs in Boys Town, NE

Education Data Analysis jobs in Washington, DC

Financial Planning And Analysis Manager jobs in Burr Ridge, IL

Investment Manager jobs in Atlanta, GA

Practice Manager jobs in Charlotte, NC

Automotive Finance Manager jobs in Philadelphia, PA

Investment Manager jobs in Virginia Beach, VA

Investment Manager jobs in Collegeville, PA

Finance Manager jobs in New York, NY

Investment Manager jobs in San Antonio, TX

Customer Success Manager jobs in Portland, OR

Branch Team Lead

Patelco Credit Union -
San Leandro, CA

Apply Now

Job Details

Full-time
$30 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

Microsoft Word
Customer communication
Windows
High school diploma or GED

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:

The Branch Team Lead is responsible for delivering high quality member service while focusing on complex issues and using their knowledge of our multiple products to maximize member participation. This role will serve as a trusted advisor to our membership and will leverage their expertise to deliver a vision of financial well-being to our members while providing outstanding member service. As a Branch Team Lead in our branches you will have the opportunity to support branch leadership on day to day operations.

Responsibilities:

Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
Focus on member financial well-being, acting in the best interest of the membership.
Collaborates effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships.
Identifies solutions for new and existing members based on their short- term and long-term needs.
Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions.
Learn and adapt to new information, procedures, processes, and technology platforms.
Identifies coaching and training opportunities to help develop, motivate, and support team members.
Help, support and enforce branch specific strategies to grow branch initiatives.
Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members.
Complete required branch internal audits as needed.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product suggestions.
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.
Perform other duties as assigned.

Qualifications:

Must have HS Diploma/GED
One year minimum of excellent cash handling experience
Minimum 2-3 years of prior experience in financial services or sales-oriented environment required
Experience in financial services and knowledge of financial services industry, products, and solutions
Possession of strong customer service and sales skills, especially in a banking or retail environment preferred
Excellent computer skills MS Windows and MS Office (Word & Excel)
Ability to be well organized, team-player, motivated and flexible with working hours
Outstanding oral and written communication skills
Ability to perform multi-task and detail oriented
Demonstrated ability and desire to thrive in a challenging fast paced work environment
Is an enthusiastic, passionate, highly motivated self-starter with a strong work ethic.
Communicates effectively and confidently while engaging all members and team members.
Applies strong critical thinking and problem-solving skills to meet member and team member needs.

Target Base Pay:

$30/ 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

Apply Now

Refine Your Search

banking advisor jobs in walnut creek, ca

Branch Team Lead

Sr Client Advisor - Commercial Lines

Relationship Manager I

Registered Sales Assistant

Regional Relationship Banker I

Relationship Banker I

Principal Deposits

Wealth Management Client Associate

Financial Solutions Advisor Registration Candidate - Diablo Market

Retail Banking Senior Manager

Financial Solutions Advisor - Diablo Market

Investment Executive (Financial Advisor) Northern, CA - East Bay

Lending Advisor Associate

Wealth Management Client Service Associate

U.S. Private Bank - Private Banker - Vice President or Executive Director

Private Client Advisor II

Relationship Manager

Investment Banking Senior Manager

Investment Banking Manager

Credit Solutions Advisor - Blackhawk

I want to receive the latest job alert for banking advisor in walnut creek, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected