15 Banking And Financial Services jobs in San Francisco.

Hiring now: Financial Service Rep Hil @ Travis Cre, Sr Private Banker @ Citizens, Wealth Mgr @ Redwood Cr, Relationship Banker @ First Tech, Financial Solutions Advis @ Merrill We, Teller @ Lead Bank.Explore more at jobswithgpt.com.

šŸ”„ Skills

financial goals (4) customer service (4) teamwork (4) Wealth Management (3) Financial Services (3) Customer Service (3) financial transactions (3) compliance (3) CRM (2) banking regulations (2)

šŸ“ Locations

San Francisco (3) Menlo Park (2) Napa (2) Palo Alto (2) San Rafael (2) Antioch (1) Fairfield (1) San Mateo (1) Sunnyvale (1)
šŸ” Go to full job search

Travis Credit Union

Financial Service Representative - Hillcrest Branch Antioch
Skills & Focus: Financial Service Representative, member relationships, financial goals, CRM, member experience, banking regulations, cash and non-cash transactions, retail sales, community events, financial education
About the Company: Travis Credit Union is committed to enhancing the financial well-being of its members through a range of services and personalized member experiences.
Experience: Minimum 1 to 3 years of related experience depending on the position level
Salary: $22.83/hour - $33.42/hour depending on experience and position level
Type: Part-time
Benefits: Competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit ā€¦
Financial Service Representative Fairfield
Skills & Focus: member relations, financial goals, customer service, cash transactions, community events, CRM, banking regulations, retail sales, financial education, teamwork
About the Company: Travis Credit Union is committed to helping members achieve their financial goals through personalized service and products.
Experience: Minimum 1 to 3 years of related experience depending on the level.
Salary: $20.94/hour - $30.66/hour
Type: Full-time
Benefits: Competitive medical, dental, and vision insurance, employee performance incentive plan, 401(k) with employer match, genā€¦

Citizens

Sr Private Banker Menlo Park
Skills & Focus: Client Relationship Management, Financial Solutions, Wealth Management, Investment Strategies, Business Development, Networking, Risk Management, Compliance, Client-focused, Collaboration
About the Company: Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.
Experience: 7+ years of experience in consultative financial services industry
Salary: $130,000 - $160,000 per year
Type: Full-time
Benefits: Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fleā€¦
Sr Private Banker Menlo Park
Skills & Focus: Private Banking, Wealth Management, Financial Services, Client Relations, Investment Strategies, Banking Products, Portfolio Management, Risk Management, Customer Service, Financial Planning
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full Time
Benefits: Weā€™re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, aā€¦

Redwood Credit Union

Wealth Manager Napa
Skills & Focus: Wealth Management, Member satisfaction, Financial Planning, Sales management, Compliance, Risk management, Investment products, Coaching, Team leadership, Community involvement
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full-time
Member Service Center Representative Napa
Skills & Focus: Member Service, Call Center, Customer Service, Teller Transactions, Opening New Accounts, Loan Transactions, Cross Selling, Financial Institution, Financial Well-being, Empathy
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Experience: Experience working in a Call Center Environment
Type: Part-time
Benefits: Voted Best Places to Work in the North Bay 19 years in a row, Awarded a 5-Star Rating by Bauer Financial, Recognized byā€¦

First Technology Federal Credit Union

Relationship Banker Palo Alto
Skills & Focus: financial transactions, customer service, sales, consultative conversations, financial needs, product recommendations, service objectives, compliance, account maintenance, communication skills
Experience: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
Salary: $25.63 - $30.94 per hour + monthly incentives
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5% per pay period; accrue up to 17 days of Paid Tā€¦

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Palo Alto
Skills & Focus: client management, investment advisory, wealth management, relationship building, financial solutions, risk management, sales performance, portfolio management, financial goals, banking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā€¦
Experience: 4+ years of progressive professional and/or military experience
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development opportunities, potential growth opportunities, mentorship.

Citizens

Middle Market Relationship Manager III San Francisco
Skills & Focus: Middle Market, Relationship Manager, Banking, Commercial Banking, Healthcare, Client Relationship, Operations, Financial Services, Sales, Customer Service
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard. They focus on creating aā€¦
Type: Full-time
Benefits: Citizens offers a range of benefits aimed at supporting the whole you, including well-being programs, educational assisā€¦
Commercial Banking Roles San Francisco
Skills & Focus: Commercial Banking, Portfolio Management, Financial Institution, Client Relationship Management, Asset Finance, Corporate Banking, Sales Associate, Operations, Process Automation, Financial Services
About the Company: Citizens is a leading financial institution providing a wide range of banking services.
Type: Full-time
Benefits: Comprehensive benefits package including health, wellness, and other employee support programs.

Lead Bank

Teller San Francisco
Skills & Focus: fintech, banking infrastructure, client support, personalized service, financial transactions, compliance, relationship-building, interdepartmental collaboration, teamwork, career growth
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services, operating an FDIC-insured bank headquartered in Kansas City, Miā€¦

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) San Mateo
Skills & Focus: client management, investment advisory, wealth management, relationship building, financial solutions, risk management, sales performance, portfolio management, financial goals, banking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā€¦
Experience: 4+ years of progressive professional and/or military experience
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development opportunities, potential growth opportunities, mentorship.

Redwood Credit Union

Member Relationship Specialist San Rafael
Skills & Focus: Member service, cross-sell, loan transactions, account management, customer service, confidentiality, branch operations, teamwork, teller transactions, audits
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full Time
Financial Advisor San Rafael
Skills & Focus: customer service, investment, advisory, financial products, insurance, sales training, client communication, compliance regulations, financial well-being, client relations
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full-time

Lead Bank

Teller Sunnyvale
Skills & Focus: fintech, banking infrastructure, client support, personalized service, financial transactions, compliance, relationship-building, interdepartmental collaboration, teamwork, career growth
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services, operating an FDIC-insured bank headquartered in Kansas City, Miā€¦