9 Banking And Financial Services jobs in San Jose.

Hiring now: Sr Private Banker @ Citizens, Relationship Banker @ First Tech, Financial Solutions Advis @ Merrill We, Client Relationship Consu @ Banner Ban, Teller @ Lead Bank.Explore more at jobswithgpt.com.

🔥 Skills

wealth management (3) risk management (3) financial goals (3) Wealth Management (2) Investment Strategies (2) Risk Management (2) financial transactions (2) sales (2) financial needs (2) compliance (2)

đź“Ť Locations

San Jose (3) Menlo Park (2) Palo Alto (2) San Mateo (1) Sunnyvale (1)
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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, fle…
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: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

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 T…

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 institu…
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.

Banner Bank

Client Relationship Consultant San Jose
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…

Citizens

SBA Business Development Officer San Jose
Skills & Focus: Business Banking, SBA, Development Officer, Remote, Florida, New York, California, Massachusetts, Banking Solutions, Financial Institution
About the Company: Citizens is a leading financial institution committed to building a diverse and inclusive culture while providing innovative banking solutions.
Type: Remote

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) San Jose
Skills & Focus: wealth management, investment advice, client relationships, financial goals, advisory strategies, high-net worth, client solutions, training and development, referral network, risk management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, leadership opportunities, strong referral network
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 institu…
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.

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, Mi…