Healthcare Relationship Manager Columbia BankHealthcare Relationship ManagerSan Jose, CA$113,000–$200,000 / yearColumbia Bank is growing its Healthcare Banking platform, and we’re looking for a driven, relationship-first professional to help us serve the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOBs). Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Assurance Experienced Manager BDO USA PCAssurance Experienced ManagerSan Jose, CA$130,000–$160,000 / yearTraditionally responsibilities of the Assurance Experienced Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Revenue Manager BillionToOne IncRevenue ManagerMenlo Park, CA$160,777–$192,932 / yearThe Revenue Manager will be responsible for monthly and quarterly accounting processes, including revenue recognition and ASP analysis, collaboration revenue and journal entry postings of accounts receivable and revenue related general ledger accounts. At BillionToOne, we''ve built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all.
Tax Manager, Digital Assets BDO USA PCTax Manager, Digital AssetsCA$112,000–$165,000 / yearJob Summary: The Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, preferred.
Property Tax Manager Resources Connection IncProperty Tax ManagerSanta Clara, CA$75–$80 / hourRGP Awards and Accolades 2022 Forbes Worlds Best Management Consulting Firms 2021 Forbes Americas Best Mid-Sized Employers Forbes Best Management Consulting Firms 2020 Forbes Americas Best Mid-Sized Employers Best Companies Group and Texas Monthly Best Companies to Work For in Texas 2019 Forbes Americas Best Mid-Sized Employers Best Companies Group and Texas Monthly Best Companies to Work For in Texas Netsuite BPO Partner of the Year. Weve built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey.
Project Quality Assurance Manager Oklo IncProject Quality Assurance ManagerSanta Clara, CA$150,000–$190,000 / yearSuccess in this role requires strong quality judgment, field awareness, document and records discipline, supplier and procurement quality experience, construction execution awareness, sound decision-making, and the ability to proactively identify and escalate quality, documentation, turnover, and operations-readiness risks before they affect safety, quality, cost, schedule, licensing, or project milestones. This position serves as a key quality coordination and oversight point between Oklo, EPC contractors, vendors, subcontractors, suppliers, consultants, and internal stakeholders including Engineering, Procurement, Supply Chain, Manufacturing, Construction, Project Controls, Quality Assurance, Document Control, Records Management, Safety, Security, Regulatory, and Operations teams.
Principal Data Product Manager PayNearMe, Inc.Principal Data Product ManagerSanta Clara, CA$200,000–$250,000 / yearIn the event that an applicant is given a formal job offer, the Company collects background screening information prior to hiring, including results of the following types of background screening: criminal history; sex offender registration; motor vehicle records; credit history; employment history; drug testing; and educational history. The Company collects this Personal Information to evaluate previous job performance and consider applicants for positions, to develop a talent pool and plan for succession, to conduct applicant surveys, to maintain an internal applicant directory and for purposes of identification, to promote the Company as a place to work, and for workforce reporting and data analytics/trend analysis.
Manager, Revenue Accounting - Remote MotiveManager, Revenue Accounting - RemoteSan Jose, CARemote$94,000–$143,000 / yearMotive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. Conduct technical accounting research in collaboration with the Revenue Accounting Senior Manager, ensure appropriate solutions are implemented with process documentation, and as needed document conclusions in accounting policy format.
U-Haul Moving Center General Manager U-Haul International IncU-Haul Moving Center General ManagerRedwood City, CA$6,725–$6,875The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. Physical Demands: The work requires some physical exertion such as long periods both indoors and outdoors of remaining stationary, traversing spaces, repositioning to reach and use tools, and moving a minimum of 50 lbs assisted or unassisted.
Assistant Moving Center Manager U-Haul International IncAssistant Moving Center ManagerPleasanton, CA$18.50–$20.50 / hourThe states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. As assistant general manager, you will frequently be responsible for the day-to-day operations of your center, working as part of an excellent team and learning valuable skills to get your career moving.
NewTreasury Manager Macpower Digital Assets Edge Private LimitedTreasury ManagerSan Jose, CA$100 / hourKey Responsibilities: Capital Markets & Investment Management: Manage and execute the corporate investment portfolio and FBO (For Benefit Of) customer funds portfolio in line with investment policy, liquidity, and risk parameters. This position manages cash and investment portfolios, optimizes float and interest income, and supports global payments through effective foreign exchange (FX) and treasury strategies.
Tax Manager, Corporate ArmaninoTax Manager, CorporateSan Jose, CaliforniaManage engagements review and confirm assignment objectives, scope and work plan with client, and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics including budgets and billing, meet internal and external deadlines. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.
Tax Manager, Corporate Armanino McKenna Certified Public Accountants & ConsultantsTax Manager, CorporateSan Jose, CA$128,000–$174,400 / yearManage engagements review and confirm assignment objectives, scope and work plan with client, and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics including budgets and billing, meet internal and external deadlines. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.
Senior Manager, Revenue and QTC Transformation Palo Alto Networks IncSenior Manager, Revenue and QTC TransformationCA$134,000–$216,500 / yearStrong understanding of revenue operations and accounting (including sound knowledge of US GAAP, ASC 606 and relevant internal controls) for an enterprise business across various business models including hardware, software, subscription, consumption / usage, and multiple go to market motions such as direct, distributions / resellers, marketplace, partnerships, etc. Understanding of QTC process and systems that support and enable it including Master Data Management, Contract Lifecycle Management, Deals Desk, Configure-Price-Quote, Order Management, Invoicing, Cash Application, Credit & Collections, Returns, Revenue Recognition & Reporting.
Senior SEC Reporting, Technical Accounting & Compliance Manager Ooma IncSenior SEC Reporting, Technical Accounting & Compliance ManagerSunnyvale, CA$140,000–$160,000 / yearIn this highly visible role, you will partner across Finance, Legal, and external auditors to ensure accurate financial reporting, maintain a strong internal control environment, and provide technical accounting guidance that supports the company's continued growth and compliance. Regular employees may also be eligible for bonus(es), sales incentive(s) (target included in OTE) and/or stock in the form of Restricted Stock Units (RSUs).
Senior SEC Reporting, Technical Accounting & Compliance Manager OomaSenior SEC Reporting, Technical Accounting & Compliance ManagerSunnyvale, CA$140,000–$160,000 / yearIn this highly visible role, you will partner across Finance, Legal, and external auditors to ensure accurate financial reporting, maintain a strong internal control environment, and provide technical accounting guidance that supports the company's continued growth and compliance. Regular employees may also be eligible for bonus(es), sales incentive(s) (target included in OTE) and/or stock in the form of Restricted Stock Units (RSUs).
Manager, Billing Operations - Billing & Process Excellence - Walmart Connect Walmart IncManager, Billing Operations - Billing & Process Excellence - Walmart ConnectSan Bruno, CA$104,000–$202,000 / yearWalmart Connect wins when suppliers invest in digital media to drive growth; Walmart and our supplier partners win when your digital expertise helps sell more goods online and offline. Act as the Subject Matter Expert (SME) for billing flows - supporting internal teams (Sales, Controllership, Product, Finance) with clarifications, documentation, and training on billing implications.
Wealth Relationship Manager - San Carlos Citigroup Inc.Wealth Relationship Manager - San CarlosMountain View, CA$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Healthcare Relationship Manager Columbia Banking System IncHealthcare Relationship ManagerSan Jose, CA$113,000–$200,000 / yearAbout the Role: Columbia Bank is growing its Healthcare Banking platform, and were looking for a driven, relationship-first professional to help us serve the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOBs). Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Sr Manager, Tax Palo Alto Networks IncSr Manager, TaxCA$148,000–$241,000 / yearTechnical Research: Proven ability to leverage online research tools (e.g., Bloomberg Tax/BNA, CCH) to translate complex new tax statutes, regulations, and court rulings into clear, actionable insights. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/com-missioned roles) is expected to be the annual range listed below.
NewAccount Project Manager Outform GroupAccount Project ManagerUnion City, CASystems : Excellent working knowledge of Word, Excel, PowerPoint, Teams ; ERP and CRM experience; proficiency in Smartsheet (or similar project management tools) preferred. Partner closely with the production team to ensure displays are produced and shipped accurately, including verification of shipping method and required pack‑out level.
Sr. Manager, Next Level Help, Intuit Enterprise Suite Intuit IncSr. Manager, Next Level Help, Intuit Enterprise SuiteMountain View, CAOwn end-to-end resolution of the most complex IES customer escalations - multi-entity accounting issues, integrated payroll and payments incidents, advanced compliance scenarios, and cross-product configuration failures - with measurable accountability for issue resolution rate, multi-contact rate, and Service Quality Score (SQS). As IES integration into NLH 2.0 reaches full-scale activation, we are building a dedicated IES Tier 3 capability tuned to the specific complexity of mid-market customers - multi-entity configurations, advanced accounting workflows, integrated payroll and payments at scale, and industry-specific compliance needs.
Manager Uniqus ConsultechManagerSan Jose, CaliforniaProven ability to manage and deliver high-quality technical accounting and financial reporting engagements for publicly traded and private companies in compliance with US GAAP and SEC requirements, with a focus on SOX 404 compliance, internal controls (ICFR), and enterprise risk management . Lead and supervise blended teams comprising both onshore and offshore resources, ensuring high-quality client service.
Senior Manager, Tax Jazz Pharmaceuticals PlcSenior Manager, TaxPalo Alto, CARemote$144,000–$216,000 / yearResponsibilities for this position will include, but not be limited to, the following: Own the quarterly and annual income tax provision process under ASC 740, including calculations, review, supporting documentation, tax account reconciliations, and financial statement disclosures; Preparation/review of federal, state, local, and foreign income and franchise tax returns; including estimates, extensions, and other related filings; Providing support and/or manage IRS and state income/franchise tax notices, audits, and information requests; Providing assistance with technical research on various tax issues; Preparation of tax account forecasts and monthly accruals; Lead assigned tax projects from planning through execution, proactively identifying risks, dependencies, and opportunities for improvement. The successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan.
GTM Strategy & Operations Manager Moloco IncGTM Strategy & Operations ManagerMenlo Park, CA$147,200–$200,000 / yearLed by machine learning pioneers who built some of the most successful ad systems at Google, including YouTube's monetization engine and key search advertising technologies, we're transforming how businesses grow and compete in the digital economy. Diagnosing the GTM motion: spotting trends in business data, following threads to root cause, and surfacing opportunities where the commercial engine could work harder, whether that's a segment, a process gap, or a playbook that isn't scaling.
Manager, GTM Strategy & Operations MOLOCOManager, GTM Strategy & OperationsMenlo Park, CA$152,000–$209,760 / yearLed by machine learning pioneers who built some of the most successful ad systems at Google, including YouTube's monetization engine and key search advertising technologies, we're transforming how businesses grow and compete in the digital economy. Diagnosing the GTM motion: spotting trends in business data, following threads to root cause, and surfacing opportunities where the commercial engine could work harder, whether that's a segment, a process gap, or a playbook that isn't scaling.
Tax Manager, Corporate Armanino McKenna LLPTax Manager, CorporateSan Jose, CA$128,000–$174,400 / yearManage engagements review and confirm assignment objectives, scope and work plan with client, and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics including budgets and billing, meet internal and external deadlines. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.
Business Banking Relationship Manager Bank of AmericaBusiness Banking Relationship ManagerSan Jose, CaliforniaKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerSan Jose, CaliforniaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Executive Protection Manager Anduril Industries IncExecutive Protection ManagerMountain View, CA$160,000–$211,000 / yearOur mission is to safeguard Anduril''s people, assets, and operations through integrated security solutions that encompass proactive risk management, crisis preparedness, actionable threat intelligence, thorough investigations, executive protection, and 24/7 global monitoring. To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process.
NewPrincipal Technical Program Manager Intuit IncPrincipal Technical Program ManagerMountain View, CA$238,000–$322,000 / yearStrong conceptual and applied understanding of modern cloud data architectures: data lakehouses (Databricks, Snowflake, BigQuery), event streaming (Kafka, Flink), data mesh or data fabric patterns, and API design. Demonstrated history of delivering enterprise data platform programs - data warehouses, lakehouses, event streaming pipelines, data mesh architectures, or large-scale API platforms.
Platform Technical Program Manager - NPI Etched.ai IncPlatform Technical Program Manager - NPISan Jose, CAThis role is responsible for driving PCBAs and board assemblies from late design through EVT/DVT/PVT, ramp, and volume production, in close partnership with internal hardware engineering teams and external CMs. You will own execution across board-level programs, including accelerator boards, power delivery boards, and associated subassemblies, ensuring designs are manufacturable, testable, and scalable.
Executive Protection Manager ANDURIL INDUSTRIESExecutive Protection ManagerMountain View, CA$160,000–$211,000 / yearOur mission is to safeguard Anduril's people, assets, and operations through integrated security solutions that encompass proactive risk management, crisis preparedness, actionable threat intelligence, thorough investigations, executive protection, and 24/7 global monitoring. To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process.
Regional Property Manager (Laureola Oaks) MidPen HousingRegional Property Manager (Laureola Oaks)San Carlos, CA$91,200–$102,600 / yearSince 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. Reporting to the Associate Director of Property Management, this role serves as a strategic liaison between properties, internal teams, and external stakeholders while leading Community Managers to deliver on MidPen's mission.
Technical Program Manager II, Customer Relationship Management, Google Cloud Google LLCTechnical Program Manager II, Customer Relationship Management, Google CloudSunnyvale, CAAs a Program Manager at Google, you'll lead complex, multi-disciplinary projects from start to finish - working with stakeholders to plan requirements, manage project schedules, identify risks, and communicate clearly with cross-functional partners across the company. Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area.
Property Manager Laureola Oaks Midpen Housing CorporationProperty Manager Laureola OaksSan Carlos, CA$91,200–$102,600 / yearSince 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. Reporting to the Associate Director of Property Management, this role serves as a strategic liaison between properties, internal teams, and external stakeholders while leading Community Managers to deliver on MidPens mission.
Manager, Finance Systems Strategy Visa IncManager, Finance Systems StrategyFoster City, CA$129,200–$206,700 / yearThis role will help shape and execute the future-state finance technology roadmap across core finance capabilities, including product ownership for AR, AP, GL, and FA; Oracle Cloud ERP modernization; Oracle EPM implementation and optimization; and AI-enabled finance transformation. This individual will partner closely with Finance, Technology, and external stakeholders to modernize workflows, improve decision-making, and build a scalable, intelligent finance ecosystem aligned with long-term enterprise transformation priorities.
Manager, Finance Systems Strategy Visa Technology and Operations LLCManager, Finance Systems StrategyFoster City, CA$129,200–$206,700 / yearThis role will help shape and execute the future-state finance technology roadmap across core finance capabilities, including product ownership for AR, AP, GL, and FA; Oracle Cloud ERP modernization; Oracle EPM implementation and optimization; and AI-enabled finance transformation. This individual will partner closely with Finance, Technology, and external stakeholders to modernize workflows, improve decision-making, and build a scalable, intelligent finance ecosystem aligned with long-term enterprise transformation priorities.
Small Business Sales Manager - Relationship Management - CA Region US BankSmall Business Sales Manager - Relationship Management - CA RegionSan Jose, CA$147,420–$180,180 / yearIn this role, you will coach and develop a high-performing team focused on serving complex small businesses with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million, while acquiring new business, deepening existing relationships, and delivering comprehensive financial solutions that help clients achieve their goals. The ideal candidate is an experienced sales leader with strong business acumen, proven success managing consultative sales teams, and the ability to balance revenue growth with sound risk management and exceptional client experiences.
Branch Manager Peninsula Gateway District Wells Fargo & CoBranch Manager Peninsula Gateway DistrictSunnyvale, CA$37.50–$67.31 / hourAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Branch Manager- Silicon Valley/Palo Alto/San Bruno Area JPMorgan Chase & CoBranch Manager- Silicon Valley/Palo Alto/San Bruno AreaSan Mateo, CAYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Account Manager- Commercial Insurance Insurance Office of AmericaAccount Manager- Commercial InsuranceNewark, CARemote$45,000–$75,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The scope, autonomy, and complexity of responsibilities increase by level , ranging from task execution (Account Associate) to independent account management and technical advisory (Account Manager Associate).
Project Manager-Multi-family Construction Kimmel & AssociatesProject Manager-Multi-family ConstructionSanta Cruz, CA$118,000–$162,000 / yearThe organization is known for its collaborative culture, entrepreneurial mindset, and commitment to empowering project leaders with the resources and autonomy needed to deliver successful developments from concept through completion. As the Project Manager, you will serve as the primary leader responsible for project execution, overseeing schedules, budgets, subcontractors, compliance requirements, and stakeholder communications.
Functional Lead, Commercial Banking Deloitte Touche Tohmatsu LtdFunctional Lead, Commercial BankingCA$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
Tech and Life Sciences Treasury Management Officer II Fifth Third BancorpTech and Life Sciences Treasury Management Officer IISan Jose, CA$71,100–$145,900 / yearThe TLS and EFS treasury team brings established investor networks, specialized industry expertise, and a proven ability to win and scale high-value relationships, positioning the bank to compete more effectively in a segment that requires speed, credibility, and precision. Serves as a strategic treasury advisor within the TLS and EFS verticals, supporting high-growth companies and private capital firms through all stages of their lifecycle, from early-stage funding to scale and exit.
Relationship Banker Beach and Valley District Wells Fargo & CoRelationship Banker Beach and Valley DistrictSanta Cruz, CA$27–$41 / hourThe following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Vice President, Portfolio Management, Innovation/Tech ABL Western Alliance BancorpVice President, Portfolio Management, Innovation/Tech ABLSan Jose, CA$139,095–$171,821 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
De Novo Retail Relationship Banker Bank of MontrealDe Novo Retail Relationship BankerSan Ramon, CA$45,900–$75,900 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Personal Banker Bilingual Spanish Wells Fargo & CoPersonal Banker Bilingual SpanishWatsonville, CA$23–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.