Growth Partnerships Manager Brex Inc.Growth Partnerships ManagerSan Francisco, CARemote$135,600–$169,500 / yearBy combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Now, we need a strategic builder to take ownership of these partnerships, drive increased usage and deepen customer loyalty all while building momentum by forging powerful new partnerships.
New["Business Development Assistant","Business Development Assistant"] National Guard Employment Network["Business Development Assistant","Business Development Assistant"]Dublin$19.25–$24 / hourMust be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, and spreadsheets; 5) Occasionally lift and move objects weighing up to 45 pounds. Support the financial education manager by assisting in developing content for Money Management Workshops and helping youth and adult financial education programs.
Project Accounting Manager Barry-WehmillerProject Accounting ManagerSan Ramon, CA$95,000–$150,000 / yearBy blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world. Rooted in our distinct culture of Truly Human Leadership, we cultivate the leaders who will define tomorrow and partner with our clients in the food & beverage, life sciences, industrial, and advanced technology industries to build the future of manufacturing and technology.
Property Supervisor Chinatown Community Development CenterProperty SupervisorSan Francisco, CA$117,479–$123,662 / yearWe own and/or manage approximately 38 affordable housing buildings serving over 5,000 low-income seniors, single adults, formerly homeless adults, and families of diverse ethnic and cultural backgrounds in San Francisco’s Chinatown, Tenderloin, Western Addition, and Polk Gulch neighborhoods. The position requires an experienced leader and a team-builder with excellent administrative and interpersonal skills, who is sensitive to residents’ needs and be able to inspire teamwork at sites.
Branch Manager BrightView Holdings IncBranch ManagerMartinez, CA$110,000–$140,000 / yearThis leadership role drives business growth through strategic sales management and client relationship development while ensuring the effective recruitment, training, and performance management of branch staff. Participate in local marketing efforts, community events, and networking opportunities to expand brand visibility, attract new clients, and retain existing customers.
Communications Manager, Customer and Partner, AI Infrastructure Google LLCCommunications Manager, Customer and Partner, AI InfrastructureSan Francisco, CAAs a member of the Google Cloud Communications team, you will collaborate with other cross-functional teams to communicate with journalists and thought leaders, develop specific communications materials and devise thought leadership campaigns. We help inform and educate users, advertisers, partners, opinion leaders--and our own employees--about the benefits of Google"s products, our distinctive company culture/values and our approach to the big public policy issues of the day.
Assistant Store Manager Comoto Holdings, Inc.Assistant Store ManagerPacheco, CA$18.75–$24 / hourComoto's brands, RevZilla, Cycle Gear, J&P Cycles, REVER, and Common Tread, deliver premium products, dedicated expertise, engaging media, and passionate customer support of the powersports community, through best-in-class e-commerce and retail experiences. As an Assistant Store Manager (ASM), you will share responsibility for managing the store's team members and the overall success of the store, including holding Sales Associates accountable for meeting sales goals by ensuring that they provide friendly, enthusiastic customer service.
Pricing Product Manager Vercel IncPricing Product ManagerSan Francisco, CARemote$172,000–$258,000 / yearYour job isn't to simply slap price tags on features - it's to deeply understand our users, internal systems, and market dynamics, then develop elegant pricing structures that are value aligned and drive growth. What You Will Do: Define pricing for new products and features: Work with product managers and engineers to design pricing models that fit how developers actually use our platform.
Enterprise Customer Success Manager Stryder CorpEnterprise Customer Success ManagerSan Francisco, CAReporting to the Senior Manager of Enterprise Customer Success, youll partner with our Enterprise employer partners to ensure they achieve their hiring goals, drive adoption across recruiting teams and ensure they are seeing value in the Handshake product. Work closely with cross-functional partners like Sales, Success, Account Management, Support, Education/University partnerships team, Marketing, Insights, Product, User Research, Enablement, RevOps, etc.
Senior Manager, Tax (Head Of Tax) Harness Inc.Senior Manager, Tax (Head Of Tax)San Francisco, CA$161,000–$200,000 / yearOver the past year, Harness powered over 185M deployments, 82M builds, 18T flag evaluations, 8M security scans, 9.1B optimized tests, 3T protected API calls, and helped manage $2.8B in cloud spend - enabling customers like United Airlines, Morningstar, and Choice Hotels to accelerate releases by up to 75%, reduce cloud costs by up to 60%, and achieve 10x DevOps efficiency. You will prepare and review tax provisions, manage VAT and sales tax filings, review local and municipal returns, coordinate external advisors, support M&A diligence, and maintain transfer pricing documentation - while simultaneously building the processes and controls that will carry Harness through its IPO.
Mechanical/Hvac Business Development Manager - San Francisco, CA Victaulic CoMechanical/Hvac Business Development Manager - San Francisco, CASan Francisco, CARemote$150,000–$210,000 / yearFocused on enhancing specification standing through a market-centric approach, their primary objectives revolve around implementing the market box strategy, collecting valuable market intelligence, and obtaining comprehensive project information, including detailed scopes of work. Develop and execute an annual business plan aimed at elevating Victaulic's specification standing, emphasizing a comprehensive market box strategy encompassing both master and project specifications, as well as owner guidelines.
Mechanical/HVAC Business Development Manager - San Francisco, CA Victaulic CompanyMechanical/HVAC Business Development Manager - San Francisco, CASan Francisco, CaliforniaRemote$150,000–$210,000 / yearFocused on enhancing specification standing through a market-centric approach, their primary objectives revolve around implementing the market box strategy, collecting valuable market intelligence, and obtaining comprehensive project information, including detailed scopes of work. Develop and execute an annual business plan aimed at elevating Victaulic's specification standing, emphasizing a comprehensive market box strategy encompassing both master and project specifications, as well as owner guidelines.
Assistant General Manager Marriott International IncAssistant General ManagerVallejo, CA$72,000–$80,000 / yearTake a leadership role in all human resource related functions including coaching, counseling, and discipline, training, employee relations, safety, workers compensation and recruiting. Focus on employee morale and attitude to develop a culture where customer service is the focus and ensure an employee attitude of attentiveness and anticipation of guest needs.
Product Manager - Business Model Strategy ADOBE IncProduct Manager - Business Model StrategySan Francisco, CA$141,700–$205,150 / yearAdobe's industry-leading offerings including Adobe Acrobat Studio, Adobe Express, Adobe Firefly, Creative Cloud, Adobe Experience Platform, Adobe Experience Manager, and GenStudio enable people and businesses to turn ideas into impact, powered by AI and driven by human ingenuity. This particular role will focus on opportunities within the Firefly Enterprise (FFE) portfolio of products, which focuses on providing enterprises creative workflow automation and brand management solutions which leverage innovative GenAi and agentic solutions and deploy novel revenue models.
Tax Manager FORTH RecruitingTax ManagerSan Francisco, CaliforniaManaging the significant responsibility of reviewing complex tax returns prepared by team members while following a structured timeline of due dates and deadlines. The overall management, leadership, and supervision of staff (entry-level, senior, and supervisor-level individuals) on various tax engagements.
Business Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25K U.S. BankBusiness Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25KWalnut Creek, CaliforniaBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Cpts Public Sector Relationship Manager US BankCpts Public Sector Relationship ManagerSan Francisco, CA$111,600–$136,400 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. You will play a key role in growing spend volume and revenue by identifying new opportunities, strengthening existing partnerships, and delivering a high-touch client experience.
Business Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus Up To $25K US BankBusiness Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus Up To $25KWalnut Creek, CA$140,040–$171,160 / yearBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Family Support Case Manager Alameda CountyFamily Support Case ManagerSan Leandro, CAUnder general supervision, to perform specific-program, long-term case management in the Health Care Services Agency (HCSA) case management, care coordination, home visiting and/or family support programs and work collaboratively to provide a seamless system of services and support for clients in Alameda County; may also be responsible for, group facilitation, and a variety of community and health education activities, acts as a liaison between communities, agencies, and other resources, services and program staff; and to do related work as required. THE IDEAL CANDIDATE: In addition to meeting the minimum requirements for this position, the ideal candidate may possess the following critical attributes: Experience working with perinatal populations, families with children ages 0-21, and/or clients with a variety of medical and social risk factors, coupled with experience working with culturally and racially diverse families and communities with broad-based social and economic inequities.Â.
Senior Engineering Manager, Credit And Lending AltruistSenior Engineering Manager, Credit And LendingSan Francisco, CA$203,000–$275,000 / yearTechnical aptitude- You're technologically savvy and can easily get up to speed on modern tech stacks (we use Java, Spring Boot, Microservices, AWS, Postgres, Kafka, Kubernetes). At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Assistant Property Manager-Doug Ford Senior Apartments The John Stewart CompanyAssistant Property Manager-Doug Ford Senior ApartmentsFremont, CaliforniaFull timeUnder the general supervision of the Property Manager, assists the manager in the overall operation of the property, day-to-day implementation of policies, procedures and programs; maintains acceptable occupancy level and develops a supportive environment for all residents, including special needs residents. We work to enrich the lives of our residents and employees, while delivering our services cost‐effectively, efficiently and with the highest levels of professionalism, compassion, integrity and respect.
Managing Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CaliforniaFull timeWhat You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Credit Risk Senior Manager Marqeta IncCredit Risk Senior ManagerCA$180,600–$225,800 / yearEmbedded within finance, this role will support Marqeta's evolving managed credit card programs by shaping credit risk strategy across acquisition and account management, pricing, performance and portfolio monitoring, in partnership with cross functional execution teams across product, engineering, sales, operations and other functional areas. Do What''s Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on.
Banking Relationship Manager Brex Inc.Banking Relationship ManagerSan Francisco, CARemote$132,888–$166,110 / yearAs a Banking Relationship Manager on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.
Senior Manager, Data Science SoFi Technologies IncSenior Manager, Data ScienceSan Francisco, CAYou are expected to work cross-functionally, including: engineering, product managers, lifecycle marketing, data science, design, operations, finance, risk, legal, compliance, and executive teams to set business objectives, define product strategy, prioritize features, and execute on them. Ability to work in a dynamic, cross-functional environment, with a strong attention to detail; Effective communication and presentation skills and ability to explain complex analyses in simple terms to business leaders; Strong relationship building and collaborative skills; Exceptional problem-solving.
Sr. Manager, Marketing Services Delivery Visa Technology and Operations LLCSr. Manager, Marketing Services DeliverySan Francisco, CA$153,700–$246,200 / yearAs demand for Marketing Services continues to grow, the Marketing Services Delivery team plays a critical role in helping clients bring their marketing strategies to life by partnering with internal stakeholders, agency partners, and clients to deliver integrated marketing engagements. The Senior Manager, Marketing Services Delivery will lead the implementation and execution of complex marketing engagements on behalf of Visa's clients, working across internal teams, agency partners, and clients to deliver exceptional results.
Sr Director, Product Management - Personal Loans LendingClubSr Director, Product Management - Personal LoansSan Francisco, California$220,000–$255,000 / yearYou and your team will own how Personal Loans experiences are envisioned, built, measured, and continuously improved, partnering closely with Engineering, Design, and senior business leaders within a regulated financial environment. You will ensure teams focus on the highest-value problems, validate solutions through strong discovery and learning practices, and deliver improvements that measurably advance customer experience and business performance.
Sales Commission Lead Fireworks.ai IncSales Commission LeadSan Mateo, CA$180,000–$225,000 / yearFounded by the team behind PyTorch and backed by AMD, Atreides, Benchmark Capital, Index Ventures, Lightspeed, NVIDIA, Sequoia Capital, and TCV, Fireworks powers production AI with hundreds of state-of-the-art open models across text, image, embedding, audio, and multimodal workloads. You inherit a working in-house commissions stack and extend it - plan docs, calculators, data pipelines, reporting, and payout workflows - while partnering tightly with FP&A, HR/People Ops, Sales leadership, and Data Engineering.
Sales Consultant SyscoSales ConsultantWalnut Creek, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Mandarin/Hindi Sales Consultant SyscoMandarin/Hindi Sales ConsultantSan Francisco, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Representative - San Francisco CA SyscoSales Representative - San Francisco CASan Francisco, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Consultant - Sonoma/Napa SyscoSales Consultant - Sonoma/NapaNapa, CAPerform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Current automobile insurance with the following limits of liability: Bodily injury - $100,000 each person and $300,000 each accident; property damage - $100,000 is required.
Sales Representative - Marin County CA SyscoSales Representative - Marin County CAMarin City, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Consultant - East Bay/Tri-Valley Sysco CorpSales Consultant - East Bay/Tri-ValleyLivermore, CAPerform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Current automobile insurance with the following limits of liability: Bodily injury - $100,000 each person and $300,000 each accident; property damage - $100,000 is required.
Sales Representative - Spanish Speaking Sysco CorpSales Representative - Spanish SpeakingSan Mateo, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Representative - Redwood City CA Sysco CorpSales Representative - Redwood City CARedwood City, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Mandarin /Hindi/Asian Language Sales Consultant - Sysco Sacramento/Central Sysco CorpMandarin /Hindi/Asian Language Sales Consultant - Sysco Sacramento/CentralSan Francisco, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Representative - San Jose, CA Sysco CorpSales Representative - San Jose, CAFremont, CAPerform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Bachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience.
Sales Representative Sysco CorpSales RepresentativeFremont, CABachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Representative- Monterey, Salinas, Santa Cruz Area Sysco CorpSales Representative- Monterey, Salinas, Santa Cruz AreaUnion City, CACertificates, Licenses, and Registrations Valid drivers license with a "clean" driving record (including no multiple DUIs within the last 2 years) Current automobile insurance with the following limits of liability: Bodily injury - $100,000 each person and $300,000 each accident; property damage - $100,000 is required. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Sales Consultant - San Francisco SyscoSales Consultant - San FranciscoBerkeley, CAPerform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Current automobile insurance with the following limits of liability: Bodily injury - $100,000 each person and $300,000 each accident; property damage - $100,000 is required.
Sales Consultant - San Francisco/Berkeley SyscoSales Consultant - San Francisco/BerkeleyBerkeley, CAPerform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Current automobile insurance with the following limits of liability: Bodily injury - $100,000 each person and $300,000 each accident; property damage - $100,000 is required.
Director of Front Office HEI Hotels and ResortsDirector of Front OfficeSan Francisco, CA$110,000–$125,000 / yearWith a quiet but blossoming and vibrant location in the heart of the Embarcadero and adjacent to Jackson Square, The Jay, completely renovated, is an ode to classic San Francisco; peppered with bits of nostalgia, but led mostly by its modern structure and sophisticated style. Reviews and works together with appropriate leadership for VIP reservations and ensures proper handling of VIPs and groups, administers amenity orders, and resumes for incoming guests.
Specialty Finance Transaction Counsel Neuberger Berman Group LLCSpecialty Finance Transaction CounselCA$225,000–$275,000 / yearDraft, review, and negotiate transaction documents, which may include: • Purchase and sale agreements • Loan purchase agreements • Participation agreements • Credit agreements • Intercreditor arrangements • Amendments/waivers/consents • Servicing agreements • Sub-servicing agreements • Backup servicing arrangements • Custodial, collateral administration, and account control agreements • Confidentiality agreements, term sheets, commitment letters, engagement letters • Support asset-backed and specialty finance facilities (e.g., warehouses, repurchase facilities, secured financing arrangements, subscription/other fund-level facilities as applicable), including negotiating facility terms and coordinating closings. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Credit Administrator California Bank of CommerceCredit AdministratorWalnut Creek, CA$180,000–$225,000 / yearOccasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Work with Relationship Managers and, when necessary, Senior Management to structure credit facilities that protect the bank and meet the needs of the client, making sure policy exceptions are noted, properly mitigated, and that risk ratings are appropriate.
Roving Personal Banker Greater Vine District Wells Fargo & CoRoving Personal Banker Greater Vine DistrictBenicia, 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. 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.
Lifecycle Marketing Lead Creditly CorpLifecycle Marketing LeadSan Francisco, CAAI-first operator: you lean heavily on AI in your day-to-day work and treat it as a force multiplier, using AI tools to draft and iterate on copy, generate variants for testing, build segments and journeys faster, summarize results, and automate repetitive lifecycle work. Build and scale CRM programs: Design, build, and optimize cross-channel lifecycle programs across email, push, SMS, and in-app messaging using advanced segmentation, personalization, triggers, and automation.
Premier Client Specialist Bank of MontrealPremier Client SpecialistBerkeley, CA$63,300–$117,200 / yearWorks collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeAlameda, CA$22–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
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.