Banking Professional II

3 days ago


San Francisco, California, United States FirstBank Full time
Job Description

The Banking Professional II role requires a high level of proficiency in handling transactions, managing accounts, and promoting bank products. This position involves working closely with clients to understand their needs and providing tailored solutions.

Key Responsibilities
  • Provide accurate and timely financial information to clients, ensuring that they have a clear understanding of their account balances and transactions.
  • Collaborate with clients to identify loan opportunities and assist in processing consumer loan applications.
  • Stay up-to-date on bank policies and procedures to ensure compliance and accuracy in all financial transactions.
  • Assist in maintaining a positive and respectful work environment, adhering to the company's core values.
Requirements
  • A minimum of 12 months previous client service experience is preferred.
  • Previous cash-handling experience is required.
  • NMLS registration is preferred.
  • Developed customer service skills, including written and verbal communication.
About Us

At First Bank, we pride ourselves on being one of the largest independent banks in the US, with a rich history spanning over 100 years. Our commitment to innovation and excellence drives us to deliver exceptional results and exceed client expectations.



  • San Francisco, California, United States Bank of America Full time

    About the RoleAs a Treasury Sales Officer II at Bank of America, you will play a key role in delivering integrated treasury solutions to our Private Bank clients. This is an exciting opportunity to work closely with client-facing teammates, providing product expertise and consultation to deliver exceptional results for our clients.


  • San Francisco, California, United States Comerica Bank Full time

    Overview:The Private Banking Associate II role at Comerica Bank is centered around delivering exceptional client experiences. This involves providing full-service banking operations to support the Wealth Management and Banking team.Salary:We offer a competitive salary for this position, estimated to be between $28.85 and $54.09 per hour, depending on factors...


  • San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full time

    GrowthPoint Technology Partners, Inc. is a leading boutique technology investment bank in San Francisco seeking a talented individual to join us as a Technology Investment Banking Professional.This role offers an excellent opportunity for a recent college graduate with strong academic credentials who is passionate about technology and wants to join a...


  • San Francisco, California, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. The company offers a wide range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust...


  • San Francisco, California, United States East West Bank Full time

    **Career Advancement at East West Bank**We are seeking a highly motivated commercial banking professional to join our team as a Senior Relationship Banker. In this role, you will play a key part in delivering a high-quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.Key Responsibilities:Manage, retain, and...


  • San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full time

    About the RoleGrowthPoint Technology Partners is a leading boutique technology investment bank in San Francisco seeking a talented individual to join their team as an Investment Banking Analyst. This role offers an excellent opportunity for recent college graduates with strong academic credentials, a passion for technology, and a desire to join a...


  • San Francisco, California, United States North Shore Bank Full time

    Job Summary">We are seeking a Banking Support Specialist to join our team. This role involves responding to customer inquiries, resolving issues, and providing excellent customer service.Key Responsibilities">Respond to customer inquiries via phone, email, and chatResolve customer complaints and issues in a timely and professional mannerProvide accurate and...


  • San Francisco, California, United States Citi Full time

    **About the Role:**We are seeking a talented Tech Relationship Specialist to join our team in San Francisco. As a key member of the Digital, Tech & Comms segment within Citi's Commercial Bank, you will be responsible for evaluating and meeting clients' needs by efficiently utilizing the bank's resources across the globe.**Key Responsibilities:**Form and...


  • San Diego, California, United States Guild Mortgage Full time

    About the RoleWe are seeking a skilled Mortgage Banking Professional to join our team. As a Customer Service Representative, you will be responsible for providing top-notch service to customers and staff within agreed-upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations.


  • San Francisco, California, United States River City Bank Full time

    River City Bank seeks a seasoned banking professional to excel as a Strategic Banking Relationship Specialist. As a key member of our team, you will be responsible for managing a diverse portfolio of high net worth clients and fostering long-term relationships that drive business growth and customer satisfaction.Compensation: We offer an attractive...


  • San Diego, California, United States Lendsure Mortgage Corp Full time

    We are seeking highly motivated and talented individuals to join our team as Senior Mortgage Banking Professionals at LendSure Mortgage Corp.About the RoleThis is an exciting opportunity for individuals looking to start their career in mortgage banking. As a Mortgage Banking Management Trainee, you will have the chance to learn and develop skills in various...


  • San Francisco, California, United States Stifel Full time

    About Stifel">We are a global wealth management and investment banking firm that is serious about innovation and fresh ideas. Our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.">Job Summary">We are seeking a highly motivated and detail-oriented Venture Banking Associate to join our team...


  • San Francisco, California, United States Stifel Full time

    At Stifel, we're committed to helping our clients achieve success. As a Venture Banking Associate, you'll play a key role in the firm's operations, working closely with our Venture Banking Team to drive growth and innovation. Our team is passionate about building strong relationships with clients and delivering exceptional results.We're seeking a highly...


  • San Francisco, California, United States Citibank Full time

    About the RoleCitibank is seeking an experienced Commercial Banking professional to join our Software coverage team as a Senior Banking Relationship Manager. In this role, you will be responsible for originating and managing Citi's coverage and expansion efforts, leading credit dialogue, and identifying cross-sell opportunities. You will work closely with...


  • San Francisco, California, United States Western Alliance Bancorporation Full time

    About the Role:We are seeking a seasoned financial services leader to spearhead our startup banking program in San Francisco. This is an exceptional opportunity for a results-driven professional with a passion for innovation and customer satisfaction.Key Responsibilities:Develop and execute strategic plans to attract and retain key clients in the startup...


  • San Francisco, California, United States Airwallex Full time

    Airwallex, a unified payments and financial platform for global businesses, seeks an experienced professional to lead our banking partnerships strategy in the US and the Americas.The ideal candidate will have 7+ years of experience working with financial institutions, card schemes, and payment networks. They must be able to build and maintain strong...


  • San Francisco, California, United States Kaiser Permanente Full time

    Job Summary:The Registered Nurse (RN) II at Kaiser Permanente is a key member of our healthcare team, providing high-quality patient care and contributing to a positive work environment.Essential Responsibilities:Patient Assessment and Care Planning: Performs ongoing systematic assessment and data collection, focusing on patients' physiologic, psychosocial,...


  • San Francisco, California, United States Federal Reserve Bank of San Francisco Full time

    The Federal Reserve Bank of San Francisco seeks a seasoned banking supervision professional to lead its Supervision + Credit (S+C) group. The EVP, Supervision will be responsible for executing the Federal Reserve's bank supervisory policies and programs within the western United States.As a key member of the Executive Leadership Team, the EVP will work...


  • San Francisco, California, United States MUFG Bank, Ltd Full time

    About the RoleWe are seeking a skilled and experienced professional to join our Technology Global Relationship Management Team as a Corporate Banking Associate. This role is an exciting opportunity for individuals who want to make a meaningful impact in the technology sector.Job SummaryThe selected colleague will work closely with senior bankers to develop...


  • San Francisco, California, United States The Goldman Sachs Group, Inc. Full time

    About the Role: We are seeking a highly skilled Senior Banking Consultant to join our team in San Francisco, California. As a Corporate Finance Associate with Goldman Sachs & Co. LLC, you will be responsible for meeting with U.S. and Canadian corporate and private equity clients across various industry sectors to provide risk management advice related to...