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Investment banker Jobs in San francisco ca

Last updated: 1 day ago
Associate Banker

Associate Banker

BMOSan Francisco, CA, USA
USD41715–USD63500 yearly
Full-time
Show moreLast updated: 17 days ago
  • Promoted
Associate Banker

Associate Banker

Bank Of MontrealSan Francisco, California, US
USD41715–USD63500 yearly
Part-time
Show moreLast updated: 15 days ago
  • Promoted
Investment Analyst

Investment Analyst

Selby JenningsSan Francisco, California, US
Full-time
Show moreLast updated: 22 days ago
Relationship Banker I

Relationship Banker I

Cathay BankSan Francisco, United States
Full time - Permanent
Show moreLast updated: 30+ days ago
  • Promoted
Investment Banker - Pharma / BioTech - Vice President

Investment Banker - Pharma / BioTech - Vice President

JPMorganChaseSan Francisco, California, US
USD200000–USD275000 yearly
Full-time
Show moreLast updated: 4 days ago
Client Manager

Client Manager

City National BankSan Francisco, CA, United States
USD122535–USD208715 yearly
Show moreLast updated: 17 days ago
Executive Assistant

Executive Assistant

Piper SandlerSan Francisco, CA
Full-time
Show moreLast updated: 30+ days ago
Investment Counselor

Investment Counselor

HSBCSan Francisco, États-Unis
Permanent - temps plein
Show moreLast updated: 30+ days ago
Investment Banking

Investment Banking

JPMorgan Chase & Co.San Francisco, CA, United States
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Investment Associate

Investment Associate

Partners CapitalSan Francisco, California, US
USD100000–USD130000 yearly
Full-time
Show moreLast updated: 29 days ago
Investment Management Associate

Investment Management Associate

Top Tier Reps LLCSan Francisco, CA, US
Full-time
Quick Apply
Show moreLast updated: 1 day ago
  • Promoted
Investment Manager

Investment Manager

web3.career - jobboardSan Francisco, California, US
Full-time
Show moreLast updated: 22 days ago
  • Promoted
Investment Analyst

Investment Analyst

Community Investment Management LLCSan Francisco, California, US
USD75000–USD125000 yearly
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Investment Associate

Investment Associate

CFA InstituteSan Francisco, California, US
Full-time
Show moreLast updated: 4 days ago
  • Promoted
Investment Manager

Investment Manager

New Zealand Trade and EnterpriseSan Francisco, CA, United States
USD162000–USD216000 yearly
Full-time
Show moreLast updated: 13 days ago
Small Business Banker

Small Business Banker

Bank of AmericaSan Francisco
Full-time
Show moreLast updated: 30+ days ago
Investment Banker Lead Seed Capital Raise for Elite Consulting Firm

Investment Banker Lead Seed Capital Raise for Elite Consulting Firm

Synergy Management GroupSan Francisco, California, USA
Show moreLast updated: 11 days ago
Relationship Banker

Relationship Banker

East West BankSan Francisco, CA, US
USD25.5 hourly
Full-Time
Show moreLast updated: 30+ days ago
Investment Director

Investment Director

Australian Trade and Investment CommissionSan Francisco
USD135000 yearly
Show moreLast updated: 30+ days ago
Private Banker II

Private Banker II

First Citizens BankSan Francisco, California, US
USD163000 yearly
FULL_TIME
Show moreLast updated: 30+ days ago
Associate Banker

Associate Banker

BMOSan Francisco, CA, USA
17 days ago
Salary
USD41715–USD63500 yearly
Job type
  • Full-time
Job description

Application Deadline :

12 / 29 / 2024

Address : 301 Mission St.

Job Family Group :

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules / limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 1 – 2 years of relevant experience and / or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only : Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • Salary :

    41,715.00 - $63,500.00

    Pay Type : Salaried

    The above represents BMO Financial Group’s pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

    BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit :

    Equal Employment Opportunity Statement

    BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

    We’re here to help

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.