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Investment banker Jobs in San Francisco, CA

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Investment banker • san francisco ca

Last updated: 1 day ago
  • Promoted
Associate Banker

Associate Banker

East West BancorpSan Francisco, CA, US
Full-time
Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking exper...Show moreLast updated: 15 days ago
  • Promoted
Universal Banker

Universal Banker

Mechanics BankBerkeley, CA, US
Full-time
Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Kensington Branch.The Universal Banker independently performs basic to moderately complex banking tran...Show moreLast updated: 30+ days ago
  • Promoted
Investment Banker

Investment Banker

TradeJobsWorkForce94707 Berkeley, CA, US
Full-time
Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.Conducts re...Show moreLast updated: 30+ days ago
  • Promoted
Associate Banker

Associate Banker

BmoSan Francisco, CA, US
Part-time
BMO Financial Group Retail Banking Sales & Service.Bilingual in English and Spanish language is preferred.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and p...Show moreLast updated: 1 day ago
Associate Banker

Associate Banker

Bank of MontrealOakland, California, USA
Full-time +1
Retail Banking Sales & Service.Bilingual in English and Spanish Language is preferred.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and g...Show moreLast updated: 14 days ago
Investment Strategist

Investment Strategist

UnisonSan Francisco, CA, US
Full-time
Unison is seeking an Investment Strategist Analyst within our Investment Management business to support our Institutional Sales & Marketing team in all aspects of the deal making process.You wi...Show moreLast updated: 15 days ago
  • Promoted
Relationship Banker II

Relationship Banker II

Cathay Bank - HeadquartersSan Francisco, CA, United States
Full-time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
  • Promoted
Associate Private Banker

Associate Private Banker

Morgan StanleySan Francisco, CA, US
Full-time
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management.Wealt...Show moreLast updated: 15 days ago
Investment Lead

Investment Lead

BEACON SOFTWARE COMPANYSan Francisco, CA, United States
Permanent
Beacon Software is a permanent capital holding company which acquires and grows essential businesses.We are a profitable series B+ firm that combines great technologists, operators and M&A professi...Show moreLast updated: 5 days ago
  • Promoted
Investment Advisor

Investment Advisor

Mariner FinanceOakland, CA, US
Full-time
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting r...Show moreLast updated: 15 days ago
Investment Banking & Capital Markets – Banker – Technology - Vice President / Associate

Investment Banking & Capital Markets – Banker – Technology - Vice President / Associate

Deutsche BankSan Francisco Office
Full-time
Investment Banking & Capital Markets – Banker – Technology – Associate / Vice President.Our Investment Banking & Capital Markets business provides the full range of investment banking products and ...Show moreLast updated: 30+ days ago
Junior Mortgage Banker

Junior Mortgage Banker

VirtualVocationsSan Francisco, California, United States
Full-time
A company is looking for an Inside Junior Mortgage Banker - Remote.Key Responsibilities : Master the fundamentals of mortgage banking and lending processes Cultivate and manage client relationshi...Show moreLast updated: 9 days ago
  • Promoted
Investment Banker - Pharma / BioTech - Vice President

Investment Banker - Pharma / BioTech - Vice President

JPMorgan Chase & Co.San Francisco, CA, United States
Full-time
Job Category Client Management.Business Unit Corporate & Investment Bank.Posting Date 11 / 05 / 2024, 10 : 38 PM.Locations San Francisco, CA, United States. We are seeking a seasoned Vice President to joi...Show moreLast updated: 10 days ago
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Chief Investment Banker Officer Vice President Crypto DeFi XLT

Chief Investment Banker Officer Vice President Crypto DeFi XLT

BluZincOakland, CA, US
Full-time
Chief Investment Banking Officer.Are you a Chief Investment Banking Officer with deep expertise in quantitative crypto trading, XLT strategies, and DeFi markets, ready to help scale a next-generati...Show moreLast updated: 15 days ago
  • Promoted
Personal Banker

Personal Banker

TradeJobsWorkforce94126 San Francisco, CA, US
Full-time
Personal Bank job responsibilities : Provides exceptional customer service, involving receipt and payment ...Show moreLast updated: 30+ days ago
  • Promoted
Associate Banker

Associate Banker

San Francisco StaffingSan Francisco, CA, US
Part-time
BMO Financial Group Job Opportunity.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in ...Show moreLast updated: 30+ days ago
  • Promoted
Private Banker

Private Banker

First Citizens BancSharesSan Francisco, CA, US
Full-time
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...Show moreLast updated: 30+ days ago
Personal Banker

Personal Banker

PNC BankOakland, California, USA
Full-time +1
At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers. We work together each day t...Show moreLast updated: 20 days ago
  • Promoted
Investment Partner

Investment Partner

TEEMA Solutions GroupSan Francisco, CA, United States
Full-time
Investment Partners at Initio Capital are.Investment Partners operate with.Evaluate founders, markets, and execution plans. Help shape conviction and sizing.Work directly with founders at formation ...Show moreLast updated: 30+ days ago
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Associate Banker

Associate Banker

East West BancorpSan Francisco, CA, US
15 days ago
Job type
  • Full-time
Job description

Associate Banker

Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

As an Associate Banker, you will play a key role in :

  • helping customers with their day-to-day financial needs
  • recommending the right product that fits customer's needs
  • connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs
  • introducing the bank's latest technology products to meet our customers' expanding needs

We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.

Responsibilities include :

  • demonstrating strong customer service skills; assisting customers with financial transactions such as cash withdrawals, deposits, transfers, loan / credit card payments, wire transfers, and foreign currency exchange
  • documenting large deposit over Currency Transaction Reports
  • identifying fraudulent activity to prevent potential loss to the bank
  • ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
  • maintaining strong relationships with existing customers and cultivating new customer relationships
  • cross selling and referring bank products such as (depository products, wealth management, mortgage) that fit customers' needs
  • having strong knowledge in using digital resources and technologies to optimize clients' digital banking experience
  • being confident in educating clients on conducting banking transactions online, via mobile app and self-service portals
  • demonstrating the ability to learn and adapt to new processes and technology platforms quickly
  • performing other duties as assigned
  • Qualifications include :

  • high school diploma or general education degree (GED) required; bachelor's degree highly preferred
  • 1 year of recent customer service and cash handling experience
  • 1 year of previous teller / new account experience in a banking institution preferred
  • ability to learn products, services, and procedures quickly and accurately
  • excellent customer service skills
  • strong attention to details and time management skills
  • proficiency in Microsoft Word and Excel
  • flexibility to work on weekends when needed
  • Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

    Compensation : The base pay range for this position is USD $22.00 / Hr. - USD $23.50 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.