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Investment banker Jobs in Santa Rosa, CA

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Investment banker • santa rosa ca

Last updated: 1 day ago

Relationship Banker - Windsor

Exchange BankWindsor, CA 95492, USA
$20.40 hourly
Full-time

This position is scheduled 37 hours per week, 8:30 to 5:30 Monday, Tuesday, Wednesday, Friday and 8:30 to 1:30 on Saturday.The schedule is subject to change based on the business needs of the Bank.... Show more

Relationship Banker, MOD - Windsor

Exchange BankWindsor, CA, United States
$21.95 hourly
Full-time

Relationship Banker, MOD - Windsor.Job Category: Branches Requisition Number: RELAT002788.Monday to Friday from 8:30am to 5:30pm and Monday to Saturday (with an 8-hour weekday off) and Saturday fro... Show more

Real Estate Acquisitions Analyst

Haystack ConsultantsSanta Rosa, CA, United States
Full-time

Real Estate Acquisitions Analyst.A growing and well-capitalized real estate investment firm in Santa Rosa is seeking an Acquisitions Analyst to support deal evaluation, underwriting, and investment... Show more

Investment Representative - Redwood Credit Union

LPL FinancialSanta Rosa, CA, United States
Full-time

Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Redw... Show more

Travel Nurse - RN - OR - Operating Room - $2427 / Week - Hiring Now

LancesoftSanta Rosa, CA, US
Full-time

Lancesoft is seeking an experienced Operating Room Registered Nurse for an exciting Travel Nursing job in Santa Rosa, CA.Shift: 4x10 hr days Start Date: ASAP Duration: 13 weeks Pay: $2427 / Week.Ye... Show more

 • Promoted

Licensed Loan Partner - Mortgage Banker

Premier Lending, IncSanta Rosa, CA, US
$65,000.00 yearly
Full-time

Product Experienced Loan Processor?.Are you looking for a stable, team-oriented opportunity where your skills will be valued?.Experienced Mortgage Loan Officer Assistant.West Coast-based loan partn... Show more

Entry Level Real Estate Agent - Coldwell Banker

Coldwell BankerSanta Rosa, CA, United States
$100,000.00 yearly
Full-time

Real Estate Agent Opportunity in Santa Rosa, California.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Rosa, California.Applicants withou... Show more

Relationship Banker - Sonoma Market Santa Rosa, CA

JPMorgan Chase Bank, N.A.Santa Rosa, CA, US
$25.00 hourly
Full-time

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right t... Show more

Associate Banker

BMORohnert Park, CA, USA
$43,100.00 yearly
Part-time

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 more

Financial Advisor Associate

StifelSanta Rosa, CA, US
Full-time

The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals.The FAA will assist in prospecting new... Show more

Relationship Banker - Sonoma - Sonoma, CA

ChaseRohnert Park, CA, United States
Full-time

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right t... Show more

Relationship Banker (Santa Rosa Experience Center)

First Technology Federal Credit UnionSanta Rosa, CA, US
$22.50 hourly
Full-time

The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member-focused sales team.As a Relationship Banker, you’ll work in a fast-paced env... Show more

Remote Portfolio Manager (Buy-Side) - AI Trainer ($150-$150 per hour)

MercorRohnert Park, California, US
Remote
Full-time

We are hiring experienced Portfolio Managers to contribute their expertise in portfolio construction, risk management, and investment strategy toward building advanced AI systems for institutional ... Show more

Relationship Banker, MOD - Windsor

Exchange BankWindsor, CA 95492, USA
$21.95 hourly
Full-time

Monday to Friday from 8:30am to 5:30pm and Monday to Saturday (with an 8-hour weekday off) and Saturday from 8:30am to 1:30pm.The schedule is subject to change based on the business needs of the Ba... Show more

Relationship Banker - Santa Rosa area

Bank of AmericaSanta Rosa, CA, United States
$25.00 hourly
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro... Show more

Director Investment Banking TMT Elite Boutique

The Harrison Rush GroupSanta Rosa, CA, United States
Full-time

Director, Investment Banking TMT Focus (San Francisco).We are representing a premier, independent investment bank in San Francisco seeking a Director of Investment Banking to lead high-stakes M&A ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorgan ChaseSanta Rosa, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Relationship Banker Greater Vine District

Wells FargoSanta Rosa, CA, United States
Temporary

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success.This role serv... Show more

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationLarkfield-Wikiup, California
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

Associate Financial Advisor

JBA InternationalSebastopol, CA, United States
Full-time

Provide exceptional customer service to all member-clients.Follow up with members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting.P... Show more

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Relationship Banker - Windsor

Relationship Banker - Windsor

Exchange BankWindsor, CA 95492, USA
30+ days ago
Salary
$20.40 hourly
Job type
  • Full-time
Job description

Job Details

Description

This position is scheduled 37 hours per week, 8:30 to 5:30 Monday, Tuesday, Wednesday, Friday and 8:30 to 1:30 on Saturday. The schedule is subject to change based on the business needs of the Bank.

Do you excel at customer service?

Do you enjoy working with the public?

Do you enjoy working on a team with wonderful people who genuinely care about each other?

If this sounds like you, Exchange Bank may be your next great career opportunity!

In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.

Your Role

Customer Experience

  • Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
  • Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
  • Educate customers on a full range of retail products and services including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services and safe deposit boxes.
  • Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention as well as acquire additional business.

Sales

  • Recommend cross-sell opportunities by asking customers open-ended questions.
  • Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
  • Provide and accept loan applications, including creating and forwarding packages to the Bank’s Consumer Lending Department.

Who You Are

  • Confident communicating with customers from a diverse range of backgrounds and experiences.
  • Have a positive, upbeat and professional personality.
  • Have experience with cash handling, including a basic understanding of banking principles.
  • Able to work branch hours, including weekends, and some evenings.
  • Have at least one year experience working in banking, retail or a customer service role.

Compensation

The hiring range for this position is $20.40 to $24.34 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills. The Bank has 3 levels of Relationship Bankers. Compensation offered will be within the range of a specific level.

Who We Are

Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.

Our Mission - From generation to generation, we invest in people, business and community to build a strong future.

Commitment – Respect – Integrity – Teamwork