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Private banker Jobs in Modesto, CA

Last updated: 14 hours ago
  • Promoted
Commercial Banker II or Senior Commercial Banker

Commercial Banker II or Senior Commercial Banker

Tri Counties BankModesto, CA, United States
$90,000.00–$150,000.00 yearly
Full-time
Come join a company you could be proud to represent.The hiring range for this opportunity is $90,000 to $150,000 annually along with incentive opportunities, creating a competitive total compensati...Show moreLast updated: 1 day ago
  • Promoted
  • New!
SENIOR INVESTMENT MANAGER - PRIVATE WEALTH MANAGEMENT

SENIOR INVESTMENT MANAGER - PRIVATE WEALTH MANAGEMENT

Fidelity InvestmentsCA, United States
Full-time
SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution chann...Show moreLast updated: 14 hours ago
  • Promoted
  • New!
SENIOR RELATIONSHIP STRATEGIST - PNC PRIVATE BANK

SENIOR RELATIONSHIP STRATEGIST - PNC PRIVATE BANK

PNC Financial Services Group, Inc.CA, United States
$154,700.00–$325,000.00 yearly
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 ...Show moreLast updated: 14 hours ago
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Private Soccer Coach

Private Soccer Coach

Dribbler LLCRiverbank, CA, United States
$35.00–$50.00 hourly
Full-time
About the job Private Soccer Coach.Join Dribbler Soccer : Transform Your Passion for Soccer Into a Rewarding Career! ?.Dribbler Soccer is a leading name in private soccer training across the United ...Show moreLast updated: 9 days ago
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GENERAL MANAGER, PRIVATE EQUITY

GENERAL MANAGER, PRIVATE EQUITY

Fractional AICA, United States
Full-time
Fractional AI builds bespoke gen AI software to transform businesses.Every C-suite in the country is trying to bridge the gap between AI in theory and AI in practice. We close this gap with exceptio...Show moreLast updated: 1 day ago
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INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY

INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY

Kaiser PermanenteCA, United States
$197,900.00–$256,080.00 yearly
Full-time
The Investment Director will primarily focus on assisting in the portfolio management and oversight of the private equity program, including manager sourcing, manager selection, diligence, and over...Show moreLast updated: 1 day ago
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LICENSED VOCATIONAL NURSE - PRIVATE DUTY NURSE

LICENSED VOCATIONAL NURSE - PRIVATE DUTY NURSE

AccentCare, Inc.CA, United States
Full-time
Find Your Passion and Purpose as a Homecare Licensed Vocational Nurse.Reimagine Your Homecare Licensed Vocational Nurse Career With Us. As a medical professional, you know that what you do impacts y...Show moreLast updated: 4 days ago
Associate Banker

Associate Banker

BMOHughson, CA, USA
$41,715.00–$49,000.00 yearly
Part-time
Retail Banking Sales & Service.This is a part-time 20 hours a week position.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance re...Show moreLast updated: 30+ days ago
  • Promoted
ASSISTANT | PRIVATE EQUITY ELS

ASSISTANT | PRIVATE EQUITY ELS

Apollo Global Management, Inc.CA, United States
Full-time
The Assistant provides administrative support to a team of executives in the Private Equity group.Responsibilities include, but are not limited to, general, administrative and / or project-based work...Show moreLast updated: 3 days ago
  • Promoted
  • New!
CITI WEALTH AT WORK / LAW FIRM GROUP - BANKER - VP

CITI WEALTH AT WORK / LAW FIRM GROUP - BANKER - VP

Citigroup, Inc.CA, United States
$119,600.00–$182,000.00 yearly
Full-time
The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the busine...Show moreLast updated: 14 hours ago
Relationship Banker - Modesto area

Relationship Banker - Modesto area

Bank of AmericaModesto, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 30+ days ago
Private Client Relationship Manager

Private Client Relationship Manager

EPICCA, US
Full-time
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advoca...Show moreLast updated: 30+ days ago
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  • New!
DIRECTOR OF DESIGN, PRIVATE EQUITY

DIRECTOR OF DESIGN, PRIVATE EQUITY

CartaCA, United States
$214,000.00–$285,000.00 yearly
Full-time
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and...Show moreLast updated: 14 hours ago
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SENIOR PRIVATE COLLEGE COUNSELOR (PART-TIME)

SENIOR PRIVATE COLLEGE COUNSELOR (PART-TIME)

ESM PrepCA, United States
Part-time
We call our college counselors.All applicants should be passionate about working with youth and should have previous experience in college counseling and / or college admissionswith tutoring, teachin...Show moreLast updated: 4 days ago
  • Promoted
PRIVATE COACH - SAN FRANCISCO

PRIVATE COACH - SAN FRANCISCO

El Cap / Planet Granite / Earth Treks / MovementCA, United States
$20.00 hourly
Full-time +1
At Movement, our core values of partnership, inclusion, passion, innovation, and integrity are at the heart of everything we do. We're not just a climbing gym - we're a community that's dedicated to...Show moreLast updated: 5 days ago
Private Swim Instructor

Private Swim Instructor

InstaSwim LLCModesto, California, United States
$40.00–$60.00 hourly
Full-time
Quick Apply
InstaSwim is looking to hire professional and experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location & surroundin...Show moreLast updated: 30+ days ago
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  • New!
PRIVATE CAREGIVER

PRIVATE CAREGIVER

AccentCareCA, United States
Full-time
AccentCare - JobID : 60215 [Nursing Assistant / Health Aide] As a Caregiver at AccentCare, you'll : Assist clients with daily activities such as bathing, dressing, and grooming; Provide companionship...Show moreLast updated: 16 hours ago
Commercial Banker II or Senior Commercial Banker

Commercial Banker II or Senior Commercial Banker

Tri Counties BankModesto, CA, United States
1 day ago
Salary
$90,000.00–$150,000.00 yearly
Job type
  • Full-time
Job description

Come join a company you could be proud to represent.

The hiring range for this opportunity is $90,000 to $150,000 annually along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

Develops and acquires new operating business with annual revenues of $10MM to $50MM and manages client relationships within business segments and / or geographic areas. Presents a variety of product solutions to meet client needs including Commercial Lending, Treasury Management, Merchant Services, and other related business services. Provides responsive, quality service.

MAJOR RESPONSIBILITIES

  • Develops proactive calling schedule within designated segments and industry to prospective operating businesses in conjunction with strategic business development program. Identifies business opportunities by learning prospect's business, company or industry and their needs.
  • Self-sources operating business through calling activities to COIs, prospective clients and assigned relationships. Discusses and promotes all Bank products and services to establish complete client relationship and collaborates with business partners, bringing in product specialists, as necessary, to help problem solve or structure a transaction.
  • Negotiates transactions and prices products within targeted rate of return, working with Commercial Banking leadership or Credit Administration for approvals. Exercises sound credit and risk judgment. Ensures quality of all Bank business.
  • Collaborates with other Bank lines of business, as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
  • Monitors and analyzes relationship plan results and account activities. Determines client profitability. Makes recommendations regarding accounts to be further developed or eliminated. Prepares various reports for management.
  • Monitors portfolio for quality, risk and adherence to policy. Works closely with Portfolio Managers, Commercial Banking leadership and Credit Administration, as appropriate, to ensure sound portfolio management, client introductions and timely resolution of issues.
  • Maintains an awareness of competitive products, practices, rates and changes in market areas.
  • Analyzes problem credits and meets with clients to develop solutions to minimize lost exposure.

OTHER RESPONSIBILITIES

  • Serves as a product specialist and a technical consultant to clients in various business segments and geographic locations. Develops and conducts client and employee training sessions and informal updates.
  • Participates in civic and community affairs as appropriate.
  • Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
  • EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

  • High school diploma or equivalent, required; undergraduate degree preferred.
  • Proven Commercial Banking experience or related Business Development experience required.
  • CB II - experience with more complex business and C&I Credit structuring.
  • Senior Commercial Banker - 5 years of Commercial Banking experience, or related advanced Business Development experience.
  • Exceptional knowledge of commercial credit policies and procedures.
  • Advanced credit analysis and accounting skills.
  • Proven track record of success in a sales environment.
  • Excellent verbal and written communication skills.
  • COMPANY PROFILE

    Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ : TCBK) headquartered in Chico, California, with assets of nearly $10 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions® for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.

    Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.

    Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.

    Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.

    Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race / Color / Religion / Sex / Sexual Orientation / Gender Identity / National Origin / Disability / Veteran.