Last updated: 2025-05-22

24 Banking And Financial Services jobs in San Jose.

Hiring now: Client Service Spec @ Umpqua Ban, Financial Service Rep Ben @ Travis Cre, Private Banker Pbo @ Citizens B, Private Bank Relationship @ Citizens, Wealth Mgr @ Redwood Cr, Loan Officer @ Cmg Financ, Contractor Or Independent @ Varo, Sba Biz Development Offic @ Smartbiz B, Team Lead Na Super Region @ Visa Direc, Client Relationship Consu @ Banner Ban.Explore more at at kaamvaam.com

šŸ”„ Skills

client service (5) customer service (5) financial products (4) teamwork (4) relationship banking (3) community involvement (3) branch operations (3) team leadership (3) Private Banking (3) Customer Service (3)

šŸ“ Locations

San Francisco (8) Benicia (3) San Jose (3) Menlo Park (2) Pleasanton (2) San Rafael (2) Concord (1) Napa (1) Novato (1) Petaluma (1)
šŸ” Go to full job search

Umpqua Bank

Client Service Specialist Benicia
Skills & Focus: banking, client service, teller transactions, cash handling, customer needs, relationship banking, risk mitigation, financial products, compliance, teamwork
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They value Trust,ā€¦
Experience: 1 year of banking or customer service experience, preferred
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), employee assistance program, life insurance, disability, tuition assistance, mental hā€¦

Travis Credit Union

Financial Service Representative - Benicia Branch Benicia
Skills & Focus: member relationships, financial goals, financial conversations, financial education, loans, accounts, cash handling, regulations, CRM, community events
Financial Service Representative - Benicia Branch Benicia
Skills & Focus: financial services, member relationships, cash transactions, financial education, banking regulations, customer service, teamwork, financial products, community involvement, digital solutions
About the Company: A financial services organization providing banking and financial products.
Benefits: Competitive medical, dental, vision insurance, mental health offerings, employee performance incentives, merit increaseā€¦

Umpqua Bank

Branch Manager Concord
Skills & Focus: relationship banking, client service, branch operations, growth targets, team leadership, consumer lending, business lending, financial statements, community involvement, regulatory compliance
About the Company: Umpqua Bank offers relationship banking and a culture where associates thrive, dedicated to supporting customers and communities.
Experience: 3 years of banking experience, including consumer lending and exposure to business lending
Salary: $70,000 to $100,000
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid time off, wellness resources, and more.

Citizens Bank

Private Banker, PBO Menlo Park
Skills & Focus: Private Banking, sales management, client experience, operational integrity, customer service, high net worth, P&L management, relationship building, team leadership, wealth management
About the Company: Citizens Private Bank is part of Citizens Bank, focused on Wealth Management and Banking.
Experience: 4 years sales management experience in Private Banking
Salary: $80,000 - $140,000 per year plus additional earnings
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangā€¦

Citizens

Private Bank Relationship Manager Menlo Park
Skills & Focus: Wealth Management, Private Banking, Client Management, Investment Strategies, Financial Planning, Asset Management, Relationship Building, Professional Development, Customer Service, Diversity and Inclusion
About the Company: Citizens is a leading financial institution that is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respecā€¦
Type: Full-time
Benefits: Citizens provides comprehensive benefits focused on supporting whole-person well-being.

Redwood Credit Union

Wealth Manager Napa
Skills & Focus: Wealth Management, Member satisfaction, Financial Planning, Sales management, Compliance, Risk management, Investment products, Coaching, Team leadership, Community involvement
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full-time

Umpqua Bank

Branch Manager Novato
Skills & Focus: relationship banking, team leadership, branch operations, client service, community involvement, consumer lending, business lending, performance management, audits, financial statements
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicatedā€¦
Experience: 3 years of previous banking experience, including consumer lending and exposure to business lending origination experience required.
Salary: $75,000.00 to $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) retirement savings plan with employer match, an employee assistance program, ā€¦

Redwood Credit Union

Senior Member Relationship Specialist Petaluma
Skills & Focus: Member Service, Cross-sell, Loan Products, Account Opening, Customer Assistance, Team Leadership, Branch Operations, Sales Meetings, Audits, Financial Well-being
About the Company: A not-for-profit financial institution committed to supporting the financial well-being of its Members and communities since 1950.
Type: Full-time

Cmg Financial

Loan Officer Pleasanton
Skills & Focus: mortgage loans, customer relationships, financial products, loan application, networking, community relationships, FHA, VA, conventional loans, data collection
Experience: A minimum of 3 years of current mortgage origination experience with a proven track record of success
Loan Officer Pleasanton
Skills & Focus: Loan Officer, mortgage loans, FHA, VA, conventional loans, home equity loans, customer relationships, marketing strategies, referral base, lending regulations
Experience: A minimum of 3 years of current mortgage origination experience

Citizens

Sr PB Lending Specialist - Residential San Francisco
Skills & Focus: loan processing, underwriting, credit policy, loan origination, financial analysis, quality control, loan pipeline, client relations, approval decision, loan closing
About the Company: Citizens is a financial institution offering banking and lending services, with a focus on community engagement and inclusive culture.
Experience: 5+ years in residential processing & underwriting
Salary: $100,000 - $130,000 per year
Type: Full-time
Benefits: Comprehensive medical, dental, vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangemeā€¦

Varo

Contractor or Independent Consultant San Francisco
Skills & Focus: digital banking, financial inclusion, storytelling, contractor, consultant, mission-driven, customer service, branding, marketing, FDIC insured
About the Company: Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.
Salary: $45-$55/hr.
Type: Contract

Smartbiz Bank

SBA Business Development Officer Tier 4 San Francisco
Skills & Focus: SBA 7a loans, Business development, Small business, Loan processing, Credit evaluation, Client relationship, Networking, Loan documentation, Site visits, Financial services
About the Company: SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S., focused on transparency and personalized customer service.
Experience: 5-10 years in SBA Lending
Type: Full-time
Benefits: Competitive salary and equity, health benefits, flexible vacation, 401k, remote/work flexibility

Citizens

Private Bank Credit Officer San Francisco
Skills & Focus: Risk, Commercial Banking, Professional, Credit Officer, Private Banking, Finance, Analytical Skills, Customer Service, Team Collaboration, Problem Solving
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Experience: Professional
Type: Full Time
Benefits: Support for professional growth, wellness initiatives, and life balance.
Commercial Banking Positions San Francisco
Skills & Focus: Commercial Banking, Relationship Manager, Healthcare, Middle Market, Corporate Banking, PM, Team Lead, Open Positions, Professional, California
About the Company: Citizens offers a variety of banking services and emphasizes community involvement and employee growth.
Experience: Professional
Type: Full Time
Benefits: Benefits and resources promoting healthy habits and support.

Umpqua Bank

Client Service Specialist San Francisco
Skills & Focus: Client Service, Banking Transactions, Customer Service, Relationship Building, Cash Handling, Compliance, Risk Mitigation, Financial Needs, Professional Development, Diversity Commitment
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 1 year of previous banking or customer service experience, preferred.
Salary: $20.00 to $30.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Visa Direct

Team Lead, NA Super Regional/Regional and Community Banks San Francisco
Skills & Focus: payment service, fund transfers, cross-border, transaction volume, client relationships, growth initiatives, portfolio management, client account development, revenue targets, strategic account growth
About the Company: Visa Direct is a payment service that enables domestic and cross-border fund transfers/disbursements to accounts in the U.S. and around the world, facilitatingā€¦
Team Lead, NA Super Regional, Regional and Community Bank Portfolio San Francisco
Skills & Focus: payment services, fund transfers, client relationship, transaction volume, revenue targets, client account management, growth initiatives, cross-border payments, strategic account growth, performance optimization
About the Company: Visa Direct is a new payment service provider, offering push payment technology and facilitating domestic and cross-border fund transfers for clients includingā€¦

Banner Bank

Client Relationship Consultant San Jose
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finanā€¦

Bank Of America

Business Banking Relationship Manager San Jose
Skills & Focus: financial solutions, small businesses, relationship management, client needs, sales opportunities, account opening, credit knowledge, digital capabilities, growth, client experience
About the Company: A major financial institution providing banking, investing, asset management, and other financial services.
Salary: $67,000.00 - $84,500.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support for employees.

Ameriprise Financial

Client Service Associate San Jose
Skills & Focus: client service, financial plans, investment research, transaction processing, finance, administrative support, organization skills, multitasking, communication skills, teamwork
About the Company: We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team advises and managesā€¦
Experience: 3-5 years relevant experience required.
Salary: $29.51 - $39.80 / hour
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Redwood Credit Union

Part-Time Member Service Associate San Rafael
Skills & Focus: member service, transactions, sales, cross-selling, customer service, confidentiality, teamwork, branch operations, credit union, finance
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Part-time
Financial Advisor San Rafael
Skills & Focus: customer service, investment, advisory, financial products, insurance, sales training, client communication, compliance regulations, financial well-being, client relations
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full-time