7 banking advisor jobs at 4 companies in Soquel, CA
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Universal Banker / Member Advisor
Stanford or Palo Alto
$29-$32/yrOnsiteFull Time
Stanford Federal Credit Union: Provides banking, mortgage, and loan services to members.
1+ YOE1–3 years customer service or sales experience, high school diploma/GED, ability to cross-sell financial products, strong communication and customer service skills, accurate transaction processing, familiarity with banking regulations.
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yrOnsiteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
Business Solutions Advisor - Greater San Francisco Market area
Mountain View or San Francisco or Cupertino
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Proven B2B or small business banking sales experience, strong communication and customer service skills, ability to manage client relationships and referrals, high school diploma/GED required.
Business Solutions Advisor - Silicon Valley Market area
Hayward or San Leandro or Union City
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ year experience in business-to-business or small business banking, proven sales track record, strong communication and customer service skills, ability to manage client relationships and use financial information/spreadsheets. Minimum education: High School/GED.
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver timely and accurate client materials, promote banking solutions, and use Microsoft and CRM tools. High school diploma and 1+ year experience required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce