9 banking advisor jobs at 6 companies in Tracy, CA
1mo
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Lending Advisor Associate
Walnut Creek or Vancouver or Federal Way or Roseville or Seattle or Lynnwood or Irvine
$25-$42/hr OnsiteFull Time
3+ YOE3+ years mortgage lending or banking experience; high school/GED required; Associate's degree preferred; proficient with Microsoft Office and Encompass (LOS); strong communication, time management, and customer service skills.
Microsoft Office, Encompass (LOS)
1mo
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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
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.
2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
2+ YOETwo years investment sales experience; licenses in financial products; bachelor’s degree preferred.
Microsoft Office, PowerPoint
2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Redding or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses (Series 7, 63, 65/66); life license; state license as required; computer skills.
Microsoft Office, PowerPoint
1mo
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Senior Home Lending Advisor - Turlock CA
Turlock or Merced
$17/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/sales in retail banking, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, strong communication and consultative skills.
National Mortgage Licensing System (NMLS), Windows, Chase.com
2mo
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Business Solutions Advisor - Palo Alto Main Financial Center
Palo Alto, California, United States
$26-$34/hr OnsiteFull Time
Experience in B2B sales or small business banking; strong communication; customer service; proven sales track record; outbound sales.
CRM, Salesforce
3w
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Business Solutions Advisor - Silicon Valley Market area
Hayward or San Leandro or Union City
$26-$35/hr OnsiteFull Time
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.
3w
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Business Solutions Advisor - Greater San Francisco Market area
Mountain View or San Francisco or Cupertino
$26-$35/hr OnsiteFull Time
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.
4w
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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/yr OnsiteFull Time
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.