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Jobs in United States, California, Redwood City

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United States
California
Redwood City
85 jobs found
08.12.2025
BOA

Bank Of America Relationship Banker - Peninsula North United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators

1st shift (United States of America)

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22.11.2025
I

Informatica Principal Software Engineer - United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Architect and lead the end-to-end development of extensible Connectivity APIs powering internal and external integrations.·. Design and implement reusable connector frameworks tailored for key ecosystems (e.g., Salesforce, AWS, Azure, GCP,...
Description:
Principal Software Engineer in Redwood City, CA

This is a hybrid role.

You will work at the forefront of systems architecture, distributed computing, and developer experience — driving innovation in secure Java backend services, microservices, container orchestration, and open integration standards, while ensuring compliance with security frameworks and data protection regulations. As a Principal Engineer, you will collaborate across technical and product teams, mentor engineers, influence platform strategy, and ensure the delivery of world-class, production-ready integrations capable of handling terabytes of data with enterprise-grade reliability and security.

You will report to VP, Product Development

Technology You'll Use

Java, Microservices, cloud, SDK

Your Role Responsibilities? Here's What You'll Do
  • Architect and lead the end-to-end development of extensible Connectivity APIs powering internal and external integrations.·
  • Design and implement reusable connector frameworks tailored for key ecosystems (e.g., Salesforce, AWS, Azure, GCP, SAP) with a strong focus on maintainability, scalability, and performance.·
  • Technical standards for Java-based backend services using modern best practices such as reactive programming, microservices architecture, and comprehensive observability.·
  • Collaborate closely with product, security, platform, and QA teams to ensure connectors meet compliance, security, scalability, and reliability requirements.·
  • Build intelligent schema management frameworks that adapt dynamically to schema changes, optimizing real-time data pipeline performance.·
  • Lead initiatives in optimized query design and database performance tuning to support fastest-in-class data extraction and integration.·
  • Mentor engineering talent through code reviews, design sessions, and technical knowledge sharing.· Influence long-term product and platform roadmaps informed by real-world connector usage data, and technical design documentation.
  • Champion developer experience through SDKs, rich documentation, and efficient tooling to accelerate connector development and adoption.·
  • Participate in agile processes, feature scoping, and technical decision-making to ensure predictable delivery.·
  • Resolve complex architectural and production issues, implement monitoring and alerting frameworks to preemptively address system health.
What We'd Like to See
  • Experienced in contributing to projects focused on the integration of structured, semi-structured, and unstructured data.
  • Hands-on developer experience with open-source integration frameworks such as Apache Camel, Apache Kafka Connect, Apache NiFi or Spring Integration
  • Expertise in large-scale data processing, stream processing, and analytics using platforms like Apache Spark and Apache Flink for batch and real-time data workloads.
  • Background in AI-powered development, agentic workflow automation frameworks like LangChain, and secure deployment in hybrid environments.
  • Published technical blogs, conference presentations, familiarity with contributing to open-source projects and active community involvement.
  • Hands-on experiences with API security frameworks, including standards like OAuth 2.0, JWT, and mTLS.· Relevant cloud certifications (AWS, Azure, GCP). Advanced degree in Computer Science or a related technical field
Role Essentials

8–10+ years of professional software engineering experience, including 5+ years in a principal or lead engineering role.·

Experience in Java and the JVM ecosystem, including Spring Boot, proficient in Python, with practical experience in performance tuning.· Proven ability to design and deliver robust, distributed APIs and integrations at scale in cloud-native environments.·

Deep understanding of connector patterns: state management, error handling, retry strategies, and idempotency.

  • Experience working with multiple cloud and enterprise platforms (Salesforce, AWS, Azure, GCP, SAP), integration protocols (REST, SOAP, JDBC, WebSocket) and real-time event streaming and message broker technologies platforms (Apache Kafka, RabbitMQ) for both synchronous and asynchronous data processing.·

Strong foundation in software design principles, system modeling, documentation, and agile methodologies.·

Expertise in container orchestration technologies such as Kubernetes, and CI/CD pipeline management.· Experience with cloud application development, deployment, security, monitoring, and scalability best practices. Mentor and lead engineering teams technically and culturally.

Perks & Benefits
  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
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21.11.2025
I

Informatica Principal Database Engineer - United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
NoSQL ( MongoDB) AWS, Azure, GCP. Global Architecture & StrategyDefine and champion the multi-cloud (AWS, GCP, Azure, OCI) database architecture standards, best practices, and roadmaps for NoSQL platforms, specifically MongoDB,...
Description:
Principal Database Engineer- Redwood City, CA

We are seeking a highly experienced and visionary Principal NoSQL Database Engineer to lead the design, implementation, and optimization of large-scale NoSQL and GraphDB solutions across cloud-native, multi-cloud and on-premises environments. This role will be instrumental in shaping the persistence layer architecture for global informatica IDMC cloud products, ensuring scalability, performance, and security.

You will report to the Director.

Technology You'll Use
  • NoSQL ( MongoDB) AWS, Azure, GCP
Your Role Responsibilities? Here's What You'll Do
  • Global Architecture & Strategy
    • Define and champion the multi-cloud (AWS, GCP, Azure, OCI) database architecture standards, best practices, and roadmaps for NoSQL platforms, specifically MongoDB, Neo4J and ScyllaDB
    • Develop a global, multi-region strategy for data distribution, high availability (HA), disaster recovery (DR), and data residency to meet strict global service level objectives (SLOs).
    • Provide deep technical leadership and architectural oversight for major database initiatives, new product launches, and strategic technology selection.
  • Performance, Reliability, & Optimization
    • Lead projects for performance tuning and capacity planning across the global NoSQL footprint, focusing on query optimization, indexing strategies, and cluster configuration.
    • Design and implement Zero Downtime (ZDT) deployment and migration strategies to ensure service availability during upgrades, patches, and platform changes.
    • Improve reliability and resiliency by refining DR protocols, chaos engineering practices, and failover automation across diverse cloud providers.
    • Oversee cost optimization efforts by analyzing usage patterns, cloud-native offerings, and identifying opportunities for resource rightsizing and efficiency improvements.
  • Engineering & Automation
    • Collaborate directly with Engineering teams to influence application design, data modeling, and schema evolution, ensuring optimal use of NoSQL features and adherence to operational standards.
    • Partner with Operations Automation teams to define requirements and build Infrastructure as Code (IaC) templates and deployment pipelines for the entire database lifecycle (provisioning, scaling, patching).
    • Evaluate, select, and integrate cutting-edge tools for monitoring, observability, security, and lifecycle management of the NoSQL fleet.
  • Team Leadership & Collaboration
    • Participate in architecture review on the application layer on major release changes and features.
    • Be a top-tier escalation point for complex, highly critical database incidents and performance bottlenecks.
    • Work with global, cross-functional teams (Software Engineering, Security, Infrastructure, SRE) across different time zones.
    • Mentor Database Administrators (DBAs) and Site Reliability Engineers (SREs) on advanced NoSQL architecture, operational excellence, and automation principles.
  • Valued Experience ·
    • You will also have Experience with Neo4j GraphdB, ScyllaDB and Elasticsearch
    • Experience deploying noSQL Database system using Kubernetes operators & controllers
What We'd Like to See
  • Proven track record of deploying and managing NoSQL systems using Kubernetes operators and controllers (e.g., MongoDB Atlas Operator, Neo4j Helm Charts, Scylla Operator) with robust DR, HA, and ZDT strategies for distributed data systems.
  • Deep, hands-on expertise with at least two of the following: MongoDB, Neo4j, ScyllaDB, or Elasticsearch in a large-scale production environment.
  • Extensive experience architecting and operating databases on multiple public clouds (AWS, GCP, Azure, OCI). · Proficiency with modern infrastructure tools such as Terraform, Ansible, Kubernetes, and scripting languages (e.g., Python, Go) for operations automation.
  • Lead performance diagnostics, indexing strategies, and cost optimization at petabyte scale
  • Database encryption at rest & in-flight using MongoDB X.509, Neo4j native encryption, and Scylla TLS.
  • Orchestrating MongoDB + Neo4j + Scylla + Elasticsearch in the same microservice mesh with consistent observability and security policies
  • Service Mesh integration (Istio/Linkerd) for mTLS enforcement and traffic shaping to database pods
  • Backup to object-store with immutable snapshots using Velero, MongoDB Atlas S3 snapshots, and Scylla Manager
Role Essentials
  • 10+ years of hands-on experience in hosting, operating, and performance tuning NoSQL databases on cloud-native infrastructure (AWS, GCP, Azure, OCI)
  • Expert-level proficiency in MongoDB, Neo4j GraphDB, and ScyllaDB – including cluster design, sharding, replication, and advanced query optimization.
Perks & Benefits
  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
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21.11.2025
I

Informatica Principal Software Engineer - Full Stack United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Expand sales within existing large customer accounts while building relationships with decision-makers. Develop a strategic and comprehensive business plan for each account, including identifying core customer requirements and mapping the...
Description:
Senior Account Executive, SLED

You will report to the South Central Regional Sales Director

Your Role Responsibilities? Here's What You'll Do
  • Expand sales within existing large customer accounts while building relationships with decision-makers.
  • Develop a strategic and comprehensive business plan for each account, including identifying core customer requirements and mapping the value/benefits of Informatica's solutions to customer requirements.
  • Documentation within CRM / Marketing software of customer contact and activity data is required of this role (e.g. names, titles, contact information, opportunity value, product information, sales stages, probability, business pain, firm-future commitments).
  • Accountable for accurate forecasting, regular quarterly revenue delivery, and the implementation of agreed account and business plans.
  • Collaborate with Marketing to develop a plan for the accounts, including events, seminars, and roadmap sessions.
What We'd Like to See
  • Holds expert-level experience and uses professional concepts and our goals to resolve complex issues in creative ways.
  • Deep industry knowledge of a customer's decision-making process, goals, strategies, and our goals.
  • Complete, "big-picture" understanding of the business and technical contexts of main accounts.
  • Exudes leadership on account set and compels others to get on board.
  • Great at consultative effectiveness and establishing trust with internal and external customers.
  • Knowledge of selling SaaS, Data Warehousing, Database, and Business Intelligence software concepts and products.
Role Essentials
  • Promote Informatica's products, maximizes brand recognition and mindshare at all levels, and publicize success stories.
  • Provide customer feedback to team members for product, systems, and process improvements.
  • At this level, incumbents will have expert-level knowledge of selling our products and services.
  • Assigned accounts will be of the most complex nature and will take a strategic salesperson who is used to working with larger organizations
  • Account Executives sell-to and work with executive-level customer decision makers, including up to CXO levels.
  • BA/BS or equivalent educational background, we will consider an equivalent combination of relevant education and experience
  • Minimum 8+ years of relevant professional experience
Perks & Benefits
  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
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18.11.2025
BOA

Bank Of America Financial Solutions Advisor - North Sacramento Area United States, California, Yuba City

Limitless High-tech career opportunities - Expoint
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Description:

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Monday – Fridays and rotating Saturdays


Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalentSkills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

1st shift (United States of America)

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18.11.2025
BOA

Bank Of America Financial Solutions Advisor Registration candidate - North S... United States, California, Yuba City

Limitless High-tech career opportunities - Expoint
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Description:

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

  • Aptitude in obtaining required industry licenses.
  • Must be self-disciplined in managing time and capacity.
  • Experience in cultivating client relationships, accessing needs and recommending solutions.
  • Success creating strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
  • Executes multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.


Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Monday – Fridays and rotating Saturdays

1st shift (United States of America)

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17.09.2025
JPM

JPMorgan JP Morgan Wealth Management - Private Client United States, California, Redwood City

Limitless High-tech career opportunities - Expoint
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
Description:

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.

Job responsibilities

  • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
  • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
  • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Prioritize daily work, track progress for current work, and consistently meet deadlines
  • Maintain and foster team culture

Required qualifications, capabilities, and skills

  • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

FEDERAL DEPOSIT INSURANCE ACT:

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators

1st shift (United States of America)

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Open vacancies in United States, California, Redwood City. Working in United States, California, Redwood City is no longer a dream. Discover leading companies' jobs openings, currently hiring in the most desirable countries with Expoint. Start building your future today, sign up to Expoint and take on the challenge.