Business Banker Jobs in Milpitas, CA

Lead your career with a hybrid role supporting a principal advisor in financial planning, investment operations, and client relations. Collaborate on a variety of financial services while ensuring com...

Unlock potential by underwriting and managing credit for technology firms, utilizing independent judgment to evaluate risks and recommend loan offerings while ensuring compliance with internal and ext...

Join a team that's dedicated to enhancing client relationships and driving growth. Utilize your sales expertise to support implementation, maximize product adoption, and lead upsell initiatives in the...

Optimize accounting operations by managing journal entries, reconciliations, and financial reporting while collaborating across teams to enhance processes and support business growth in a dynamic envi...

Redefine the landscape of restructuring by leading complex nonjudicial wind-downs and advising executives throughout the lifecycle. Cultivate relationships with stakeholders, mentor team members, and...

Lead complex restructuring projects, managing wind-downs, ABCs, and stakeholder relations from inception to distribution while collaborating with executives and peers to drive strategic decisions and...

Join a dynamic team dedicated to delivering personalized investment advice while nurturing client relationships through effective communication and financial planning. Thrive in a supportive environme...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Tackle the complexities of high net worth client relationships, driving retention and growth through expert wealth management solutions. Lead a dedicated team of professionals to exceed client expecta...

Transform high net worth client relationships by leading a dedicated team, addressing complex wealth management needs, and driving growth through exceptional service and strategic financial advice to...

Deliver exceptional sales results by driving the full B2B sales cycle, focusing on SME clients. Engage deeply with prospects in technology-driven markets while collaborating with internal teams to ens...

Accelerate your career by leading the sales cycle for SME customers, leveraging your expertise in financial technology to deliver tailored solutions and drive revenue growth while representing at key...

Shape the future of consumer lending operations by managing a team of 15+ employees, driving efficiency, strategic planning, and ensuring regulatory compliance while overseeing daily functions and dep...

Transform financial practices by leading premium and loss accounting, enhancing month-end close procedures, and ensuring compliance with GAAP and statutory reporting. Collaborate with teams to optimiz...

Grow your career with a dynamic financial consulting role, guiding clients in wealth management and financial planning while enhancing your practice through relationship building and expert advice...

Unlock new opportunities as you lead sales initiatives, build relationships, and drive the growth of innovative SaaS solutions while shaping team culture in a fast-paced startup environment...

Unlock potential by driving sales growth in small to mid-sized corporate accounts. Manage the full sales cycle while collaborating cross-functionally to meet revenue targets and deliver tailored techn...

Optimize financial planning, reporting, and analysis across the organization, collaborating with leaders to guide decision-making and enhance strategic initiatives. Drive budget development and varian...

Lead wealth management initiatives, providing strategic guidance and client-focused solutions. Collaborate across teams to enhance service offerings and drive client growth while leveraging financial...

Optimize business growth by leading a team of Relationship Managers in a dynamic banking environment focused on client relationship building, risk management, and performance accountability...

Manage strategic bank partnerships to drive co-brand card launches, ensuring partner satisfaction and seamless communication across teams. Lead program management in a regulated environment and suppor...

Join a dynamic non-delegated lending platform that empowers you to control pricing, streamline operations, and maximize your earnings potential. Enjoy access to 60+ investors and robust tech support t...

Transform organizational health by partnering with tech leaders to drive strategic HR initiatives that enhance team performance, engagement, and effectiveness in a dynamic environment. Shape and execu...

Help us guide financial institutions to measurable outcomes through expert value consulting. Leverage your analytical skills and industry knowledge to influence engagement, optimize platform usage, an...

Transform complex technology initiatives into clear executable plans. Lead cross-functional teams through project life cycles, ensuring alignment with business strategy while managing resources, risks...