Personal Banker: Grow Client Relationships & Lending
Columbia Bank
A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a High School Diploma or GED and at least one year of Teller or banking experience. The position offers a competitive incentive plan, professional development opportunities, and comprehensive benefits, making it an attractive opportunity for those looking to grow in the banking sector. #J-18808-Ljbffr Columbia Bank
$45.9k - $75.9k
...-based assessments to grow loyalty and identify immediate... ..., retail investments, lending solutions, home... ...solutions). * Offers clients advice and guidance on... ..., and building new relationships within the community.... ...credit recommendations for personal lending transactions,...SuggestedContract workPart timeLocal areaImmediate startDay shift- JPMorgan Chase & Co. is seeking a Relationship Banker in San Ramon, California. In this role, you'll represent our brand, providing exceptional... ...using cutting-edge technology. You will manage and retain client relationships, educate clients about banking solutions, and...Suggested
- A global financial institution is seeking a Personal Banker in Walnut Creek, California. This full-time entry-level role revolves around assisting sales and fostering client relationships to build loyalty. You'll help manage smaller credit requests while also cross-selling...SuggestedFull time
- ...experiences for our clients and employees,... ...We build lasting relationships by doing the right... ...As a Relationship Banker in a Chase Branch,... ...with them, both in person and over the phone... ...Dodd Frank/Truth in Lending Act This position... ...nonprofits and cities grow, delivering...SuggestedImmediate startAfternoon shift
$20 - $28 per hour
...Provide excellent client service by providing... ...in consumer lending. Ability to accurately... ...the client relationship with emphasis on creating... ...utilizing a personal and business bio and... ...Professional Development: Grow your skills with... ...tailored premier banker programs. Career...SuggestedImmediate start- A premier advisory firm is seeking motivated Sales Professionals to foster new client relationships and offer tailored financial solutions. Candidates should possess excellent interpersonal skills, a passion for client service, and the ability to engage effectively. A...
$250k
The Personal Banker SAFE Act is an entry level position responsible... ...is to foster relationships with customers to... ...individual consumer clients. Responsibilities Work... ...recognize and refer larger lending opportunities, and... ...in strategies to grow the small business client...$45.9k - $75.9k
...team culture, and drive client growth from day one.... ...community and networking relationships. Delivers exceptional... ...-based assessments to grow loyalty and identify... ..., retail investments, lending solutions, home financing... ...recommendations for personal lending transactions,...Full timeContract workPart timeLocal areaImmediate startDay shift- Bank of America is seeking a motivated individual for a client engagement role in Martinez, California. This position involves assisting clients with transactions, processing cash efficiently, and providing exceptional service tailored to meet their financial goals. The...Relocation
- ...memorable experiences for our clients and employees, making... .... We build lasting relationships by doing the right... ...inclusion. As a Relationship Banker in a Chase Branch, you... ...with them, both in person and over the phone, to... ...Dodd Frank/Truth in Lending Act This position is...Immediate startAfternoon shift
- ...wealth management firm based in San Ramon is seeking a Wealth Advisor. In this role, you will maintain and expand client relationships, develop personalized financial plans, and engage in portfolio reviews. Candidates should have over 5 years of relevant experience,...
- ...authentic self, and empowered to grow. And we’re recognized for it... ...seeking a Roving Associate Personal Banker (SAFE) to join our National... ...geography, building relationships with customers by supporting... ...segments: Consumer Banking and Lending, Commercial Banking, Corporate...Full timeWork experience placementFlexible hours
$25 - $27.88 per hour
...Growth and delivering for our clients, teammates, communities and... ...with opportunities to learn, grow, and make an impact. Join us!... ...operational excellence Builds relationships with clients to meet financial... ...experts in small business, lending, and investments Manages financial...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Dexian seeks a Senior Universal Banker in Walnut Creek, CA, dedicated to building strong client relationships and ensuring branch excellence. This permanent role emphasizes... ...products. Join one of California's fastest-growing institutions with a market-leading salary and...Permanent employment
$5,000 per month
...perspective on banking, commercial lending, trust and family office... ...partnership between our clients and our team drives success,... ...running, we are proud to build a growing team of Smart, Likeable, Entrepreneurial... ...existing team to develop new relationships, expand existing...Work experience placementWork at officeLocal area- A leading financial institution is looking to hire a Personal Banker I in Danville, California. The role requires providing exceptional customer service, maintaining relationships, and processing transactions. Candidates should have a High School Diploma or equivalent...
- Dexian is looking for a Senior Universal Banker/Business Banker based in Walnut Creek, California. This permanent position involves providing expert financial guidance and fostering relationships within the community. The ideal candidate will have a minimum of 3 years...Permanent employment
- Hispanic Alliance for Career Enhancement seeks a proactive individual to engage with existing customers in Orinda, California. The role includes assessing customer needs, offering tailored financial solutions, and driving loyalty while ensuring compliance with regulatory...
- Citigroup Inc. is hiring for an entry-level Personal Banker SAFE Act position in Walnut Creek, California. The role focuses on assisting in sales and product activities while fostering client relationships to enhance loyalty. Ideal candidates will have up to 2 years of...
- JPMorganChase in San Ramon, California is seeking a Relationship Banker to represent the brand while providing exceptional client service. The role involves managing and building relationships with clients by offering banking solutions and leveraging technology to address...
- BMO U.S. is seeking a customer-focused individual to join our team in Orinda, California. The role involves engaging with customers to assess their financial needs, recommending tailored banking solutions, and providing exceptional service. Ideal candidates will have 2-...Full time
- A leading investment management firm in Walnut Creek is seeking an experienced professional to enhance client relationships and offer valuable financial planning strategies. The successful candidate will have at least 10 years of direct client-facing experience and possess...
$60k - $120k
...Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management experience, an undergraduate degree in a relevant field, and...Flexible hours- ...seeking a Financial Advisor for their Advisor Development Program in Walnut Creek, CA. This role involves building relationships with high-net-worth clients, assessing their financial needs, and recommending suitable investment products. Ideal candidates will hold Series...
- A leading financial services firm in Walnut Creek seeks a Wealth Advisor to deepen client relationships and enhance their financial practices. Ideal candidates have 7-10 years of relevant experience and a CFP designation. You will work with affluent clients to analyze...
- Bank of America is seeking a Financial Advisor in Walnut Creek to work with high-net worth clients. This role includes developing relationships, preparing investment recommendations, and leveraging technology for growth. The ideal candidate has a strong background in finance...
$140k - $185k
...Growth and delivering for our clients, teammates, communities and... ...with opportunities to learn, grow, and make an impact. Join us!... ..., and maintaining profitable relationships, collaborating with teammates... ...of experience in commercial lending, business development, commercial...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$117.73k - $138.5k
...Business Banking Relationship Manager At U.S. Bank, we're on a journey... ...communities we support to grow and succeed. We believe it takes... ...ambition to life, and each person is unique in their potential.... ...role in helping our business clients achieve their financial goals...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$117.73k - $138.5k
...the communities we support to grow and succeed. We believe it takes... ...ambition to life, and each person is unique in their potential.... ...Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals....Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Business Banking Relationship Manager Walnut Creek, California To proceed with your application... ...with high value and opportunity clients. Key responsibilities include supporting... ...successful career with opportunities to learn, grow, and make an impact. Join us! Job...Temporary workWork experience placementWork at officeShift workDay shift
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