Personal Banking & Lending Advisor
Hispanic Alliance for Career Enhancement
BMO Financial Group in the United States seeks a customer‑oriented lending advocate to engage with clients, assess needs, and offer tailored financial solutions. You will work across branches and channels to deliver superior service and grow the bank's relationships with customers and prospects. The role emphasizes risk control, regulatory compliance, and a consultative sales approach to build loyalty and drive business results. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
- ...in Los Angeles is seeking a customer-focused professional to deliver personalized financial solutions and guidance across multiple channels. You will assess customer needs, promote lending and banking products, and coordinate with partners to enhance the overall customer...Personal
- ...customers across branches and channels to grow relationships, complete needs assessments, and tailor recommendations for everyday banking, lending, and small business needs. The role requires understanding of lending products, strong interpersonal skills, and a commitment...Personal
- BMO Financial Group is seeking a Customer Advisor in Los Angeles to deliver exceptional service to customers and prospects... ...role emphasizes proactive engagement, guidance on digital banking, and compliant lending recommendations while maintaining risk controls and...Personal
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...and proven sales experience in retail banking ~ Knowledge of real estate market in... ...range of financial services, including personal banking, credit cards, mortgages, auto...PersonalWork experience placementLocal areaImmediate startRelocation
$250k
...whole technical area.The Private Bank at Citi (CPB) is part of the... ...strategies, banking and lending, trust and specialized services... ...contact and trusted investment advisor for clients, including direct... ...sound ethical judgment regarding personal behavior, conduct and business...PersonalFull timeLocal area$63.3k - $117.2k
...other team members to deliver a comprehensive banking solution in the best interest of the customer.... ...customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship...PersonalPart time$164.6k - $225k
..., asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS)... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob... ...set of large and sensitive high net worth personal trusts and individual investment portfoliosDevelop...PersonalFull timeH1bWork at officeWorldwideFlexible hours- ...understand customer goals and deliver tailored banking and credit strategies that strengthen... ...drive balanced growth across deposits, lending, and investments Partner with a team of... ...setting clear expectations, and taking personal ownership to convert qualified...PersonalWork experience placementImmediate start
- ...Mechanics Bank is currently searching for a Compliance Risk Manager to join our team.... ...term relationships and working together in person. This role may be performed on‑site at one... ...consumer protection and/or fair lending, with the willingness and fortitude to acquire...Personal16 hoursLocal areaRemote workWork from homeFlexible hours
- ...Business Unit Consumer & Community Banking Posting Date 07/29/2026, 10:5... ...Associate at J.P. Morgan Advisors, where you'll be at the heart... ...Advisors, providing personalized solutions and building lasting... ...liabilities planning, banking & lending solutions, mortgages and digital...PersonalFull timeLocal area
- ...Overview Banc of California is a bank holding company with over $34 billion in assets... ...banking compliance regulations, and other Bank lending policies governing lending including but... ...skills in computer terminal and personal computer operation; Microsoft Office applications...PersonalWork experience placementWork at officeLocal areaImmediate startFlexible hours
$45.9k - $75.9k
...Beach Blvd. Job Family Group: Retail Banking Sales & Service Branch placement will... .... everyday banking, retail investments, lending solutions, home financing (including business... .... Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift$27 - $41 per hour
...the primary point of contact for everyday banking needs, products and services through... ...collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start$41.71k - $69k
...Ventura Blvd. Job Family Group: Retail Banking Sales & Service Delivers exceptional... .... everyday banking, retail investments, lending solutions, home financing (including business... .... Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift$37 - $65.5 per hour
...serving as their primary point of contact for banking products and services through scheduled... ...deposits, investments, credit, home lending, and business banking. In addition, you'... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start$127.63k - $237.01k
...services advice to these clients including: banking, credit, asset management, trust and... ...from clients and Center of Influences, personal community involvement, and from internal... ...with clients whose trust, investment, and lending needs require a consistently strong...Personal- ...CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in... ...including, but not limited to cash flow lending, asset-based lending, term loans, and... ...of the collateral, lien position, and personal guarantees from the business owners and/or...PersonalFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Los Angeles, CA to assist in sales... ...and increasing loyalty while supporting daily banking needs. Responsibilities include processing small business lending referrals, cross-selling treasury products,...Personal
- Citi is seeking an entry-level Personal Banker SAFE Act to support sales and service efforts... ...processing, and cross-selling banking products to individual consumer clients.... ...You will handle inquiries, refer larger lending opportunities, and work with branch staff...Personal
- ...concentration ~3 years of experience in commercial real estate lending or 5 years of other banking or finance experience ~ Thorough understanding of... ...evaluating property cash flows, property valuation, and personal financial statements ~ Ability to manage competing...Personal
$88.8k - $165.6k
...ServiceThis position is a key member of the Bank’s Commercial Real Estate group,... ...of the deal team to analyze and prepare lending proposals, provide loan structuring expertise... ...guarantor financial strength by analyzing personal and corporate financial statements, liquidity...PersonalFull timeContract workPart timeLocal area$65k - $150k
Introduction Established in 1912, Bank of China is one of the largest banks in the world... ...partner, whether in Corporate or Personal Banking or our Trade Services, Commodities... ...closing and booking of transactions; post‑lending monitoring activities; analyzing and determining...PersonalWork experience placement- ...and offering advice on everything from personal and business accounts to loans and other... ...minimum of a high school diploma with prior banking experience, or an associate or bachelor'... ...the loan application and full lending process with the member to meet their needs...Personal
$250k
...Personal Banker Safe Act Working at Citi is far more than just a job. A career with us... ...less than $250K, recognize/refer larger lending opportunities and cross sell treasury and... ...of relevant experience ~ Previous banking, retail, or sales experience preferred...PersonalFull time$70k - $95k
...ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture... ...of both. Thorough knowledge of lending regulations and credit/underwriting practices... ...Privacy Statement Cathay Bank may collect personal information from potential job candidates...PersonalFull timeFlexible hours- ...the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting... ...regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd...PersonalImmediate startAfternoon shift
$250k
Overview The Personal Banker SAFE Act is an entry level position responsible for the assistance... ...less than $250K, recognize/refer larger lending opportunities and cross‑sell treasury... ...2 years of relevant experience Previous banking, retail, or sales experience preferred...Personal$50.1k - $82.8k
...identify financial solutions and preferred banking channels while recommending tailored... .... everyday banking, retail investments, lending solutions, home financing (including business... .... Makes credit recommendations for personal lending transactions, including home financing...PersonalContract workPart timeLocal areaImmediate startDay shift$150k
Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...a team.This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for... ...effective partnership with Merrill advisors and market leadership within the assigned...Full timeWork at officeWork from homeFlexible hoursDay shift- ...community involvement. Role Overview Our Personal Banker I's (Tellers) are responsible for delivering... ..., and cross‑sell strategies within retail banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and...PersonalLocal areaFlexible hoursNight shift
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