Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Member Relationship & Financial Solutions Specialist

NuVision Federal Credit Union

Nuvision Federal Credit Union is seeking a Relationship Specialist II in Lakewood, California, to provide various member services both in-person and over the phone. This role includes responsibilities ranging from opening accounts to loan processing and ensuring branch operations run smoothly. The ideal candidate will have at least one year of experience and a deep understanding of financial regulations. Benefits include medical, dental, vision, and 401(k) matching. #J-18808-Ljbffr Nuvision Federal Credit Union

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Member Relationship & Financial Solutions Specialist in Lakewood, CA vacancy
  • Columbia Bank is seeking a Relationship Banker in Cypress, California, to build long-term client relationships by providing meaningful financial advice and solutions. You will engage clients through financial reviews, offer new deposit accounts, and originate consumer... 
    Suggested

    Columbia Bank

    Cypress, CA
    1 day ago
  •  ...Business Banking division in Santa Fe Springs, California. This role emphasizes building strong customer relationships and providing tailored financial solutions. With over 6 months of customer interaction experience, the ideal candidate will assist customers with account... 
    Suggested

    Quality Talent Group

    Santa Fe Springs, CA
    3 days ago
  •  ...are looking for a motivated professional to engage clients in our financial center. Responsibilities include conducting transactions through self-service resources and building strong client relationships to meet their financial goals. Applicants should possess... 
    Suggested
    Full time

    Bank of America

    Lakewood, CA
    4 days ago
  • Job Overview Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities...  ...where goals were met or exceeded. Strong communication, relationship‑building, and collaboration skills. Ability to manage... 
    Suggested
    Temporary work
    Monday to Friday

    Bank of America

    Los Alamitos, CA
    1 day ago
  •  ...seeking bankers to join their Consumer, Small, and Business Banking division in California. The role includes building customer relationships and assisting with various banking tasks. Candidates should have strong customer service skills, and a commitment to integrity and... 
    Suggested

    Quality Talent Group

    Garden Grove, CA
    3 days ago
  •  ...seeking bankers for their Consumer, Small, and Business Banking division. Join a team recognized by LinkedIn as a top employer in financial services offering opportunities for growth and a supportive company culture. Candidates should have 6+ months of customer interaction... 

    Quality Talent Group

    La Palma, CA
    1 day ago
  • $28.85 - $33.65 per hour

     ...Financial Solutions Advisor Stage I (FSA I) Job Description: The following laws or regulations restrict or prohibit the hiring of individuals...  ...an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    South Gate, CA
    3 days ago
  • $70k - $80k

     ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging...  ...you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things... 
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Gardena, CA
    3 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Whittier, CA. This role supports clients with financial solutions and builds relationships while progressing through stages. The advisor will complete necessary certifications, develop client relationships... 
    Hourly pay
    Work at office

    Bank of America

    Whittier, CA
    4 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, California. In this role, you will obtain necessary industry...  .... The ideal candidate should excel in building client relationships and possess strong communication skills. Position offers full... 

    Bank of America

    South Gate, CA
    2 days ago
  • $70k - $80k

     ...guided by a common purpose to help make financial lives better through the power of every...  ...comprehensive advice and customized solutions to clients to help them achieve their financial...  ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    La Habra, CA
    1 day ago
  • $28.85 - $33.65 per hour

    Job Overview Financial Solutions Advisor Stage I (FSA I) - support clients with financial solutions, build relationships, and progress through stages within Bank of America and Merrill. Key Responsibilities Complete the Securities Industry Essentials (SIE), Series7, and... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Whittier, CA
    5 days ago
  • $71k - $130k

    East West Bank is hiring a Premier Relationship Manager in Artesia, California. You will serve as a trusted adviser to Premier clients, offering comprehensive financial advice and support. Responsibilities include driving client acquisition, collaborating on strategic marketing... 

    East West Bank

    Artesia, CA
    1 day ago
  • $27 - $41 per hour

     ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our...  ...helps customers progress toward their financial goals through planning, digital engagement...  ...deposit, credit, and investment solutions. In addition, this role supports everyday... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Lynwood, CA
    3 days ago
  • $23.19 - $28.35 per hour

     ...to make better and smarter financial decisions and enabling the communities...  ...One. Job Description Client Relationship Consultants build...  ...services, and recommending solutions based on each customer’s unique...  ...partnerships with branch team members and partners to best serve... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Huntington Beach, CA
    21 hours ago
  • $25 - $27.88 per hour

     ...open for the entire market; the specific Financial Center location will be based on...  ...priorities, and connecting clients to solutions that meet their financial goals. Responsibilities...  ...for operational excellence Builds relationships with clients to meet financial needs... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Torrance, CA
    3 days ago
  • A leading financial institution is seeking an enthusiastic team member for their Financial Center. This role involves assisting clients in navigating banking transactions and building relationships to meet their financial needs. The ideal candidate should have a strong... 

    Bank of America

    Torrance, CA
    4 days ago
  •  ...with clients to gain in‑depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals....  ...and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    South Gate, CA
    5 days ago
  •  ...Enhancement is seeking a retail banking specialist in Compton, California. This...  ...by understanding their financial needs and providing tailored solutions. The ideal candidate will engage...  ...preferred, with a focus on building relationships within the community. #J-18808-... 

    Hispanic Alliance for Career Enhancement

    Compton, CA
    2 days ago
  •  ...individuals for a client engagement role in Lynwood, California. This position involves educating clients about transactions and managing financial center operations. Candidates must have a strong work ethic and effective communication skills. The ideal candidate will possess a... 

    Bank of America

    Lynwood, CA
    2 days ago
  • $25 - $27.88 per hour

    Bank of America is looking for an engaged individual to assist clients at our Huntington Park location. This position involves educating clients on banking services and processing transactions efficiently. The ideal candidate must demonstrate strong problem-solving skills...
    Hourly pay
    Flexible hours

    Bank of America

    Huntington Park, CA
    1 day ago
  • A leading financial institution in Torrance, California, is seeking a Retail Relationship Banker to support a new branch. The role involves engaging the local community to...  ..., providing customers with financial solutions, and ensuring exceptional service. Applicants... 
    Local area

    BMO U.S.

    Torrance, CA
    4 days ago
  • U.S. Bank is seeking a Client Relationship Consultant 2 in La Habra, CA. The role involves building client relationships...  ...and ensuring client satisfaction while leveraging digital solutions. Join U.S. Bank to help clients make smarter financial decisions. #J-18808-Ljbffr U.S. Bank
    Part time

    U.S. Bank

    La Habra, CA
    2 days ago
  • $45.9k - $75.9k

     ...service and identify customer needs to provide appropriate financial solutions. Work collaboratively within the branch and with BMO partners...  ...line with bank policies and credit guidelines. Act as a key member of the branch and market team, probing for personal banking... 
    Immediate start
    Flexible hours

    Bank of Montreal

    Compton, CA
    1 day ago
  • Quality Talent Group is seeking bankers for the Consumer, Small, and Business Banking division in Lynwood, California. This full-time and part-time role offers comprehensive benefits, including health coverage, 401(k), paid time off, and competitive pay. The ideal candidate...
    Full time
    Part time
    Weekend work

    Quality Talent Group

    Lynwood, CA
    2 days ago
  • $25 - $27.88 per hour

     ...conversations with clients to understand their financial and life priorities and connect them with appropriate solutions. Responsibilities Execute the bank’s risk...  ...culture and pursue operational excellence. Build relationships with clients to meet financial needs. Follow... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Huntington Park, CA
    1 day ago
  •  ...with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...  ...and strives for operational excellence Builds relationships with clients to meet financial needs Follows... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    La Habra, CA
    2 days ago
  •  ...Service professional focused on providing comprehensive financial and investment planning. Candidates will leverage...  ...implementing business strategies, and collaborating with team members to deliver optimal banking solutions. The role requires specific licenses and a blend of... 

    Bmo

    South Gate, CA
    1 day ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...comprehensive advice and customized solutions to clients to help them achieve their financial...  ...to. • Builds and nurtures strong relationships. • Collaborates effectively with... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Los Alamitos, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Relationship & Financial Solutions Specialist. Be the first to apply!