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
- 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
- ...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
- ...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...SuggestedFull time
- 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...SuggestedTemporary workMonday to Friday
- ...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
- ...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...
$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 payWork at officeImmediate startMonday to FridayShift workDay shift$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 FridayShift workDay shift$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 payWork at office- 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...
$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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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 payWork at officeMonday to FridayShift workDay shift$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...$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 workWork experience placementImmediate start$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 timeTemporary workLocal area$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 payWork at officeShift workWeekend workDay shift- 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...
- ...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 workWeekend workDay shift
- ...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-...
- ...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...
$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 payFlexible hours- 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
- 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. BankPart time
$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 startFlexible hours- 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 timePart timeWeekend work
$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 payShift workWeekend workDay shift- ...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 workWeekend workDay shift
- ...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...
- ...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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