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

Personal Banking & Lending Advisor

BMO

BMO Financial Group in California seeks a customer-focused Banking Specialist to deliver exceptional service and guidance on financial solutions. You will conduct needs assessments, promote tailored banking options, and collaborate with branch teams to meet sales and service goals. The role emphasizes proactive customer engagement, cross-channel coordination, and compliance with regulations while growing customer relationships and loyalty. #J-18808-Ljbffr BMO

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banking & Lending Advisor in Santa Clarita, CA vacancy
  • $43k - $75k

     ...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects...  .... everyday banking, retail investments, lending solutions, home financing (including...  .... Making credit recommendations for personal lending transactions, including home financing... 
    Personal
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Valencia, CA
    1 day ago
  •  ..., high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional...  .../professional groups. Intermediate Personal Computer skills in a Windows...  ...About the Team Our Consumer & Community Banking division serves our Chase customers through... 
    Personal
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase & Co.

    Valencia, CA
    10 days ago
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career...  ...FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education... 
    Personal

    Fifth Third

    Mission Hills, CA
    5 days ago
  •  ...purpose‑based advice, investments, insurance, banking and generosity. At Thrivent, you’ll...  ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding,...  ...empowering lives of service and faith. Provide personal, actionable, and achievable advice and... 
    Personal

    Thrivent

    Santa Clarita, CA
    2 days ago
  •  ..., and retain client relationships, using your knowledge to offer thoughtful solutions that meet banking needs and simplify clients’ lives. You will engage clients in person and by phone, showcase Chase Mobile App, Chase.com, and ATMs, and work with a team of specialists... 
    Suggested

    JPMorgan Chase & Co.

    Santa Clarita, CA
    2 days ago
  •  ...clients meet their financial goals. In this role you will acquire, manage, and retain client relationships by delivering knowledgeable banking solutions with a hospitality-driven approach. You will use Chase Mobile and Chase.com to connect clients with the right products,... 

    JPMorganChase

    Santa Clarita, CA
    3 days ago
  •  ...operates at national scale while serving patients at the most personal level. The work here includes laboratory scientists, logistics...  ...inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech,... 
    Personal
    Work visa
    Flexible hours
    Shift work

    Global Technical Talent

    Valencia, CA
    4 days ago
  • Bank of America is seeking a dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans, recommend banking solutions, and triage client requests. The ideal candidate... 

    Bank of America

    San Fernando, CA
    2 days ago
  • $70k - $80k

     ...Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Mission Hills, CA
    2 days ago
  • $28 - $33 per hour

    Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market role at Bank of America . This range is provided by Bank of...  ...licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials... 
    Work at office
    Immediate start
    Monday to Friday

    Bank of America

    San Fernando, CA
    1 day ago
  • $22 - $27.2 per hour

     ...operates at national scale while serving patients at the most personal level. The work here includes laboratory scientists, logistics...  ...inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech,... 
    Personal
    Contract work
    Work visa
    Flexible hours
    Shift work

    Global Technical Talent

    Valencia, CA
    4 days ago
  • $100k - $150k

     ...is committed to delivering an elevated client experience through thoughtful planning, personalized advice, and long-term partnership. As we grow, we are seeking an Associate Advisor who is passionate about excellence, relationship-building, and helping clients pursue what... 
    Personal
    For contractors
    Work at office

    Raymond James

    Santa Clarita, CA
    3 days ago
  • Bank of America is seeking an experienced financial professional to provide comprehensive client advice, triage leads, and guide referrals to appropriate partners. The role emphasizes building financial plans with a range of brokerage products and meeting licensing and... 

    Bank of America

    Mission Hills, CA
    1 day ago
  • $41.5k - $60.5k

     ...26 Address: 27011 McBean Pkwy. Job Family Group: Retail Banking Sales & Service This is a part time position scheduled for 20...  ...that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the... 
    Personal
    Contract work
    Part time
    Local area
    Day shift

    BMO Financial

    Valencia, CA
    2 days ago
  •  ...Financial Advisor Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding...  ...skills Strong networking abilities within businesses and personal communities Ability to listen to client needs and provide suitable... 
    Personal
    Work at office
    Local area

    Foundation Risk Partners

    Valencia, CA
    4 days ago
  • Citi in San Fernando, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service, and customer relationship building with individual consumer clients. You will assist in processing requests under $250K, cross-sell treasury products, and collaborate... 
    Personal
    Full time

    Citi

    San Fernando, CA
    3 days ago
  • Citigroup Inc. is seeking an entry-level Personal Banker to support sales, products and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty and help increase sales to individual consumer clients... 
    Personal

    Citigroup Inc.

    San Fernando, CA
    3 days ago
  • Bank of America in Santa Clarita, CA seeks a Financial Advisor to provide comprehensive advisory and customized solutions to clients, helping them reach their financial goals. Key duties include triaging client leads, referring to partners based on needs and asset thresholds... 

    Bank of America

    Santa Clarita, CA
    2 days ago
  •  ...estate planning.The Director of Financial Planning & Lead Servicing Advisor is a senior role built around four responsibilities: serving as...  ...We believe exceptional wealth management is both technical and personal. As our firm grows, we are intentionally building a strong... 
    Personal
    Full time
    Work at office

    RFG Advisory, LLC

    Santa Clarita, CA
    5 days ago
  • $23 - $28 per hour

     ...At U.S. Bank were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial...  ...it takes all of us to bring our shared ambition to life and each person is unique in their potential. A career with U.S. Bank gives you... 
    Full time
    Contract work
    Temporary work
    Local area

    U.S. Bank

    Valencia, CA
    13 days ago
  • $174.3k - $278.88k

     ...contributions truly matter. Where a hybrid schedule offers the perfect balance of in-person collaboration and remote flexibility, supporting a great work-life harmony. The of VP Commercial Lending Manages growth and quality of the Commercial Lending Department and associated... 
    Personal
    Work at office
    Remote work

    Logix Federal Credit Union

    Santa Clarita, CA
    1 day ago
  • Fifth Third Bank is recruiting for a Retail Personal Banker I through a 4-8 week onboarding program with rotations in operations and Sales & Service. The program culminates in a certification to qualify for the Retail Personal Banker job family. The role focuses on consultative... 
    Personal

    Fifth Third

    Mission Hills, CA
    5 days ago
  • $23 - $28 per hour

     ...At U.S. Bank were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial...  ...it takes all of us to bring our shared ambition to life and each person is unique in their potential. A career with U.S. Bank gives you... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Panorama City, CA
    13 days ago
  •  ...financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on...  ...environment. Ideal candidates have strong communication skills and a background in financial services or sales. #J-18808-Ljbffr Bank of America

    Bank of America

    San Fernando, CA
    4 days ago
  •  ...accounts. Daily and monthly reconciliation of corporate GL’s and bank accounts. Audit customer payments for accuracy, completeness...  ...Disclosure requirements pertaining to the collection of your personal data: Responsible for processing the information provided in... 
    Personal
    Work at office
    Flexible hours

    arvato Bertelsmann

    Valencia, CA
    4 days ago
  • $25 - $32 per hour

     ...high level in a fast-paced and team-oriented environment. ~ Ability to communicate effectively with customers by telephone and in person to sell company parts and other services. ~ Above-average organizational skills. Compensation: $25-32/hr (Depending on... 
    Temporary work
    Flexible hours

    Papé

    Valencia, CA
    4 days ago
  • $23 - $25 per hour

     ...exceptional customer experience while providing personal loan solutions. This position focuses on...  ....Approve loans up to established lending limits and complete loan closings.Handle...  ...documentation; operate cash drawer, process bank deposits, maintain records and balances and... 
    Personal
    Hourly pay
    Work at office

    Lendmark Financial Services LLC

    San Fernando, CA
    3 days ago
  • $50k - $250k

     .... We're a brokerage and correspondent lender, so you get real lending power and a wide range of options, but without the corporate bloat...  .... And the access goes all the way up: you can run a scenario personally with our president, CEO, regional managers, and VPs, leaders... 
    Personal
    Remote work

    Satori Mortgage

    Valencia, CA
    4 days ago
  •  ...Associate Financial Advisor BLA Private Wealth | Raymond James Ltd. Waterloo, Ontario | Full-Time | In Office About...  ...management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management, tax-efficient... 
    Full time
    Work at office

    Raymond James Financial Services

    Santa Clarita, CA
    1 day ago
  • $1,860 - $2,004 per week

     ...credentialing and privileging process Comprehensive benefits package including medical, dental, vision, and a 401(K) plan Your personal recruiter handles every detail, 24/7 Per week (based on a 40-hour week). Includes estimated taxable wages of $21.23 - $50.33... 
    Personal
    Hourly pay
    Full time
    Seasonal work
    Immediate start
    Shift work

    CompHealth

    Valencia, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking & Lending Advisor. Be the first to apply!