Solutions‑Focused Personal Banker | Hybrid Role
First Bank
First Bank is seeking a personable Client Service Associate to be the first point of contact for our clients. You will welcome clients and strengthen relationships through our client service model, delivering a full conversation to identify financial solutions and leveraging internal partnerships to acquire, expand and retain the client base. You will participate in sales-focused conversations, guide clients toward digital and self-serve banking options, and help manage branch operations with #J-18808-Ljbffr First Bank
- ...by managing and deepening virtual client relationships. This role focuses on delivering customized financial planning support and offers... ...We champion growth through education and collaboration, with a hybrid work approach that balances flexibility with in-office collaboration...SuggestedWork at office
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal... ...Branch. In this frontline role, you will build relationships... ...products, services, and solutions Drive branch growth by identifying... .... Employees support our focus on building strong customer...SuggestedWork experience placementFlexible hours- Citi is seeking an entry level Personal Banker in Walnut Creek, CA to support the customer service team and help execute sales, products... ...relationships and build loyalty among individual clients. The role focuses on assisting with small business and consumer banking needs,...Suggested
- Citigroup Inc. in Walnut Creek, CA seeks entry-level Personal Banker to support sales and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients. Responsibilities...Suggested
- About This Role In this role, you are the first point of contact... ...appropriate financial solutions. Leverage internal partnerships... ...of our associates and promote personal and professional development... ...At First Bank, we embrace a hybrid work environment which allows...SuggestedFor contractorsWork at officeRemote workFlexible hours
- ...America in Pleasant Hill, CA seeks a Financial Solutions Advisor Stage II to obtain securities... ...in a fast-paced financial center. The role emphasizes collaboration, adaptability, and... ...I to Stage II after demonstrated client focus and results. #J-18808-Ljbffr Jobtailor
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) Work as a Financial Solutions Advisor Stage I at... ..., Client Management, Customer and Client Focus, Portfolio Management, Prospecting, Referral... ..., education and skill set. This role is compensated with a base salary and is...Hourly payImmediate startMonday to FridayDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to provide comprehensive advice... ...in their financial centers. This role requires obtaining necessary securities licenses... ...will receive world-class training, focus on client solutions, and adapt to a fast-...
- ...You will process cash transactions accurately and connect clients to financial solutions that align with their goals. The role requires strong communication, problem‑solving, and a genuine focus on delivering an exceptional client experience while adhering to regulatory...
$170k - $210k
...Senior Wealth Advisor focuses on deepening relationships... ...of clients and propose solutions that fit each client's... ...Consultant (ChFC), Personal Financial Specialist (PFS... ...Friday.Working Conditions: Hybrid schedule with a... ...salary range for this role is based on factors including...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$28.85 - $33.65 per hour
..., while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Banking Specialist III -- Sales Focus This position, Banking Specialist III, may... ...names: New Accounts Representative, Personal Banker, Financial Service Representative, etc.... ...understanding their needs and providing solutions via the use of all appropriate product...Flexible hours
- ...Relationship Banker Concord, California To proceed with your... ...level of flexibility based on role-specific responsibilities and... ...priorities and connecting clients to solutions that meet the financial goals.... ...strong work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
- ...discretionary investment advisory solution built on trust, personalized service, and a fiduciary... ...decisions while helping them stay focused on long-term goals. This role is ideal for someone who... ...to make a lasting impact. Our Hybrid Work and Flexibility approach...Work at office
$27 - $30 per hour
...Branch Relationship Banker (Personal Banker) Associates at California... ...As a premier California-focused financial services company dedicated... ...personalized financial solutions, and bringing full-service banking... ...representative-oriented role preferred. Working knowledge...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$25 - $26.77 per hour
...appropriate level of flexibility based on role-specific responsibilities and business... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...with a strong work ethic and intense focus on results, acting in the best interest...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$93.9k - $218.2k
...Five9 is looking for a Solution Consultant to drive solution... ..., persistence, focus, and ability to execute... ...Work Location: This role is fully remote for candidates... ...offices, this role is Hybrid and would require 3 days... ...platform that offers personalized care and resources in areas...Temporary workWork at officeRemote workWork from homeWorldwideHome office3 days per week$25 - $26.77 per hour
...life priorities and connecting clients to solutions that meet the financial goals. Location... ...starter with a strong work ethic and intense focus on results, acting in the best interest... ...education and skill set. Benefits This role is currently benefits eligible. We...Hourly payWork at officeShift workWeekend workDay shift- ...is seeking a Branch Relationship Banker to provide exceptional, full-service... ...and existing clients. You will focus on relationship-building, helping... ...consumer lending, and financial solutions while delivering personalized service. The role emphasizes community engagement,...Local area
$25 - $26.77 per hour
Job Summary This role engages clients in the lobby to educate and assist with transactions... ..., and connecting them to appropriate solutions. Responsibilities Execute the bank's risk... ...starter with a strong work ethic and intense focus on results, acting in the best interest...Hourly payShift workWeekend workDay shift- ...seeking a Branch Relationship Banker (Personal Banker) to deliver a full-service banking experience focused on relationship-building. You... ...with tailored financial solutions while delivering exceptional... ...service across the branch. In this role you will host community...Local area
- ...Private Banker We are actively looking for exceptionally talented... ...advice, developing thoughtful solutions and delivering an exceptional... ...credit and banking concepts Focuses on the client experience and... ...salary determined based on the role, experience, skill set and location...Temporary workWork experience placementLocal area
- ...years of client-facing experience. Responsibilities include leading client meetings and providing tailored financial planning solutions. This role offers benefits such as full health insurance and retirement plans, ensuring a comprehensive and supportive work environment...
- ...support clients through complex decisions and long‑term goals. This role emphasizes relationship-building, clear communication, and ownership of client outcomes, with on‑site collaboration and a strong focus on in‑person work in specified #J-18808-Ljbffr Charles Schwab
- ...financial institution is seeking a Financial Solutions Advisor to guide clients in achieving their financial goals. This role emphasizes professional development through extensive... ...excellent communication skills and a client-focused mindset to thrive in a dynamic environment....
$70k - $80k
...bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies that align with client... ...Management; Client Experience; Branding; Customer and Client Focus; Oral Communications; Issue Management; Client Solutions...Temporary workRelocationMonday to Friday$43.68k - $69.9k
...intended to become a Retail Personal Banker I after completing a 4-8 week... ...to successfully perform a role within the Retail Personal Banker... ...a Financial Center position focused on using the consultative... ...and recommend appropriate solutions using our value proposition....Work experience placementWork at office- ...appropriate level of flexibility based on role-specific responsibilities and business... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...Experience Branding • Customer and Client Focus • Oral Communications • Issue...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Retail Personal Banker I Selected candidates are intended to become a Retail... ...to successfully perform a role within the Retail Personal... ...a Financial Center position focused on using the consultative sales... ...and recommend appropriate solutions using our value proposition....Work experience placementWork at office
- ...comprehensive financial planning and customized solutions. You will triage client leads, refer to... ...include Series 7 and 66 (63/65 as substitute). The role emphasizes relationship-building, compliance, and a strong client focus in a fast-paced environment. #J-18808-Ljbffr...
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