Premier Relationship Banker - Laguna Hills, CA
$35.05 - $42.83 per hourU.S. Bank
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe 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 a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Premier Relationship Banker completes all duties of a Relationship Banker; building relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Premier Relationship Bankers are also responsible for originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch. In addition to the Relationship Banker duties, Premier Relationship Bankers hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Relationship Banker. Premier Relationship Bankers must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7) and Series 63 (or Series 66) registrations. Position is defined as a referral only registered representative. Required Qualifications National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record Securities Industry Essentials (SIE), Series 6, and Series 63 High school diploma or equivalent Five or more years of job related, retail banking experience or a combination of experience and commensurate training Hire is contingent upon an approved FINRA background check Desired Qualifications Passion, commitment and drive to deliver an experience that improves our clients’ financial lives Effective and confident client communication Proven ability to learn and adapt to new information and technology platforms Experience in financial services and knowledge of financial services industry, products and solutions Active listening and excellent problem-solving skills Ability to teach customers how to use digital technology Location expectations This role requires working from a U.S. Bank location for all scheduled work days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. E‑Verify U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories. The E‑Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. Pay Range: $35.05 - 42.83 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. Equal Opportunity Statement U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. #J-18808-Ljbffr U.S. Bank
$20 - $25.77 per hour
...all from Day One. Job Description Client Relationship Consultants build relationships with customers... ...about new Client Consultant jobs in Laguna Hills, CA . Related Opportunities Client Relationship Consultant 3 (Banker) - Newport Coast Pavilions - Newport Beach,...SuggestedTemporary workPart timeLocal area$25 per hour
...fact, most of our recruiters are former bankers or accountants themselves! We know how... ...fill a Universal Banker role in the Laguna Beach, CA market. The successful candidate will... ...functions while maintaining positive relationships with coworkers and customers. The position...SuggestedWork at office- U.S. Bank is seeking a Premier Relationship Banker to build strong client relationships through in-person, appointment, and virtual interactions. You will assess banking needs, educate clients on deposits and loans, and offer digital banking solutions while maintaining...Suggested
$23 - $28 per hour
...of your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers engaging them via multiple channels including in-person by appointment and virtually...SuggestedContract workTemporary workPart timeLocal area- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...SuggestedImmediate startAfternoon shift
$28 - $32 per hour
...About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting... ...: Grow your skills with our tailored premier banker programs. Career Growth:... ...901 Von Karman Avenue Suite 200 Irvine CA 92614 Our Benefits: We are proud...Weekend work- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo... ...; Laguna Niguel, California; Laguna Hills, California; Dana Point, California **To proceed...Work at officeFlexible hoursShift workWeekend workDay shift
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- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...Private Mortgage Banking Sales functional area Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$50k - $100k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...Contract workPart timeLocal areaImmediate startDay shift$22 - $28 per hour
...About the Role: The Personal Banker is responsible for delivering... ...new and expand existing relationships with clients by asking questions... ...skills with our tailored premier banker programs. Career Growth... ...Street, Suite 150 Irvine CA 92614 Our Benefits: We are...Full timeLocal areaImmediate start- ...engaging clients in the lobby, educating them on self-service channels, and accurately processing cash transactions while building relationships to meet financial goals. Candidates should demonstrate strong customer focus, problem solving, and the ability to work weekends...RelocationWeekend work
- Orange County's Federal Credit Union seeks a Relationship Banker in Mission Viejo to blend service, sales and problem-solving for members navigating their finances. You will handle teller transactions, open new accounts, and guide consumer loan applications with a consultative...
$47.84k - $56.16k
...Build Relationships. Build Futures. Build Your Career. Mandarin or Spanish Fluency Preferred At Orange County’s Federal Credit Union... ...meaningful, impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payFull timeWeekday work$27.02 - $39.18 per hour
...to join our exceptional team. Personal Banker (Member Service Representative III)... ...credit union products and services to build relationships. Processes transactions in areas of savings... ...License required ~ Participation in the CA DMV pull program may be required...$21.47 - $29 per hour
...service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-... ...motivated individual to fill the position of a Universal Banker at our Laguna Woods, CA branch! Customer Service experience is a MUST...Hourly payFull time$21.47 - $29 per hour
...Universal Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Laguna Woods, CA branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience...Hourly payFull time- ...Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding...Flexible hours
- A leading talent acquisition firm seeks a Universal Banker in Laguna Beach, CA. The role involves managing customer accounts, processing transactions, and maintaining positive relations with clients. Successful candidates will have a high school diploma and two years of...
$45k - $75k
...Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject...Full time- A leading financial services organization in Laguna Beach is seeking dedicated financial representatives to help individuals achieve their financial goals through tailored plans and guidance. Ideal candidates are integrity-driven, team-oriented, and committed to community...
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- Citi in Aliso Viejo, CA is seeking an entry-level Universal Banker to support sales, service, and relationship-building with individual consumer clients. You will assist in account openings, handle transactions, and help resolve service issues while promoting Citi products...Part time
- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- ...sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage... ...loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past...Hourly payMinimum wageFull timeWork experience placementBank staffWork at officeImmediate start
$97k - $192k
Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative...Work at officeLocal areaWork from homeFlexible hours- Chase in Laguna Beach, CA is seeking a Part Time Associate Banker (30 hours) to deliver friendly, attentive service and help clients with everyday banking needs. You will greet clients, process transactions, open accounts, promote digital tools, and collaborate with a...Part timeRemote work
- ...Paraplanner | Cooper McManus Wealth Management Irvine, CA | Full-Time | On-Site Cooper McManus is an established, flourishing wealth management firm managing over $2.5B in assets for high-net worth individuals, families, and clients navigating complex...Full time
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