Relationship Banker & Lending Advisor
BMO U.S.
BMO Financial Group in Los Angeles area seeks a customer-focused professional to deliver personalized financial solutions and guidance across everyday banking, lending and investments. You will engage customers, assess needs, and build relationships while collaborating with branch teams to meet business objectives. The role emphasizes compliant lending practices, risk awareness, and delivering a high-quality customer experience in a dynamic banking environment. #J-18808-Ljbffr BMO U.S.
- JPMorganChase is seeking a Senior Home Lending Advisor in Santa Monica, California. In this role, you will serve as the key contact for customers throughout the loan process, ensuring compliance with all regulatory requirements while marketing Chase's financial products...Suggested
- California Bank & Trust seeks a Relationship Banker in its Alhambra, CA branch to grow client relationships and identify lending opportunities in commercial banking. You will analyze client needs, offer deposit and credit solutions, and negotiate loan terms as part of...Suggested
- ...identify needs, propose tailored financial solutions, and guide clients through digital and traditional banking channels while ensuring compliance and quality assurance. This role emphasizes relationship-building and risk-aware lending practices. #J-18808-Ljbffr BMO U.S.Suggested
$70k - $200k
...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...High-Net Worth clients, including a Wealth Relationship Manager and field experts such as... ...Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across...SuggestedFull timeWork at office- ...Banking Sales & Service in Rosemead, CA. You will identify customer needs, advise on financial solutions, and engage in proactive relationship-building across branches and channels. You will deliver personalized service, process transactions, and ensure compliance with...Suggested
$200k - $225k
Description The best advisors are more than portfolio managers —... ...own and grow a book of client relationships, delivering personalized... ...alternative investments, and lending solutions, in line with firm... ...attorneys, CPAs, investment bankers, and other intermediaries —...Work at office- U.S. Bank in the United States is seeking a Relationship Banker to build trusted client relationships by meeting face to face, assessing banking needs, and guiding customers through deposit and loan options. You will open accounts, process transactions, promote digital...
- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for... ...new business and expand CNB's client relationships through the sale of mortgage loan products... ..., trade organizations, financial advisors) that fit within the banks overarching...Work at officeRemote work
- Bank of America in Hawthorne, CA, seeks a customer-focused banker to greet clients and guide them through self-service options. The... ...accurate cash handling, client education, and building lasting relationships with customers. You will process transactions, identify client...Shift workWeekend work
- Bank of America in California seeks a Customer Service Banker to assist clients in-branch with transactions, educate on mobile and... ...customers to suitable solutions. The role emphasizes building relationships, following compliance, and delivering a positive client experience...Weekend work
$50k - $100k
...and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves...Contract workPart timeLocal areaImmediate startDay shift$50k - $100k
...and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker - Bilingual Korean Required - Hollywood area Hollywood, California;Hollywood, California; West Hollywood, California... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Work at officeShift workWeekend workDay shift
$150k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided... ...in commercial and commercial real estate lending, risk management, and credit quality oversight. You'll serve as a trusted advisor—originating and expanding loans, cross-...Work experience placementWork at officeFlexible hours- ...Relationship Banker - Bilingual Korean Required - Hollywood area Hollywood, California;Hollywood, California; West Hollywood, California; Los... ...and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments...Work at officeShift workWeekend workDay shift
$25 - $27.88 per hour
...bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established... ...knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments...Hourly payWork at officeWeekend workDay shift$22 - $25 per hour
...maintain frequent customer contact to expand relationships and ensure customer retention. Maintain... ...as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders... ...by applicable law. Relationship Banker II (Administrative) People Drive Our Success...Full timeFlexible hoursWeekend work$21.35 - $32.02 per hour
...ethical and fiscally responsible manner. What You’ll Do. As a Relationship Banker, you embrace SECU’s brand and deliver financial education to... ...experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II Member Advisor I/Relationship Banker...Hourly pay- ...financial needs and building long-term relationships based on trust. MassMutual Pacific offers... ...Opportunity We are seeking a motivated Financial Advisor who is ready to take the next step in... ...Advisor, Financial Professional, Banker, Registered Representative, Financial Consultant...
$120k - $300k
...West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent... ...primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary...Full timeLocal areaRemote work$100k
...existing skills and learn new ones“I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our Private... ..., you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build...Temporary workLocal areaFlexible hours- ...of America’s Merrill Wealth Management is hiring a Financial Advisor through the Advisor Development Program. You will work with high... ...a track record in investments or financial services, and the ability to build relationships with clients and partners. #J-18808-Ljbffr...
- ...advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle... ..., powered by Savvy's platform and resources Develop client relationships and your book of business with the support of AI-powered...Work at officeRemote work
- ...Financial Advisor Position at Edward JonesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...and professional development.Key responsibilities:Build relationships to create new clients via face-to-face and virtual sourcing strategies...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...Bank of America/Merrill Wealth Management is seeking a Financial Advisor through the Advisor Development Program to work with high-net-worth clients, building relationships, reviewing investment goals, and preparing recommendations. The program emphasizes leveraging technology...Work at office
- ...investment advisory solutions. Role Description The Financial Advisor role is a full-time, on-site position based in the Los Angeles... ...sound financial practices. You will also maintain strong client relationships and work collaboratively with other team members to deliver...Full timeWorldwide
$123k
...Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships in the financial services industry. We seek an individual who can develop effective, analytics‑based strategies, exhibit great listening and communication skills...- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- ...$100,000–$5 million Identify client needs and develop client relationships Review investment goals and financial objectives Prepare and deliver... ...KYC procedures to open accounts Serve as interim Financial Advisor and service client accounts Document client interactions and...Interim role
- ...EP Wealth Advisors in Los Angeles seeks a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies to individual clients. You will build long-term client relationships, understand goals, and tailor solutions across investments, retirement...
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