Relationship Banker: Build Clients' Financial Futures
Bank of America ATM
Bank of America in Santa Clarita seeks an enthusiastic individual to engage clients in the lobby, assisting them with transactions through various self-service resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess a High School Diploma or equivalent, with a passion for delivering better financial lives for clients. The position requires working 40 hours per week in a first shift schedule. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker: Build Clients' Financial Futures in Santa Clarita, CA vacancy
- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based... ...and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits including...Financial
- ...memorable experiences for our clients and employees, making them... ...valued, and understood. We build lasting relationships by doing the right thing,... ...inclusion. As a Private Client Banker in a Chase Branch, you will... ...solutions and cutting‑edge financial technology combined with...FinancialAfternoon shift
- ...About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities and shareholders every... ...culture and strive for operational excellence Build relationships with clients to meet financial needs...FinancialShift workWeekend workDay shift
Bank of America
Santa Clarita, CA1 day ago - ...Relationship Banker Valencia, California;Canyon Country, California To... ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...the opportunity to succeed, build a career and contribute to our...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Valencia, CA5 days ago - Bank of America in San Fernando, CA is seeking a motivated individual for a client engagement role. Responsibilities include assisting clients with transactions and managing financial center operations. The ideal candidate will possess a strong work ethic, effective communication...FinancialHourly pay
- Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community,...Financial
- A leading financial institution in California seeks a Financial Solutions Advisor Registration... ...to develop skills for advising clients on financial solutions. You will... ...for obtaining necessary licenses while building client relationships in a collaborative environment. Ideal...Financial
$70k - $80k
Bank of America seeks a Financial Advisor in Santa Clarita to provide tailored advice and solutions to clients for their financial goals. Responsibilities include triaging client leads, reviewing financial plans, and recommending brokerage products. The ideal candidate...FinancialFull time$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain... ...training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to provide comprehensive...FinancialHourly payMonday to Friday$25 - $26.77 per hour
...Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting... ...risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines...FinancialHourly payShift workWeekend workDay shift$25 - $26.77 per hour
...Bank Of America Financial Center Representative Bank of America,... ...Growth and delivering for our clients, teammates, communities, and... ...At Bank of America, you can build a successful career with opportunities... ...excellence Builds relationships with clients to meet financial...FinancialHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...memorable experiences for our clients and employees, making them... ...valued, and understood. We build lasting relationships by doing the right thing,... ...inclusion. As a Relationship Banker in a Chase Branch, you will... ...solutions and cutting-edge financial technology combined with...FinancialImmediate startAfternoon shift
$32.5 - $36 per hour
...customers to achieve positive financial outcomes while... ...in growing TurboTax’s client base within the local... ...establishing long-term relationships and driving customer loyalty... ...to empower you in building a thriving business... ...refunds, and provide future tax planning advice....FinancialSeasonal workLocal area- Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and managing relationships with affluent clients. Responsibilities include providing excellent service, educating clients on digital banking...
$25.5 - $28.5 per hour
...customers to achieve positive financial outcomes while... ...in growing TurboTax’s client base within the local... ...establishing long-term relationships and driving customer loyalty... ...to empower you in building a thriving business... ...refunds, and provide future tax planning advice....FinancialSeasonal workLocal areaFlexible hoursAfternoon shiftIntuit
Newhall, CA16 hours ago- Thrivent in Santa Clarita is seeking a committed financial advisor to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their...Financial
$120.56k
...Exciting Opportunity- Financial Services Professional Do you embody the following traits... ...throughout the country. • Assist clients by providing peace of mind while guiding... ...communication skills and the ability to build relationships are crucial attributes required for...FinancialFull timeContract workNew York Life Insurance Company
Santa Clarita, CA16 hours 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...Financial
$50k - $150k
...Financial Advisor Foundation Risk Partners, one of the fastest growing... ...continuously prospecting for new clients Analyze client financial information... ...sales & marketing strategies Build and maintain strong, long-term client relationships to support retention and growth...FinancialWork at officeLocal areaFoundation Risk Partners
Valencia, CA3 days ago$70k - $80k
Bank of America in Santa Clarita is seeking a financial advisor to provide customized solutions to clients, focusing on their financial goals. Responsibilities include triaging client requests, building financial plans, and recommending investment products. The successful...Financial- ...Associate Financial Advisor IFS – Perth, ON At Raymond James, we develop, we collaborate... ...driven investment professional who is client-focused, detail-oriented, and committed... ...encourage disciplined investment behaviour. • Build, monitor, and rebalance customized...FinancialWork at office
Raymond James Financial Services
Santa Clarita, CA4 days ago - ...Launch your financial services career with an organization that positively impacts... ...across the country, we pioneer bright futures in the communities we serve. About... ...livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and...FinancialLocal area
Modern Woodmen
Santa Clarita, CA1 day ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...and Wealth Management Client Associates help clients pursue... ...envision through a personal relationship with their advisory team... ...growth Proven relationship building and business development skills...FinancialWork at officeShift workDay shift
Bank of America
Santa Clarita, CA2 days ago - Northern Stars Financial Services in Santa Clarita, CA, is expanding... ...environment where top performers can build a long-term career while... ...protect their financial futures. Daily, you will prospect 25+... ...one, you’ll focus on servicing clients and generating referrals, with...Financial
$40 - $55 per hour
...recently implemented NetSuite Financials and are growing quickly,... ...saved searches and dashboards: building and maintaining saved searches... ...accounting firm serving corporate clients or at an operating company.... ..., investor reporting, and future growth initiatives. #J-18808-...FinancialHourly payContract workPart timeFor contractorsWork at officeFlexible hoursAuzo Inc.
Santa Clarita, CA4 days ago- A financial services company in Santa Clarita seeks a Client Service Associate to provide exceptional service and support to Financial Advisors and their clients... .... Responsibilities include managing client relationships, executing transactions, and educating clients on...Financial
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - your journey starts with obtaining Securities Industry licenses... ...dedicated training and coaching. You will acquire, build, and manage client relationships, deliver client reviews and presentations, and collaborate...FinancialHourly payMonday to FridayShift workDay shift$32.5 - $36 per hour
...customers to achieve positive financial outcomes while... ...in growing TurboTax’s client base within the local... ...establishing long-term relationships and driving customer loyalty... ...to empower you in building a thriving business... ...refunds, and provide future tax planning advice....FinancialSeasonal workLocal areaFlexible hoursAfternoon shiftIntuit
Newhall, CA2 days ago$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...financial and investment goals, building a financial plan, and recommending... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others...FinancialTemporary workMonday to Friday- ...General Summary The Financial Service Representative (FSR) is based in a branch. This position... ...Experience: Develops member relationships by providing high-quality sales and... ...and new member relationships expanded client base thru business development, on-sites...FinancialHourly payWork at office
California Credit Union
Valencia, CA16 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Build Clients' Financial Futures. Be the first to apply!
