Client-Centric Banking Advisor
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Bank of America in Milpitas is seeking a front-line client advisor to engage customers in the lobby and guide them through self-service banking options. You will accurately process cash transactions and deepen conversations to uncover financial priorities, then connect clients to suitable solutions. The role emphasizes relationship building, client experience, and adherence to laws while supporting business goals and delivering exceptional service. #J-18808-Ljbffr
- Job Identification 210771217 Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 07/17/2026, 04:21 PM Job Schedule Full time Job... ...potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional...SuggestedFull timeLocal area
- ...a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act to deepen relationships with affluent and HNW clients, offering holistic financial solutions across banking, credit and investments. You will lead high-touch client engagements, coordinate with product specialists...Suggested
- Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate...Suggested
- ...Officer and service teams to manage a portfolio of high-value clients. The role emphasizes professionalism, client focus, and wealth... ...wallet share, and assess client needs to recommend appropriate banking, investment, and insurance products. A strong network and regulatory...Suggested
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...administrative support to Private Client Advisors within Wealth Management.Job... ...OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT...Suggested
- HSBC in the United States seeks a Wealth Relationship Manager to manage a portfolio of high net worth clients, delivering tailored banking, investment and insurance solutions in partnership with Wealth Relationship Officers and service teams. The role emphasizes client...
- ...seeking a Relationship Banker in San Jose, California, to enhance client relationships and provide excellent service. You will engage... ...their financial needs, and offer tailored solutions using advanced banking technology. The ideal candidate will have sales experience in...
- The Personal Banker at Fremont Bank delivers world-class service at every client interaction, recommending retail products and developing relationships to maximize growth. You will meet sales and referral objectives through outbound calling, prospecting, and collaborating...
- Fremont Bank is seeking a Sr. Relationship Banker in Fremont, CA. This role focuses on delivering exceptional service and expanding client relationships through effective sales techniques. You will be responsible for handling cash transactions, resolving client issues,...
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of... ...their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
- Fairygodboss seeks a Relationship Banker in Fremont, California. This role focuses on providing exceptional client service, utilizing the latest banking technologies to exceed client expectations. You will be responsible for managing client relationships and ensuring they...
- JPMorgan Chase & Co. in Fremont is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful banking solutions using Chase technology. You will meet clients in person and by phone, building lasting relationships...Weekend work
- Chase Private Client Banker in Branch Banking is the main point of contact for a select group of Chase's affluent clients, managing their complete banking relationship with an advice-based approach and connecting them to specialists for specialized needs. The role emphasizes...
- ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting... ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great...Work at officeFlexible hoursShift workWeekend workDay shift
$132.26k - $155.6k
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...Full timeWork experience placementLocal area- Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role...Weekend work
$180.27k - $220.33k
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... ...for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment...Local area$28.85 - $33.65 per hour
...FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common... ...Responsible Growth and delivering for our clients, teammates, communities, and shareholders... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...Senior Vice President, Senior Foreign Exchange Advisor About the Company Top-performing banking company Industry Banking Type Public Company... ...management solutions. This role involves proactive client engagement, business development, and the delivery of...
- ...Milpitas, CA is seeking a part-time Customer Service Associate to assist customers, identify needs, and guide them through digital banking options. You will collaborate with branch partners to grow customer relationships and deliver a seamless banking experience. The role...Part time
$70.35k - $205.8k
...reinvention, then look no further. We work at the heart of our clients' organizations so that no matter how complex the situation, no... ...world works and lives. Key responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and...Work experience placementLive inWork at officeLocal area$110k
...Enterprise Risk Manager Our client is seeking to fill a Enterprise Risk Manager role in the San Jose, CA area. The position is responsible... ...for managing and monitoring risk exposure derived from all banking and financial services activities. This position comes with a...- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Work at officeShift workDay shift
$250k
...United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment Counselor... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships...Full timeLocal area$100k - $140k
...Job Description A $2.3 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond.We are a highly... ...tailored financial solutions. We are advocates for our clients and specialize in providing innovative banking products and supportive...Full timeWork at officeRemote work$250k
...*Responsibilities:*** The position entails growing the existing client business, along with an acquisition strategy for UHNW target names... ...and in line with the fundamental interests of the Private Bank.* Help team members acquire the experience to establish credibility...Full time- ...contact with them/convert prospects into clients. Demonstrate an in-depth understanding... ...financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...-term connections to the Citi Private Bank. Effectively manage client...
- Manager - Banking Risk Management Consulting BDO Luxembourg is looking for a Manager in Banking Risk Management Consulting. BDO Luxembourg... ...Outsourcing. At BDO Luxembourg, our mission is to provide our clients with the expertise of our global network tailored to the unique...Work at officeWork from homeFlexible hours
$19.28 - $28.89 per hour
About the Role As a Block Advisors Accounting Specialist, you will play a crucial role in... ...maintaining accurate financial records for our clients. You will support account managers by... ...statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping...Minimum wageTemporary workWork experience placementWork at officeLocal area$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan... ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment...Temporary workMonday to FridayShift workDay shift
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