Personal Banking Advisor
Hispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement is seeking a financial services consultant to deliver exceptional service to customers at BMO in Larkspur, California. This role involves collaborating with partners to enhance customer relations, providing advice on banking services, and executing seamless transactions. The ideal candidate will have 1-2 years of relevant experience, strong interpersonal skills, and a commitment to helping customers achieve their financial goals. This position offers various benefits, including health insurance and retirement savings plans. #J-18808-Ljbffr
- Bank of Montreal in California is seeking a customer‑focused professional to deliver exceptional service, identify customer needs, and advise on financial solutions that fit each situation. Bilingual in English and Spanish preferred. You will collaborate with branch teams...Personal
- ...financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate...PersonalWork experience placement
$87.61k - $124.85k
...deposits as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through... ...ensure retention and growth of existing relationships. # Manage personal sales efforts that meet or exceed Department goals with a...Personal$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch... ..., building relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations,...PersonalWork experience placementFlexible hours$25 - $26.77 per hour
Bank of America is seeking an enthusiastic individual for a client-facing role in Novato, California, aimed at improving clients' financial lives through direct engagement and education. Responsibilities include assisting clients with transactions and building strong relationships...PersonalHourly pay- ...Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients... ...should have a Bachelor’s degree and relevant experience in banking or sales. The position includes responsibilities such as building...Personal
$61.28k - $85.52k
...A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and... ...should have a Bachelor's degree and preferably some experience in banking or sales. The salary range is $61,280.00 - $85,520.00, with...Personal$70.3k - $73.98k
...Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people... ...purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS: The...PersonalFull timeWork experience placement- Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales... ...Candidates should have 0-2 years of experience, preferably in banking or retail, and possess strong communication skills. A Bachelor'...Personal
$250k
...Personal Banker SAFE Act, San Pablo | Richmond | Albany Area, Officer Discover your future at Citi. Working at Citi is far more than... ...Qualifications ~0-2 years of relevant experience ~ Previous banking, retail, or sales experience preferred ~ Knowledge of Smart...Personal$250k
For additional information, please review .The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...*Qualifications:*** 0-2 years of relevant experience* Previous banking, retail, or sales experience preferred* Knowledge of Smart...PersonalFull time- ...Financial Solutions Advisor Registration Candidate- North Bay Market San Rafael, California... ...18 years of age. Acknowledge ( Bank of America employees are required to... ...licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials...Work at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...long‑term financial goals by building a financial plan with brokerage products including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies that align with client financial goals and needs. Triages...Temporary workMonday to FridayShift workDay shift- ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your... ...lending and proven sales experience in retail banking ~ Knowledge of real estate market in... ...range of financial services, including personal banking, credit cards, mortgages, auto financing...PersonalWork experience placementLocal areaImmediate startRelocation
$25 - $26.77 per hour
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Madera, California. This role focuses on managing and enhancing relationships with affluent clients, ensuring they receive exceptional banking services tailored to their needs. Responsibilities include acquiring new clients, advising on banking services, and collaborating...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Corte Madera, California, to manage banking relationships for affluent clients. You will be the primary point of contact, helping clients with financial needs and ensuring compliance with regulations. Successful...Flexible hours
- ...Financial Solutions Advisor - Novato Financial Center Novato, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$148.83k - $183k
...Role Overview As an Associate Director of Preferred and Small Business Banking, you'll be responsible for leading the banks in‑person client‑facing branch sales and service teams across a regional geography (between 5‑8 locations) to achieve performance and productivity...$70k - $80k
...long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investments strategies that align with client financial goals and needs....Temporary workMonday to FridayShift workDay shift- ...the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$43.1k - $58.3k
...07/27/2026 Address: 494 Magnolia Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish preferred. Responsibilities... ...opportunities to grow customers’ relationships with BMO beyond personal banking. Welcomes customers, offers digital and self‑serve...PersonalLocal areaFlexible hours$24 - $31 per hour
...Knowledge, Skills and Abilities Knowledge of financial institution products and services, including loans. Thorough knowledge of personal computers with internet/intranet access and office equipment operation. Skilled in counting and balancing cash. Skilled in the...PersonalHourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift- Warby Parker is searching for a well‑rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers... ...provides a summary of how we collect, use, disclose, and share personal information about you and explain your rights under the...PersonalHourly payFull timeTemporary workPart timeWork at officeLocal areaImmediate start
$43.1k - $58.3k
...Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and...PersonalPart timeLocal areaDay shift- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’... ...for their needs. Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
- ...in Tiburon, California, to manage relationships with affluent clients. You will actively acquire new clients and provide tailored banking services, ensuring compliance with laws and regulations. The ideal candidate has experience in financial services, strong communication...Flexible hours
$16.9 per hour
...procedures, as necessary. Maintains regular and consistent in-person attendance. Greets customers that enter in the store and... ...from applicants and would never ask them to submit their personal banking information to apply for an open job. If you are contacted by...PersonalFull timePart timeLocal areaRemote workFlexible hours- ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... ...pursue the life they envision through a personal relationship with their advisory team committed...PersonalSeasonal workWork at officeWork from homeShift workDay shift
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