Senior Personal Banker & Wealth Client Advisor
$64.17k - $102.81kNorthern Trust
Northern Trust is seeking a Senior Personal Banker in Montecito, California. The role requires delivering exceptional client service through various banking products and executing account servicing activities. Candidates should have a background in banking operations, strong analytical skills, and the ability to communicate effectively. This is an office-based position that involves mentoring other Personal Bankers and maintaining compliance with banking guidelines. The position offers a salary range of $64,170 - 102,810 USD and a comprehensive benefits package. #J-18808-Ljbffr
- ...Northern Trust Corp is seeking a Senior Personal Banker located in Montecito, CA. You will provide exceptional client service, managing a full range of banking products and services while executing administrative activities for client accounts. The role requires 3–5 years...Senior
- ...Bank of Montreal is seeking a seasoned professional to manage a portfolio of client relationships through advisory-based sales. The role requires expertise in wealth management, along with a client-centric approach to delivering customized financial solutions. Responsibilities...Senior
- ## Sr Personal BankerApplylocations: Montecito, CAtime type: Full... ...world’s most sophisticated clients using leading technology and exceptional service.**Senior Personal Banker**Delivers an exceptional client... ...continuous improvement of Wealth Management processes.**Key Responsibilities...SeniorWork experience placementWork at officeFlexible hours
$102k - $190k
...for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, delivering integrated wealth management solutions that combine banking, credit,... ...execution of transactions and requests. Make recommendations to senior leaders on strategy and new initiatives. Act as subject‑...Suggested$43.1k - $58.3k
BMO U.S. is seeking a customer-focused individual to join their team in Larkspur, California. In this role, you will deliver exceptional service, identify customer needs, and guide them through banking solutions. Experience in consultative sales or customer service and...Suggested$66.56k - $80k
...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 LPL Financial. Rated in Forbes as one of America’s...Work at officeLocal area- JPMorgan Chase & Co. in California is seeking a Private Client Banker in Branch Banking to manage affluent clients' complete banking relationships. Your role includes generating growth through excellent service and a proactive approach to client relationships. Required...
- A leading financial institution is seeking a Private Client Banker in Novato, California. This role focuses on managing banking relationships for affluent clients, ensuring exceptional service tailored to individual financial needs. Candidates should have at least 1 year...
$104k - $168k
...Senior Wealth Management Banking Specialist (SAFE) At Wells Fargo,... ...affluent and high net worth client relationship portfolio in lending... ...internal teams (Financial Advisors, etc.) to ensure clients are... ...outside activities and/or personal investing; affected employees...SeniorWork experience placementWork at officeImmediate start$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. The role involves assisting in executing sales... ...responsibilities include managing small business credit requests, providing client services, and coaching branch staff. Candidates should have 0...- ...takes all of us to bring our shared ambition to life, and each person is unique in their potential. Job Description Build and maintain... ...customer and account information. Demonstrate and educate clients on available deposit and loan products and services, recommending...Temporary work
$30.61 - $41.31 per hour
...Client Services Officer Bank of Marin, voted by our employees as one of the "Best Places... ...a Client Services Officer to join our Wealth Management and Trust Services team at our... ...fees – monthly, quarterly and fees paid to Advisors. ~ Preparation of quarterly/annual Call...Work experience placementBank staff$45.9k - $75.9k
...Retail Relationship Banker Join us in building something new. This Retail Relationship... ...locations, shape team culture, and drive client growth from day one. We're looking for individuals... .... Makes credit recommendations for personal lending transactions, including home...Part timeLocal areaImmediate startDay shift- • Provide exceptional customer service to all Member-clients. • Call Members referred to the Wealth Management department by Branches, Member Service Center, and other RCU partners to set an appointment for a meeting. • Make and receive calls from clients assisting with...Work at office
$88.8k - $165.6k
Bank of Montreal is looking for a Credit Analyst in San Rafael, California. The role involves analyzing credit information to support lending decisions and managing relationships within an assigned portfolio. The ideal candidate will have 5-7 years of relevant experience...Senior- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...diversity Build a book of business and deliver personalized investment solutions to your clients by... ...skills At least 2 years in a Financial Advisor role or equivalent financial services...
- ...Senior Hospice Sales Executive Excellent Full Benefits Package, Industry Leading Compensation Package (Base Salary + Bonus Structure) and much more! 2+ years, recent hospice sales experience only. Local candidates only, with extensive market knowledge. Stable work history...SeniorTemporary workLocal area
- 00002 Citibank, N.A. in San Pablo, California, is seeking an entry-level Personal Banker to join their Consumer Sales team. This role is responsible for building customer relationships, assisting with sales and services, and cross-selling banking products while complying...
$250k
...The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, products or service activities... ...loyalty and to help increase sales to individual consumer clients. Responsibilities Work with business credit requests less than...Full time$250k
...For additional information, please review .The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...build loyalty and to help increase sales to individual consumer clients. **Responsibilities:*** Work with business credit requests...Full time- Quality Talent Group is seeking bankers to join a prestigious financial services client in California. This role involves building strong relationships with customers, assisting with account openings, and educating them on digital banking tools. The ideal candidate should...
- Quality Talent Group is seeking bankers to join a leading bank's Consumer, Small, and Business Banking division in San Anselmo, California. This full-time or part-time role offers a chance to build strong customer relationships and assist with various banking products....Full timePart time
$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 service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some...- Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales,... ...credit requests, building referral opportunities, and providing client services. Candidates should have 0-2 years of experience,...
$45.9k - $75.9k
...something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion... ...locations, shape team culture, and drive client growth from day one. We’re looking for... .... Makes credit recommendations for personal lending transactions, including home financing...Contract workPart timeLocal areaImmediate startDay shift- Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting in executing sales, and collaborating with the customer service team. Ideal candidates should have a Bachelor’s degree and...
$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 operation...Hourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift- ...we have an enthusiasm for helping our clients, taking care of our employees,... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...Build a book of business and deliver personalized investment solutions to your clients...
- Bank of America in El Cerrito, California is seeking a Financial Solutions Advisor Stage I (FSA I) to build and manage client relationships while guiding clients through comprehensive financial planning. The role involves obtaining necessary industry licenses and advising...Hourly pay
$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. This role involves assisting in sales, building customer loyalty, and delivering client services. Responsibilities include managing business credit requests, collaborating with...
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