Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Solutions Advisor - Banking & Relationships

$25 - $27.88 per hour

Bank of America

A leading financial institution in California is seeking a motivated Client Engagement Associate to assist clients with transactions and provide financial solutions. This role involves engaging clients, processing cash transactions, and building relationships to meet their financial goals. Applicants should have strong communication skills, adaptability, and ideally experience in financial services. The position offers a competitive pay range of $25.00 - $27.88 hourly, with benefits and opportunities for growth. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Solutions Advisor - Banking & Relationships in San Diego, CA vacancy
  • Bank of America in California is seeking a client-facing Banking Associate to deliver personalized financial solutions, manage client relationships, and support cash handling and daily center operations. You will train at a financial center and may move within a reasonable... 
    Suggested
    Weekend work

    Bank of America

    Bonita, CA
    3 days ago
  • Chase is seeking a Relationship Banker to deliver exceptional service in...  ...branch setting, building lasting client relationships and providing tailored financial solutions. You will engage clients in...  ...Required are sales experience in banking, strong communication, and... 
    Suggested

    Fairygodboss

    San Diego, CA
    2 days ago
  • JPMorganChase in San Diego seeks a Private Client Banker to serve a select group of affluent clients, managing their banking relationships and delivering tailored financial solutions. You will grow client balances, solicit referrals, and work with a team of specialists... 
    Suggested

    JPMorganChase

    San Diego, CA
    9 hours ago
  • $30.9 - $37.76 per hour

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses...  ...at—all from Day One. Job Description Client Relationship Consultants build relationships with...  ...products and services, and recommending solutions based on each customer’s unique goals and... 
    Suggested
    Temporary work
    Local area

    Us Bank

    San Diego, CA
    3 days ago
  • JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage banking relationships for affluent clients and drive growth through...  ...partner with Specialists to provide tailored financial solutions, while ensuring compliance and offering convenient, self... 
    Suggested

    JPMorgan Chase & Co.

    Spring Valley, CA
    2 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm...  ...of our employees, building relationships, and delivering extraordinary...  ...to offer the best investment solutions to meet their financial needs...  ...success and the goals of the bank, while fostering a culture... 

    Chase

    La Jolla, CA
    9 hours ago
  • $21 per hour

     ...in your community access the financial solutions they need—right when they need it the most...  ...with customers to cultivate lasting relationships that drive repeat business. ~ Review...  ...of Brands will never ask you for banking or other payment information at any point... 
    Hourly pay
    Full time
    Temporary work
    Casual work
    Work at office
    Local area

    Community Choice Financial Family of Brands

    San Diego, CA
    4 days ago
  • Bank of America seeks a Financial Center Client Advocate to be the first contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen client relationships via platform services and support self-service transactions... 

    Bank of America

    El Cajon, CA
    2 days ago
  •  ...high renewal rates. Collaborates with Client Service to analyze renewal business and...  ...message or group chat; does not request banking or credit card information during the interview...  ...involving any aspect of the employment relationship such as hiring, compensation and... 
    Flexible hours

    Trucordia

    San Diego, CA
    9 hours ago
  • Bank of America is seeking a Treasury Sales Officer to drive revenue growth and deepen client relationships across a Middle Market portfolio. You will collaborate with Relationship Bankers...  ...teams to deliver customized treasury solutions and lead strategic client... 

    Bank of America

    San Diego, CA
    3 days ago
  • $169.41k - $200k

     ...expansion of existing business relationships and the delivery of the...  ...skills to turn prospects into clients and to expand business of existing...  ...-centric treasury management solutions, and provide consultative...  ...Relationship Managers.Represent the Bank in the local and regional... 
    Full time
    Local area

    Western Alliance Bancorporation

    San Diego, CA
    19 hours ago
  •  ...Commercial & Corporate Banking | San Diego This is a client-facing Treasury Management...  ...will act as a trusted advisor to sophisticated clients...  ...ll partner closely with Relationship Managers to win new business...  ...complex treasury solutions for middle-market, corporate... 

    MRISpokane

    San Diego, CA
    9 days ago
  • $100k - $275k

     ...Job Description: At Bank of America, we are guided...  ...delivering for our clients, teammates, communities...  ...clients, deepening client relationships, and building upon an...  ...as their trusted advisor, providing integrated...  ...for and closes business Solutions oriented; sales and financial... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    San Diego, CA
    3 days ago
  • Overview Bank of America is committed to an in-office culture with role-specific...  ...grow, and make an impact in treasury solutions for clients globally. Join us to help turn technology...  ...million to $2 billion. Partners with Relationship Bankers, GPS Product Specialists and others... 
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Diego, CA
    3 days ago
  • $100k - $180k

     ...About the Role: Our Private Client Advisor will work with the high and...  ..., and fiduciary relationships, often providing client leadership...  ...knowledge of investments, banking, wealth and estate planning...  ...strategies to provide education and solutions to provide value based on a... 
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Diego, CA
    1 day ago
  • $17.7 - $24.87 per hour

     ...opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner...  ...estate agents, referral partners, past clients and/or recruits with the goal of setting...  ...mind; establish and maintain effective relationships with customers and gain their trust and... 
    Minimum wage
    Work at office
    Local area

    Guild Mortgage

    San Diego, CA
    3 days ago
  • American Business Bank in San Diego seeks an organized administrative assistant to support the relationship management team and manage day-to-day regional operations. You will handle word processing, file maintenance, data preparation and analysis on account holders, while... 

    American Business Bank

    San Diego, CA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in San Diego to provide comprehensive financial planning...  ...families. The role emphasizes building client relationships and delivering personalized investment solutions. Ideal candidates will possess at least 2 years... 

    JPMorgan Chase & Co.

    San Diego, CA
    2 days ago
  • $70.32k

     ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...offer the best investment solutions to meet their financial...  .... As a Private Client Advisor in Chase Wealth Management...  ...and the goals of the bank, while fostering a culture... 

    Fairygodboss

    San Diego, CA
    1 day ago
  •  ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...offer the best investment solutions to meet their financial...  .... As a Private Client Advisor in Chase Wealth Management...  ...and the goals of the bank, while fostering a culture... 

    JPMorgan Chase & Co.

    San Diego, CA
    3 days ago
  • $22.5 - $28 per hour

     ...Axos Bank Job Posting Target Range: $22.50/hr. - $28.00/hr. Actual starting pay will...  ...exceptional service to commercial lending clients and business partners. In this position,...  ...research customer requests, explore alternative solutions to ensure successful resolution, and... 
    Work at office
    Local area

    axosbank.com

    San Diego, CA
    1 day ago
  • $22 - $25 per hour

     ...in representing financial institutions across a wide range of banking law matters, and we're looking for passionate, driven candidates...  ...Exceptional verbal and written communication skills to interact with clients, guest and staff. Multitasking: Able to handle high-volume... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Night shift

    Premier Business Support

    San Diego, CA
    1 day ago
  • $89.9k - $250.4k

     ...consultative sales approach that solves client business issues.Proactively strengthens...  ...that position IQVIA capabilities & solutions to customers.Monitors delivery, implementation...  ...opportunities and developing positive relationships at all levels of client management and... 
    Full time
    Part time
    Immediate start
    Worldwide
    Flexible hours

    IQVIA

    San Diego, CA
    1 day ago
  • $250k

     ...payments, risk management and working capital solutions. We serve 3,000+ customers worldwide,...  ...Management team post-saleMaintain relationships during implementation phase to support...  ...financial risk managementKnowledge of banking relationships, payment operations, FX hedging... 
    Full time
    Contract work
    Worldwide

    Kribya

    San Diego, CA
    3 days ago
  • $113.7k - $160k

     ...to do in this role: Develop relationships with multiple C-suite personas...  ...all product salesOversee client relationship mapping to the...  ...across a broad virtual team (Solutions Consultants, Solutions Specialist...  ..., etc.)Be a trusted advisor to your customers by understanding... 
    Work at office
    Immediate start
    Remote work
    Flexible hours

    ServiceNow

    San Diego, CA
    2 days ago
  • $70.3k - $77k

    Axos Bank Target Range: $70,304.00/Yr. - $77,000.00/Yr. Actual starting pay will vary based on factors including, but not limited...  ...independent innovators who are excited to provide technology‑driven solutions that offer unbeatable value to our customers. Axos Financial... 
    Work at office
    Local area

    Axos Bank

    San Diego, CA
    4 days ago
  •  ...difference for customers by guiding them through Spectrum's Community Solutions products and services. If you thrive on solving problems and...  ...customer service role offers an opportunity to build lasting relationships while expanding your knowledge of technology and account... 
    Work at office

    Community Solutions

    San Diego, CA
    2 days ago
  • $20 - $34.55 per hour

     ...difference for customers by guiding them through Spectrum's Community Solutions products and services. If you thrive on solving problems and...  ...customer service role offers an opportunity to build lasting relationships while expanding your knowledge of technology and account... 
    Work at office
    Local area

    Spectrum

    San Diego, CA
    1 day ago
  •  ...in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members...  ...Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing... 
    Full time
    Work experience placement
    Monday to Friday
    Weekend work

    San Diego County Credit Union

    San Diego, CA
    2 days ago
  • $22 - $27.19 per hour

     ...5%): Member Experience: Develops member relationships by providing high-quality sales and service...  ...all electronic services such as online banking, mobile banking, mobile deposits, direct...  ...and new member relationships - expanded client base thru business development, on-sites... 
    Full time
    Work at office

    North Island Credit Union

    Imperial Beach, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Solutions Advisor - Banking & Relationships. Be the first to apply!