Financial Specialist - Personal Banking
UW Credit Union
UW Credit Union is seeking a Financial Specialist (Personal Banker) to provide exceptional service and tailored financial guidance to members. You will learn our products through a structured 12-week training plan and apply consultative sales to help clients reach their goals. You’ll open accounts, process loans, answer questions, and guide members through financial decisions. You will build relationships, mentor teammates, and contribute to a supportive branch culture while focusing on member #J-18808-Ljbffr UW Credit Union
- ...ABOUT THIS ROLE Xsolla is seeking a Financial Specialist to manage and optimize payment operations... ...financial acumen, experience in banking or financial services, and the ability... ...not sell or externally distribute any personal data received during the hiring process...PersonalContract workLocal area
$80k - $110k
...official "@Cosm.com" email address or through authorized platforms such as LinkedIn. We will NEVER request payments, banking details, or personal financial information during the recruitment process. If you receive a suspicious communication or job offer claiming to be...PersonalLocal area$65k - $150k
Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion... ...breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial...PersonalWork experience placement$84.75k - $124.3k
...& Requirements About the Role As a Financial Analyst, you will be providing financial support to the America... ....net’ email address. We will never ask for payments, banking, credit card, personal financial information or access to your LinkedIn/email...PersonalTemporary workWork at officeImmediate startFlexible hours$71.87k - $114.8k
...Investment Relationship Officer What is the opportunity? Assist Financial Advisors by providing day-to-day client support and... ...accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight...PersonalRemote work$20.28 - $30.42 per hour
...BIS - FINANCIAL SERVICES OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? The Banking and Investment Services Financial Services Analyst role is designed to develop the... ...and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients...PersonalHourly payTemporary workRemote work$236.56k - $414.12k
..., asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS)... ...worldwide. With more than 135 years of financial experience and over 24,000 partners, we... ...representing large and sensitive high net worth personal trusts and individual investment...PersonalWork experience placementH1bLocal areaWorldwideFlexible hours$72k
...Communicate effectively with clients and Bank colleagues in a variety of settings. Achieve... ...WILL YOU DO? Deliver a high degree of personal contact that creates a superior client... ...clients about current conditions in the financial markets, investment alternatives, asset allocation...PersonalRemote work$39.1k - $126.5k
...Analyst within PNC's Corporate and Commercial Banking organization, you will be within PNC's... ...Industries Group, Public Finance and Financial Institutions Group, etc. You will not... ...provides equal opportunity to qualified persons regardless of race, color, sex, religion...PersonalFull timeTemporary workWork experience placementWork at officeLocal areaRelocation- ...unique brand of relationship banking and fostering a culture... ...broader purpose.Think of us as financial partners, because at Columbia... ...Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth... ...all actions and words.Takes personal initiative and is a positive...PersonalFull timeImmediate start
- ...BMO Financial Group is seeking a customer-focused Banking Advisor to deliver exceptional service at our branches in California. You will identify customer needs, advise on financial solutions, and guide clients through banking channels to address everyday banking, lending...Personal
$48k - $100k
...through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped... ...insights of Merrill coupled with the banking convenience of Bank of America. We value diversity...PersonalShift workDay shift- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial... ...career. What you'll do: As the personal coach to our Nation's military families,... ...plan that includes: Savings/banking Investments/wealth management Insurance...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: Los Angeles California... ...life and business which have significant financial implications.* Serve as a trusted advisor... ...team success and place team goals above personal achievement.* Encourage team members to...PersonalFull time- ...life and business which have significant financial implications. Serve as a trusted advisor... ...-term connections to the Citi Private Bank. Effectively manage client expectations... ...team success and place team goals above personal achievement. Encourage team members to...Personal
$19 - $23 per hour
...? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture... ...Together we can make a difference in the financial future of our communities. GENERAL SUMMARY... ...goals are met. Provide quality personalized customer service, maintain frequent customer...PersonalWork experience placement$27 - $41 per hour
...the primary point of contact for everyday banking needs, products and services through... ...role helps customers progress toward their financial goals through planning, digital... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start$200k - $300k
...Commercial and Business Sales, Executive, Banking & InternationalCompany: CitiThe Mid-Corp... ...through partnerships with product specialists and subject matter experts, while structuring... ...sound ethical judgment regarding personal behavior, conduct and business practices...PersonalFull time- ...Job Description Job Description Financial Operations Specialist GENERAL PURPOSE OF POSITION... ...studies as needed. Reconcile all bank accounts and investment accounts monthly... ...professional standards at work with regard to personal behavior and interaction with other...Personal
$41.71k - $69k
...Ventura Blvd. Job Family Group: Retail Banking Sales & Service Delivers exceptional service... ...provides advice and guidance regarding financial solutions that are in the best interests... .... Makes credit recommendations for personal lending transactions, including home financing...PersonalPart timeLocal areaImmediate startDay shift- City National Bank in Beverly Hills is seeking an Investment Relationship Officer to support Financial Advisors with day-to-day client service and operational tasks for the Investment... ...and client-directed accounts in CNB's Personal and Business Banking Group. You will open...Personal
- BMO Financial Group in Los Angeles is seeking a customer-focused financial professional to deliver exceptional service while identifying... ...complete needs assessments, and tailor recommendations for everyday banking, lending, and small business needs. The role requires...Personal
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Los Angeles, CA to assist in sales and service activities in coordination... ...relationships and increasing loyalty while supporting daily banking needs. Responsibilities include processing small business...Personal
- Fifth Third Bank in Los Angeles is seeking a Float Personal Banker I to support daily transactions, customer inquiries, and problem resolution while traveling to various market centers. You will refer customers to business partners for banking solutions and uphold bank...Personal
- Fifth Third Bank in Los Angeles, CA is seeking a Float Personal Banker I to deliver exceptional customer service during daily transactions, resolve inquiries... ...presentation, and the ability to travel to Financial Centers within the market. This position offers base...Personal
- ...to contribute to the company's success. As a full time Personal Banker within PNC's Branch Banking organization, you will be based in Glendale, AZ at the... ...identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...PersonalFull timeTemporary workPart timeWork experience placementWork at office
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- Premier America Credit Union is seeking a Personal Banker II in Los Angeles to build and... ...duties, open accounts and loans, and promote financial products based on member needs. The role... ...strong customer service, teamwork, and banking experience, with accurate cash handling...Personal
$50.1k - $82.8k
...Grand Ave. Job Family Group: Retail Banking Sales & Service Delivers... ...provides advice and guidance regarding financial solutions that are in the best interests... ...guidelines. Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift- ...Coast wealth channels? Why HSBC HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose... ...enabling the Wealth-led strategy for International Wealth and Personal Banking (IWPB). This role supports the strategic IWPB-AMUS...PersonalBank staffLocal area
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