Client Relationship Banker — In-Branch Banking
National Black MBA Association
Bank of America is hiring for a role in the United States (Dana Point, CA). The position focuses on engaging clients in the lobby, educating them on self-service banking options, and accurately processing cash transactions. You will build relationships, connect clients with financial solutions, and support everyday banking needs in a high‑volume environment. The role requires strong communication, time management, and the ability to work weekends or extended hours as needed. #J-18808-Ljbffr National Black MBA Association
$41.71k - $69k
...Retail Banking Sales & Service Delivers exceptional service to... ...Works collaboratively within the branch and through various channels... ...business solutions). Offers clients advice and guidance on... ...appointments, and building new relationships within the community. Addresses...SuggestedPart timeLocal areaImmediate startDay shift$43k - $75k
...Mares Job Family Group: Retail Banking Sales & Service Branch location will be determined at time... ...business solutions). Offers clients advice and guidance on available digital... ...appointments, and building new relationships within the community. Addresses...SuggestedContract workPart timeLocal areaImmediate startDay shift- U.S. Bank is seeking a Relationship Banker in Mission Viejo, CA to build relationships with customers face to... ...financial guidance. You will educate clients on products, open accounts, and help... ...consumer loans while coordinating with branch teams to deliver exceptional service...Suggested
- Bank of America is hiring for a frontline client service role in California. You will educate clients on self-service tools, process cash transactions,... ...suitable solutions. The role emphasizes building client relationships, following compliant processes, and collaborating...Suggested
$250k
The Personal Banker SAFE Act is an entry level position... ...individual consumer clients. Responsibilities Work... ...calls to acquire new relationships and deepen existing... ...Provide Tellers and other branch staff with coaching... ...relevant experience Previous banking, retail, or sales...SuggestedFull time$56.16k - $85.28k
...us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth,... ...customers, as the primary point of contact for everyday banking needs, products and services through scheduled...Temporary workWork experience placementImmediate start- ...entry level Personal Banker SAFE Act position in Mission... ...to foster customer relationships and grow loyalty.... ...business and consumer banking inquiries, cross selling... ...related products, coaching branch staff, and ensuring... ...delivering excellent client experiences. #J-18808...
- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...strives for operational excellence Builds relationships with clients to meet financial needs...Work at officeFlexible hoursShift workWeekend workDay shift
$23 - $25 per hour
...Description Job Description Build Relationships. Build Futures. Build Your... ...Credit Union (OCFCU), banking is personal—always has been.... ...As a Relationship/Personal Banker/Member Service Representative... ...re more than the face of the branch—you’re a trusted financial partner...Hourly payWeekday work- Citi’s Dana Point Branch is hiring a Part-Time Universal Banker (20 hours) to assist in sales, product and service... ...and to nurture customer relationships. This entry-level role supports the... ...has 1-3 years of relevant retail banking experience, a High School diploma...Part time
- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build foundational advisory skills. You’ll develop client relationships, deliver financial solutions, and progress through stages toward broader roles within...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I in Mission Viejo, CA. You will begin by obtaining Securities Industry... ...(SIE, Series 7, Series 66) and learn to build and manage client relationships, delivering guidance to help clients meet their financial...
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the... ...grow your own practice, supported by your branch team, a home-office team and other... ...Key responsibilities: Build relationships to create new clients via face-to-face and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Chase is seeking a skilled Business Banking Relationship Manager in the United States to grow and manage a portfolio of mid-market business clients. You’ll deliver tailored banking solutions, collaborate with partners across lines of business, and drive profitability while...
$41.6k - $66.56k
...this position. The Role As a Branch Intern, you play a key role in the client experience at a Fidelity Investor... ...business, communication, and relationship-building skills. You will collaborate... ...service, retail, sales or banking Leadership experience and involvement...Hourly payFull timeInternshipSummer internship- ...Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver... ...world-class service at our on-site branch, promote credit union products, and help... ...pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr...
- Citigroup Inc. in Mission Viejo, CA is seeking an entry level Personal Banker to support sales and service activities with the customer service team. You will help foster relationships with individual clients, assist with small business opportunities, and grow the loan and...
$27.02 - $39.18 per hour
Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour... ...class member service to members visiting branch or service center locations. Provide... ...credit union products and services to build relationships. Process transactions in savings,...Hourly payRemote work$100k
...motivated individuals to join the Coldwell Banker family. Applicants without a real... ...it approaches the real estate needs of clients across 3,000 offices in 49 countries and... ..., open houses and more Foster client relationships Negotiate purchase agreements, manage...Hourly payFull timeFor contractors- ...and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose-driven, this could be a great fit. Both Part-time and Full-time openings...Full timePart time
- ...support, strategic guidance, and ongoing optimization for NetSuite clients in the financial domain. You will leverage your deep... ...NetSuite implementations Core Skills Strong customer engagement and relationship management skills Excellent organizational skills with the...Full timeRemote work
$97k - $192k
...currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this...Work at officeLocal areaWork from homeFlexible hours$97k - $192k
...currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this...Work at officeLocal areaWork from homeFlexible hours- ...to join our team. We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals. You will build relationships with clients, assess financial situations, and develop and implement strategies, while reviewing...
$81k - $122k
...Certified Financials Consultant focusing on Contract to Cash and Grants Management. In this role, you will lead implementations and assist clients in effectively utilizing the Workday solution. Applicants should have 4+ years of experience in implementing Grants Management...Remote jobContract work$79k - $98.75k
...support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role;... ...ensure on-time construction starts and closings.* Contribute to branch performance as measured by. however not limited. to Capture Retention...Contract workWork at officeFlexible hoursAfternoon shift- Job Description Insight Global is looking for a Financial Counselor to support patient admissions and financial operations within a fast-paced healthcare environment. This individual will play a key role in guiding patients and families through the financial aspects...Work at office
- Pulte Mortgage is seeking a Mortgage Financing Advisor to consult with homebuyers, provide preapproval guidance, and align with builder sales teams. This in-office role supports loans already originated and coordinates with Mortgage Operations to move applications forward...Full timeWork at office
- Risk Manager The Risk Manager is responsible for the day-to-day administration, coordination, and operational management of the Company's risk management function. This position supports the execution of departmental priorities and manages recurring processes related...Local area
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