Personal Banking & Lending Advisor
Bank of Montreal
Bank of Montreal in Los Angeles is seeking a customer‑focused Banking Associate to deliver exceptional service while identifying needs and guiding customers toward appropriate financial solutions. You will work within the branch and with partners to meet service and sales objectives. Responsibilities include engaging customers with needs assessments, recommending tailored banking channels, and growing loyalty through proactive relationship building across everyday banking, lending, and small #J-18808-Ljbffr Bank of Montreal
- ...in Los Angeles is seeking a customer-focused professional to deliver personalized financial solutions and guidance across multiple channels. You will assess customer needs, promote lending and banking products, and coordinate with partners to enhance the overall customer...Personal
$33k
...Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Walnut Creek, Roseville...PersonalHourly pay16 hoursWork experience placementLocal areaWork from homeFlexible hours$41.71k - $69k
A financial services organization based in Pico Rivera seeks a Customer Engagement Specialist to enhance customer relationships and provide tailored financial solutions. Responsibilities include conducting needs assessments, making credit recommendations, and maintaining...Personal- ...highly preferred. Familiarity with consumer lending, credit review, and consumer products is desired (insurance, banking, personal loans). Financial Partners Credit... ...professional to join our team as a Member Advisor . In this role, you will build and grow...PersonalWork at officeLocal area
$17.27 per hour
Senior Home Lending Advisor, Multiple Branches in Los Angeles County, CA Los Angeles, CA, United States Job Information Job Identification... ...Category Originations Business Unit Consumer & Community Banking Posting Date 05/21/2025, 01:43 PM Locations 9465 Wilshire Blvd...SuggestedFull timeWork experience placementLocal areaImmediate startRelocationShift work$57.5k - $106.5k
...other team members to deliver a comprehensive banking solution in the best interest of the customer.... ...customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship...PersonalContract workPart timeLocal area- ...larger competitors, but on a more personalized scale, both with our members... ...the credit union maximizes lending and sales opportunities with... ...lending, and financial advisors. Serve as a consumer account... ...member services including digital banking, Zelle and other payment services...Personal
$20.21 - $26.79 per hour
...problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.... ...services. Demonstrated proficiency in consumer lending. Ability to accurately handle cash,... ...expanding existing relationships utilizing a personal and business bio and rapport with...PersonalImmediate start$22.33 per hour
...support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a... ...Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or...PersonalWork at office- ...problem resolutions in alignment with the bank's Breakthrough Client Service Standards.... ...Demonstrated proficiency in consumer lending. Ability to accurately handle cash, balance... ...existing relationships utilizing a personal and business bio and rapport with customers...PersonalImmediate start
$127.63k - $237.01k
...services advice to these clients including: banking, credit, asset management, trust and... ...from clients and Center of Influences, personal community involvement, and from internal... ...with clients whose trust, investment, and lending needs require a consistently strong...Personal$20.21 - $25 per hour
...problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.... ...services. Demonstrated proficiency in consumer lending. Ability to accurately handle cash,... ...relationships and expanding existing ones using personal and business rapport with customers....PersonalHourly payImmediate start$41.71k - $69k
...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects... .... everyday banking, retail investments, lending solutions, home financing (including... .... Makes credit recommendations for personal lending transactions, including home financing...PersonalPart timeImmediate startDay shift$122.4k - $228k
...retains and grows profitable banking relationships with high-net-worth... ...expert service and highly personalized interaction. Develops and... ...objective of becoming their trusted advisor. Develops relationship... ...technology requirements. Ensures lending and non-lending decisions,...PersonalContract workPart timeLocal areaShift work$45.9k - $75.9k
...identify financial solutions and preferred banking channels while recommending tailored... .... everyday banking, retail investments, lending solutions, home financing (including business... .... Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift$96.5k - $207.5k
...Make banking a Fifth Third better We connect great people to great opportunities. Are you... ...Third Bank. General Function The Trust Advisor will provide fiduciary expertise and deliver... ...to clients. This role involves managing personal trusts, ensuring compliance with legal...PersonalWork at office$41.71k - $69k
...identify financial solutions and preferred banking channels while recommending tailored... ..., everyday banking, retail investments, lending solutions, home financing, small business... ...guidelines. Make credit recommendations for personal lending transactions, including home...PersonalPart timeLocal areaImmediate startDay shift$96.5k - $207.5k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...Third Bank. GENERAL FUNCTION The Trust Advisor will provide fiduciary expertise and deliver... ...to clients. This role involves managing personal trusts, ensuring compliance with legal...PersonalWork at office$43.1k - $58.3k
...deliver exceptional customer service in Los Angeles. The role involves advising customers on financial solutions, collaborating with bank partners, and implementing seamless service strategies. The ideal candidate will have 1-2 years of relevant experience and...PersonalPart time$65k - $150k
Introduction Established in 1912, Bank of China is one of the largest banks in the world... ...partner, whether in Corporate or Personal Banking or our Trade Services, Commodities... ...closing and booking of transactions; post‑lending monitoring activities; analyzing and determining...PersonalWork experience placement- ...with the utmost hospitality, use the latest banking solutions, and provide friendly,... ...and proactively meet with them, both in person and over the phone, to build lasting relationships... ...requirements. Dodd‑Frank/Truth in Lending Act This position is subject to Dodd‑Frank...PersonalAfternoon shift
- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree,... ...services, including personal banking, credit cards, mortgages...PersonalImmediate startAfternoon shift
- ...and offering advice on everything from personal and business accounts to loans and other... ...minimum of a high school diploma with prior banking experience, or an associate or bachelor'... ...the loan application and full lending process with the member to meet their needs...Personal
$142.6k - $261.5k
...to dynamic new entrants across Banking and Capital Markets, Wealth... ...ambition is to be the C-suite advisor for insurance technology-enabled... ...capabilities and industry knowledge. Lend specific subject‑matter... ...serving roles to work together in person 60% of the time over the...PersonalWork experience placementSummer holidayFlexible hours- ...Bank of Montreal in Santa Monica seeks a part-time Retail Banking Sales representative to deliver exceptional customer service and provide guidance on financial solutions. The ideal candidate will facilitate customer interactions both in-branch and through digital options...PersonalPart time
$250k
...Personal Banker Safe Act The Personal Banker SAFE Act is an entry level position responsible... ...less than $250K, recognize/refer larger lending opportunities and cross sell treasury... ...of relevant experience ~ Previous banking, retail, or sales experience preferred...PersonalFull time- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting... ...regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the...PersonalImmediate startAfternoon shift
$70k - $95k
...ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture... ...of both. Thorough knowledge of lending regulations and credit/underwriting practices... ...Privacy Statement Cathay Bank may collect personal information from potential job candidates...PersonalFull timeFlexible hours$142.6k - $261.5k
...to dynamic new entrants across Banking and Capital Markets, Wealth... ...ambition is to be the C-suite advisor for insurance technology-enabled... ...capabilities and industry knowledge Lend specific subject-matter... ...roles to work together in person 60% of the time over the course...PersonalWork experience placementSummer holidayFlexible hours- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd‑Frank/Truth in Lending Act High school degree, GED,... ...services, including personal banking, credit cards, mortgages...PersonalImmediate startAfternoon shift
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