Relationship Banker
Jobtailor
Responsibilities Engage clients in the lobby to educate and assist with transactions Accurately process cash transactions for clients Have in-depth conversations with clients to connect them to solutions Requirements Is an enthusiastic, highly motivated self-starter Collaborates effectively to get things done Displays passion, commitment and drive to improve clients' financial lives Confident in identifying solutions for clients' needs Communicates effectively and confidently Ability to learn and adapt to new information and technology platforms Strong critical thinking and problem-solving skills Must be able to work weekends and/or extended hours Soft Skills enthusiastic highly motivated self-starter collaborates effectively passion commitment drive confident effective communication critical thinking #J-18808-Ljbffr
- ...Relationship Banker - Orange County Central Market Santa Ana, California;La Palma, California; Garden Grove, California; Garden Grove, California; Anaheim, California; Santa Ana, California; Garden Grove, California; Anaheim, California; Garden Grove, California; Santa...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$27.22 - $33.26 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...SuggestedTemporary workLocal area$25 - $27.88 per hour
...individual for a client engagement role in Orange, California. The job involves educating clients on transactions and building relationships to meet their financial needs. Candidates should possess strong communication skills and adapt to new technologies. The role requires...SuggestedHourly payWeekend work- Bank of America is hiring for a client-facing role in California that centers on engaging customers in the lobby, guiding them through self-service options like online and mobile banking, and handling cash transactions accurately. The position emphasizes understanding ...SuggestedWeekend work
- ...professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and support the bank's risk and service standards. Responsibilities include driving the...
$25 - $26.77 per hour
...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...extent permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payShift workWeekend workDay shift- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase...Work experience placementImmediate start
- JPMorgan Chase & Co. is seeking a Relationship Banker in Santa Ana, California. In this role, you will deliver exceptional service and build lasting relationships with clients by understanding their financial needs and providing tailored solutions. The ideal candidate will...Afternoon shift
$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Fluency in Mandarin, Spanish, or Vietnamese... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payWeekday work$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as...Temporary workWork experience placementImmediate start- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...requests from students or parents Responsible for complete and accurate files and paperwork. Maintain a close working relationship with Admission and other personnel. Remain current on all applicable laws and regulations. Attend financial aid workshops...Temporary workWork at officeFlexible hours
- ...Fifth Third Bank in Tustin seeks a Float Personal Banker I to deliver excellent customer care and handle daily transactions. You will refer customers to business partners for products and services and travel to various financial centers within the market. Responsibilities...
- ...Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement... ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placement
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
$75k - $90k
...associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so...Temporary workInternshipLocal areaFlexible hours- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- Northwestern Mutual is seeking College Financial Representatives for an internship program that provides a flexible schedule, professional networking opportunities, and performance-based earnings. Candidates should be full-time students, preferably juniors or seniors, with...Full timeInternshipFlexible hours
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, ...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$130k - $155k
...Portfolio Banker Job at a well‑established California bank that has been in operation for over 100 years. Salary: $130,000 – $155,... ...contribution Annual Bonus Job Summary The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the...Work at officeLocal area- ...Citi is seeking an entry-level Universal Banker to assist with sales and service activities in Anaheim, California. This role aims to strengthen customer relationships and increase sales to individual consumer clients. Key responsibilities include account opening assistance...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$102.44k - $174.2k
The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements...Contract workWork at officeLocal area
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