Member Advisor | Banking & Financial Wellness
Stanford FCU
Stanford FCU in Redwood City, CA is seeking a Universal Banker to enhance member relations and manage banking functions. Responsibilities include opening new accounts, facilitating transactions, and educating members on financial products. The ideal candidate will have 1-3 years of banking or customer service experience, strong communication skills, and a commitment to improving member experiences. Benefits include 100% paid employee medical insurance and comprehensive training opportunities. #J-18808-Ljbffr Stanford FCU
$23 - $31 per hour
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer... ...Network as part of the Consumer Banking and Lending division. Learn more... ...introductions to additional team members as appropriate Experience working...SuggestedWork experience placementWork at officeImmediate start$250k
...of Influence (COIs) and the Member Get Member (MGM) Program Assist... ..., and present product offers/financial solutions Understand and... ...experience ~ Previous banking, retail, or sales experience... ...and disability insurance; and wellness programs. Citi also offers paid...SuggestedFull time- Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed... ...customers’ everyday banking needs through in-branch interactions... ..., or the appropriate team member. Build relationships,...SuggestedFull timeWork experience placement
$19 - $23 per hour
...join our team! At Cathay Bank we strive to provide a... ...cycles due to our team members drive and optimism.... ...make a difference in the financial future of our communities... ...protect customers as well as minimize risk to the... ...appropriate (e.g. Financial Advisors, Mortgage Loan...SuggestedFull timeWork experience placementFlexible hours- ...Personal Banker I Make banking a Fifth Third better We connect great people to... ...for processing teller transactions as well as working as a member of the platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions...SuggestedWork at office
$19 - $23 per hour
...join our team! At Cathay Bank we strive to provide a... ...cycles due to our team members drive and optimism.... ...make a difference in the financial future of our communities... ...protect customers as well as minimize risk to the... ...appropriate (e.g. Financial Advisors, Mortgage Loan...Full timeWork experience placementFlexible hours$45k - $75k
...Financial Representative We believe that as a Financial Representative... ...prepare you for this role Banking, insurance, or financial... ...The Value You Deliver A key member of the team, you are offering... ...health care coverage and emotional well-being support, market-leading...Work from home$250k
...through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in... ..., and present product offers/financial solutions Understand and comply with... ...years of relevant experience ~ Previous banking, retail, or sales experience preferred...$80k - $90k
...Merrill Wealth Management Financial Advisor Merrill Wealth Management is a leading provider... ...investment insights of Merrill coupled with the banking convenience of Bank of America.... ...horizon, risk profile, and preferences as well as servicing client accounts...Interim roleWork at officeLocal areaImmediate startShift workDay shift$45k - $75k
Job Description: Financial Representative We believe that as a Financial... ...prepare you for this role Banking, insurance, or financial experience... ...! The Value You Deliver A key member of the team, you are offering... ...care coverage and emotional well-being support, market-leading...Full timeWork from home$5,000 per month
...thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They... ...practice as team-based Financial Advisor Associate within our Trust &... ...clientele Collaborate with team members to ensure the highest level of...Work experience placementWork at officeLocal area- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...of Chase’s affluent clients as well as other customers in the... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business...Full timeImmediate startAfternoon shift
$28.85 - $33.65 per hour
...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness, recognizing and rewarding... ...us! As a Financial Solutions Advisor Stage I (FSA I), your journey...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$106k - $150k
Overview Join First Citizens Bank and be part of a team dedicated... ...clients build stronger financial futures. From banking and lending... ...identified, Affluent Wealth Advisors work with a team of Wealth experts... ...clients achieve financial wellness. Take prompt action to...Temporary workLocal area- ...Quarterly Performance Bonus Employee Assistance and Wellness Programs About RingCentral/Acquire BPO _ RingCentral,... ...businesses across many industries including telecommunications, banking and financial services, insurance, media, education, and retail. We're...Work from homeFlexible hours
- ...within J.P. Morgan's U.S. Private Bank. If you have an... ...your knowledge of investments, financial planning, credit and banking... ...coverage, on-site health and wellness centers, a retirement savings... ...Management provides individuals, advisors and institutions with strategies...Temporary workWork experience placementLocal area
$24.92 - $30.46 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...partnerships with branch team members and partners to best serve clients... ...California Fair Chance Act as well as the San Francisco Fair...Full timeTemporary workLocal area- A leading banking institution is seeking a Client Relationship Consultant 2 to foster strong client relationships through proactive outreach and effective communication. You will provide counsel on banking needs, assist clients with account management, and educate them...Part time
- ...customer relationships to drive loyalty and sales. The successful candidate will have 0-2 years of relevant experience, preferably in banking or sales, and must possess a Bachelor's degree or equivalent experience. Competitive benefits and paid time off are offered. #J-18...
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of... ...of Chase’s affluent clients as well as other customers in the Branch... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
$260k - $365k
...clients on sophisticated financing deals, ensuring compliance and best practices. Collaborate with partners and other team members in the Banking & Finance practice group to manage large, complex transactions. Qualifications Education: J.D. from a top-tier law...Work at office- ...trusts & estates, tax planning, financial planning and planning in... ....). Our role is to work with advisors and their clients to educate... ...both clients and advisors, as well as field leadership. You will... ...with the various investment, banking, and lending products and platforms...Local area
- ...Citi Private Bank - HNW Private Banker Working at Citi is far more... ...business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...Citi Private Bank. Help team members acquire the experience necessary...
$70k - $80k
...: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and...Full timeTemporary workWork at officeMonday to FridayShift workDay shift$75k - $95k
...the opportunity to assist the Preferred Banking team and Relationship Managers in developing... ...Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. Identify... ...3+ years of experience within Banking or Financial Services, with a solid understanding of bank...Local areaWork from homeFlexible hoursDay shift- ...based clients and their advisors the personalized... ...largest and most respected financial firms in the world. Our... ...solutions for clients; as well as in identifying new... ...liabilities planning, banking & lending solutions, mortgages... ...with clients and team members while maintaining...Shift work
- A financial services company is seeking an entry-level Personal Banker in Newark, California. This position focuses... ...include supporting clients, marketing banking products, and collaborating with team members to enhance customer experience. The ideal candidate...
- ...suite and owner relationships, tailoring financial solutions, and bringing in new clientsthis... ...an experienced BDE in the Mid-Corporate Banking team, you will be responsible for sourcing... ..., can operate independently, partners well internally and externally, is a strong communicator...Work at officeLocal area
$28.85 - $33.65 per hour
Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive... ...in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...Temporary workImmediate startMonday to FridayShift workDay shift
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