Relationship Advisor I — Digital Banking & Guidance
U.S. Bank
U.S. Bank seeks Client Relationship Consultants in Castro Valley, California to build and foster client relationships through various channels. This position entails assessing customer banking needs, facilitating transactions, and educating clients about products. Applicants must possess at least a High school diploma and ideally have experience in retail banking. The role requires participation in licensing under the S.A.F.E. Act. Comprehensive benefits include healthcare, life insurance, 401(k), and paid vacations among others. #J-18808-Ljbffr Us Bank
- U.S. Bank in Castro Valley, CA is seeking a Client Relationship Consultant to build and maintain client relationships through proactive outreach and follow-ups. Candidates should have a high school diploma and ideally 1-2 years of retail banking experience. This full-time...DigitalFull time
$21.81 - $26.65 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...all from Day One. Job Description Client Relationship Consultants build relationships with... ...best possible counsel while adapting a digital first mindset. Strong client relationships...DigitalTemporary workLocal area$43.1k - $58.3k
...referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self‑serve options with the goal of making it...DigitalPart timeLocal area$43.1k - $58.3k
...Drive Job Family Group: Retail Banking Sales & Service Overview... ...strong community and networking relationships. Responsibilities Deliver... ...needs and provide advice and guidance regarding financial... ...advice and guidance on available digital and self‑serve options with...DigitalLocal areaDay shift$63.3k - $117.2k
...for Career Enhancement seeks a Financial Advisor in Castro Valley to serve as the main... ...client acquisition and deepening existing relationships within regulatory guidelines. Ideal candidates... ...service and solid product knowledge in banking and investment. Salary ranges from $63,3...Suggested$45.9k - $75.9k
...building something new. This Retail Relationship Banker requisition supports our DeNovo... ...financial solutions and preferred banking channels while recommending tailored... ...solutions). Offers clients advice and guidance on available digital and self-serve options with the goal...DigitalLocal areaImmediate startDay shift$63.3k - $117.2k
...Family Group: Retail Banking Sales & Service Acts... ...the community to build relationships and deliver the desired... ...Provides financial advice, guidance, and solutions through... ...with Financial Advisor, as appropriate, for clients... ...guides clients to use digital platforms and promotes...DigitalTemporary workPart timeLocal area$37 - $65.5 per hour
...grows, deepens, and manages relationships with affluent customers and... ...primary point of contact for banking products and services through... .... You'll be supported with digital tools, industry leading training... ..., multi-product guidance and ongoing reviews across life...DigitalTemporary workWork experience placementImmediate start$26 - $29 per hour
...Introduction Since 1973, East West Bank has served as a pathway to... ...the next generation Senior Relationship Banker at East West Bank... ...knowledge, grow your digital acumen, and build long-lasting... ...Mentor, coach and provide guidance to employees to achieve sales...Digital- ...join their Consumer, Small, and Business Banking division. Why join this team?... ...and follow procedures Experience building relationships and identifying customer needs Integrity... ...credit applications. Educate customers on digital banking tools and technology. Refer customers...DigitalFull timePart timeImmediate startShift workDay shift
$250k
...inbound calls to acquire new relationships and deepen existing... ...branch staff with coaching and guidance on products and special programs... ...clients on all service and digital channels and leverage technology... ...experience. Previous banking, retail, or sales experience...Digital$43.1k - $58.3k
...referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it...DigitalLocal areaDay shift- ...care of our employees, building relationships, and delivering extraordinary... ...along with cutting edge digital technology, you will be front... ...needs. As a Private Client Advisor in Chase Wealth Management, you... ...success and the goals of the bank, while fostering a culture of...Digital
- ...services. dotSolved focuses on enabling digital transformations for small, medium, and large... ...Own functional design and configuration guidance across Oracle Fusion Finance , including... ...requirements for: Integrations (banking, procurement, payroll, billing platforms...Digital
- ...recruiting bankers for its client's Consumer, Small, and Business Banking division in San Ramon, California. The position offers daily... ...experience. You will assist customers with accounts, educate them on digital tools, and refer specialized financial needs. Enjoy a...Digital
$117k - $134k
...incentive bonus plan. Collegial work environment. Newly designed and modern offices. Full administrative support. Latest in digital technology. Strong work/life balance. Licensed Therapists are a critical part of our clinical team. We’re seeking Licensed...DigitalFlexible hours- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...deposit growth and have the most-used digital solutions - all while ranking first in...DigitalPart time
- ...support customers’ everyday banking needs through in-branch interactions... ...products, services, and digital tools. You will identify... ...appropriate team member. Build relationships, actively listen to... ...customers to a banker for detailed guidance. Complete transactional and...DigitalPart timeWork experience placement
$110.7k - $135.3k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... .... 5. Adapts to new digital programs, products, services... ...branch level including building relationships and collaborating with partners... ...and issues with minimal guidance - Demonstrated success in retail...DigitalFull timeTemporary workWork experience placementLocal area$90 - $105 per hour
...initiatives that enhance asset monitoring, data integration, and digital tools within Substation Operations. This role will oversee the... ...diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along...DigitalContract workFixed term contractWork at officeLocal areaRemote workFlexible hours$23 - $31 per hour
...National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled... ...them to the right banking products, services, and digital tools to help them manage their finances with...DigitalHourly payFull timeWork experience placementFlexible hours- ...branch managers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits,... .... Deliver an excellent customer experience by building relationships and promoting digital banking tools. Ensure compliance with risk and regulatory...DigitalFull timePart timeImmediate startVisa sponsorshipWork visaShift workDay shift
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...high quality, high‑touch, and high‑tech relationship banking experience across all customer touchpoints... ...your business knowledge, grow your digital acumen, and build long‑lasting...DigitalWeekend work$43.1k - $58.3k
...achieve business objectives. Identify referral opportunities that deepen the customer relationship beyond personal banking. Welcome and guide customers in the lobby, offering advice on digital and self‑serve options to make banking easy, simple and fast. Assist in client...DigitalLocal area- ...committed to our mission: to transform the banking industry from within. We lead by example... ..., the EA I builds strong working relationships across the organization and with external... ...compliance training timely Utilize core digital tools (e.g., Microsoft Office 365, SharePoint...DigitalFull timeWork at officeRemote workWork from homeMonday to Friday
$56.5k - $73.7k
...and business with the bank and use sound judgment... ...demonstrate expertise in digital capabilities and... ...conference for financial advisor, mortgage specialist,... ...routines to deepen client relationships. Adhere to and comply... ...leadership and guidance to peer Universal Bankers...DigitalFull timeFlexible hours- ...valued by building lasting relationships, doing the right thing, exceeding... ...Client Banker in Branch Banking, you are the main point of contact... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...growth and have the most-used digital solutions all while ranking...DigitalImmediate startAfternoon shift
$22 - $25 per hour
...Responsibilities Records Retention: Maintain and archive digital and physical financial files for all organizational programs and... ...transactions, compile required supporting paperwork, and execute timely bank deposits. Inventory Tracking: Upkeep comprehensive logs...DigitalHourly payPart timeMonday to Friday- ...to mentor youth. Mentors will spend at least one hour a week with their mentees through our Virtual Mentoring Platform, providing guidance in goal setting, homework help, and career exploration. Applicants must reside in the United States. This role is crucial in helping...
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...deposit growth and have the most-used digital solutions – all while ranking first in...DigitalImmediate startAfternoon shift
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