Banking Concierge & Tech-Solutions Advisor
Fairygodboss
Chase is seeking an Associate Banker to welcome clients, provide attentive service, and drive branch success. You will build trusted relationships, educate customers on solutions, and support daily operations while adhering to regulatory requirements. In this role, you will help clients achieve their financial goals by leveraging digital tools and collaborating with the branch team to ensure a seamless, compliant service experience. #J-18808-Ljbffr Fairygodboss
$29.5 per hour
...Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members’ experience by delivering... ...Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeFlexible hoursAfternoon shift$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...SuggestedTemporary workMonday to FridayShift workDay shift- Fremont Bank is seeking a Platinum Services Specialist to act as the liaison between Private Banking, Diamond clients, and Fremont... ...and business relationships and providing innovative financial solutions. Located in the San Francisco Bay Area, Fremont Bank offers a people...Suggested
$26 - $34.67 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations...SuggestedHourly payWork at officeFlexible hoursShift workDay shift$22.27 - $33.43 per hour
...segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and... ...to support client retention objectives and proactively promotes solutions appropriate to clients. Assist clients with their branch...SuggestedHourly payRemote work- Fremont Bank is seeking a Platinum Services Specialist to serve as the liaison between Private Banking, Diamond clients, and the bank. You will deliver world-class service to high-touch clients, build personal and business relationships, open new accounts, onboard Treasury...
$28.85 - $33.65 per hour
...for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial... ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ...specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift$43.68k - $69.9k
...Fifth Third Bank Career Opportunity Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...and/or finding answers to customer questions and finding solutions to customer issues. Be responsive and timely with correspondence...Work at office- ...maintaining strong risk and compliance practices. The ideal candidate will have 0-2 years of experience, a Bachelor's degree, and NMLS/Safe Act compliance, along with strong communication skills and familiarity with Smart Banking tools. #J-18808-Ljbffr Citibank (Switzerland) AG
- ...our clients to offer the best investment solutions to meet their financial needs. As a Private... ...administrative support to Private Client Advisors within Wealth Management. Job... ...OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO...
- Fifth Third Bank in Hayward, CA seeks a Retail Personal Banker I after a structured onboarding program with rotations in operations... ...and collaborating with partners to provide complete financial solutions while maintaining high ethical standards. #J-18808-Ljbffr Fifth...
- BMO Harris Bank in Fremont, CA is seeking a Retail Banking Sales & Service associate who delivers exceptional service, identifies customer needs, and guides them to suitable financial solutions. You will collaborate with branch partners, welcome customers, promote digital...
$130k - $170k
Position Summary The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers... .... Collaborate with internal partners to offer comprehensive solutions to clients. Analyze sales data, reports, market trends and competitor...Flexible hours$45.9k - $75.9k
...Address: 46691 Mission Blvd. Job Family Group: Retail Banking Sales & Service Bilingual in English and Mandarin Language is... ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...Contract workPart timeLocal areaImmediate startDay shift- ...services in a retail branch setting, including banking transactions, product education, and... ...growth for Technology Credit Union (Tech CU) including but not limited to mortgage... ...member needs into appropriate financial solutions. Demonstrated rapport-building, active...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$26.44 - $35.1 per hour
...Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Relationship Banker... ...Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-Compromise...Work at officeLocal areaFlexible hoursNight shift- ...BMO in Fremont, CA is hiring a Lobby Leader to deliver exceptional service, guide customers in personal banking and investment advice, and collaborate with branch partners to enhance the banking experience. You will welcome customers, assess needs, and promote digital...
- Bank of America in Fremont is seeking a Financial Solutions Advisor Stage I to kickstart your career in finance. You will obtain your Securities Industry licenses and develop foundational skills to manage client relationships effectively. Success in this role leads to further...
- LPL Financial collaborates with banks to provide a comprehensive suite of financial services... ...Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with... ...an advice-based approach to financial solutions for an assigned book of business. Actively...Work at officeLocal area
- City National Bank in Pleasanton, CA is seeking a Relationship Banker to drive branch sales while delivering best-in-class service. You will assist customers with transactions, cultivate new client relationships, and identify cross-sell opportunities across CNB products...
- ...and provide financial counsel Assess and attend to customers’ banking needs Obtain and process customer and account information Educate... ...on deposit and loan products and services Recommend financial solutions based on customers’ goals and needs Originate and close consumer...
$250k
...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures... .... Qualifications 0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart...Full time$92.5k - $127.5k
...financial products, and ensure the delivery of tailored banking, credit/borrowing, and investment solutions aligned with each client’s goals. Additionally, they... ...with Branch Managers and Associates, Financial Advisors, Commercial and Residential Loan Officers, and other...Local areaFlexible hours- Farmers & Merchants Bank of Central California in Danville is seeking a Personal Banker to open new accounts, originate consumer loan applications, and nurture client relationships. You will build connections within the community, refer opportunities, and provide customer...
- ...delivering exceptional service while identifying needs and guiding conversations toward appropriate solutions. In addition, the role focuses on direct sales growth for Tech CU including mortgage and auto lending, while complying with regulatory requirements and working...
- Fifth Third Bank in Pleasanton, CA seeks a Float Personal Banker I to deliver exceptional service to customers, handle daily transactions accurately, resolve issues promptly, and maintain confidentiality on account information while upholding bank policies. You will travel...
- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experiences for high-net-worth individuals... ...coordinate with internal partners to tailor financial advice and solutions aligned with client goals. The ideal candidate has at least 5...
$25.19 - $28.96 per hour
Personal Banker - Danville Department: Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Supervises Others: No... ...They need to demonstrate motivation to offer the right financial solutions to help customers with large expenses, such as saving for...Hourly payFull timeWork experience placementLocal area
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