Branch Banking Advisor: Personal Finance & Referrals
$41.71k - $50.5kKoitecc Solutions
Koitecc Solutions is seeking individuals who can enhance customer banking experiences and identify growth opportunities. The role involves guiding customers, conducting discussions about banking services, and contributing to branch outcomes. Applicants should possess a commitment to helping customers in a consultative sales setting. The position requires 1-2 years of relevant experience, knowledge of banking solutions, and excellent interpersonal skills. Competitive salary ranges from $41,714 to $50,500 are offered. #J-18808-Ljbffr
$250k
Job Summary The Personal Banker SAFE Act is an entry level position... ...small business products Build referral business opportunities... ...experience Provide Tellers and other branch staff with coaching and... ...relevant experience Previous banking, retail or sales experience preferred...Personal$50 - $60 per hour
DataAnnotation is seeking a Personal Banker in California to help train AI models in finance. This role involves evaluating AI outputs, improving chatbot responses, and ensuring accuracy in financial reasoning. Candidates should have advanced degrees and experience in...PersonalRemote jobHourly payFor contractorsFlexible hours- A leading financial services company located in California is looking for a Learning Branch Personal Banker. In this role, you will mentor and train new Retail Banking associates, create customer relationships through outbound efforts, and process various banking transactions...Personal
$19 - $23 per hour
...our team! At Cathay Bank – we strive to... .... Provide quality personalized customer service,... ...partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators... ...support branch new business promotions... ...business, accounting or finance preferred or...PersonalFull timeWork experience placementFlexible hours$38.91k - $75.08k
UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience... ...and contribute to UMB’s continued success.To ensure our branch associates are provided the foundation to be successful in...PersonalLocal areaFlexible hours- ...investments, insurance, banking and generosity. At... ...Thrivent’s comprehensive advisor onboarding program.... ...service and faith. Provide personal, actionable and... ...function Job function Finance, Business Development,... ...Management, and Insurance Referrals increase your chances...PersonalFull time
- ...Relationship Banker in a Chase Branch, you will represent our brand... ..., using the latest banking solutions and cutting‑edge financial... ...proactively meet with them, both in person and over the phone, to build... ...cards, mortgages, auto financing, investment advice, small‑business...PersonalImmediate startAfternoon shift
$20.13 - $24.86 per hour
Relationship Banker 1 or 2 at Mendocino Branch PLEASE NOTE: This is a full-time, 40 hour... ...Bankers must successfully complete Savings Bank’s eight-week in-house training program... ...Principles & Professional Standards. Provides referrals to designated specialists in Lending,...Hourly payFull timeWork experience placementWork at officeLocal area- ...opportunity? As an RBC Financial Advisor, you attract, nurture, and... ...with our high-value personal and small business clients, by... ...of expertise across everyday banking, investments and credit, with... ...Certificate of Achievement - Personal Finance, offered through the Canadian...PersonalLocal areaFlexible hours
- What you’ll do: As the personal coach to our Nation’s military families... ...on managing day-to-day finances, building lifetime assets, and... ...plan that includes: Savings/banking Investments/wealth management... ...grow a successful Financial Advisor career. Sponsorship: First Command...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$54k - $75k
...Citibank, N.A. is seeking an entry-level Personal Banker SAFE Act in California. This role... ...with business credit requests, building referral opportunities, and delivering client... ...a Bachelor’s degree and preferably some banking or retail experience. The position offers...Personal$80k - $90k
...guidance. Merrill's Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory... ...of Merrill coupled with the banking convenience of Bank of... ...prospective clients, capitalize on referrals, assess customer needs, refer...PersonalInterim roleWork at officeImmediate startShift workDay shift- ...Job Responsibilities Support Advisors' book of business, including... ...obligation of JPMorgan Chase Bank, N.A., or affiliates. Subject... ...division provides services like personal banking, credit cards,... ...type Full-time Job function Finance and Sales #J-18808-Ljbffr JPMorganChasePersonalFull time
$225k
The People Of: Professional Services is seeking a Corporate Finance Associate (3rd-4th year) to join its Finance & Banking Practice Group. This role offers exposure to national and cross-border transactions and involves tasks such as handling acquisition financings and...- ...-related products such as Transferable LC, Back to Back LC, LC Financing Handles the processing of other Trade Finance products such as... ...Proficient or fluent in Korean to effectively liaise with Korean counterparts and clients (preferred) #J-18808-Ljbffr Shinhan Bank
$69k - $127.8k
Treasury Advisor - Treasury & Payment Solutions Specialty Groups [Sponsor Finance] About The Team: The Treasury and Payment Solutions (TPS) Sales organization within BMO’s U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products...Work experience placementLocal area$150k
Office Manager at Finance Firm - San Carlos, CA - Up to $150K Join to apply... ...to commute to the office in-person in San Carlos, CA Job Offer Competitive... ...Human Resources Industries Banking, Capital Markets, and Financial Services Referrals increase your chances of...PersonalFull timeWork at officeLocal area$260k - $390k
BANKING & FINANCE ASSOCIATE ATTORNEY BANKING & FINANCE PRACTICE GROUP Locations: New York, NY | Los Angeles, CA / San Francisco, CA HYBRID Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated...Work at office- ...Development Corporation is seeking a Relationship Banker to join Mabrey Bank in California, MO. This full-time position involves building lasting customer relationships, providing exceptional service in personal banking and teller transactions, and assisting with deposits,...PersonalFull timeMonday to Friday
$43.68k - $69.9k
Fifth Third Bank in California is looking for a Personal Banker I to enhance customer experiences through exceptional service. Your role will involve building relationships with customers, understanding their financial needs, and providing tailored solutions that grow...Personal- SchoolsFirst Federal Credit Union in California seeks a dedicated member service professional to provide exceptional service at branch locations. This role requires 5-7 years of related experience and a High School Diploma or GED. The ideal candidate will assist with transactions...Personal
- X Star Technology is seeking a Corporate Finance Manager to lead funding strategies and secure financing facilities in California. This role is pivotal in managing bank relationships and optimizing funding solutions to support auto-financing growth. The ideal candidate...
- ## DescriptionAt Mabrey Bank, you’ll do more than process transactions — you’ll build lasting relationships and help customers reach... ...**Relationship Banker**, you’ll gain hands-on experience across personal banking, customer service, and teller operations, all while being...PersonalFull timeMonday to Friday
$43.68k - $69.9k
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and...PersonalWork at office$89.61k - $138.9k
Business Banking Officer - Hybrid job at Logix Federal Credit Union, Valencia, CA. Job... ...members to identify sales opportunities, make referrals to appropriate sales partners including... .... Travels to and works at assigned branches up to 5 days a week. Works with assigned...Work at officeWeekend workAfternoon shift$22 - $23.5 per hour
Introduction Since 1973, East West Bank has served as a pathway to success. With over 1... ...Responsibilities Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage,... ...for MLO; understand the interest rates, financing, and calculations to better service...$25 - $27.88 per hour
...through self‑service resources such as mobile banking, online banking, or ATM.... ...management, business administration or finance. Skills Adaptability Business Acumen Customer... ...Development Pipeline Management Prospecting Referral Identification Referral Management Minimum...Hourly payShift workWeekend workDay shift- Job Overview At Bank of America, we are guided by a common purpose to help make financial... ...management, business administration or finance Bilingual Mandarin Desired Skills Adaptability... ...Pipeline Management Prospecting Referral Identification Referral Management...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Todayjob requisition id: R0071548# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive team environment where... ...sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.* Educating and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities... ...management, business administration or finance Skills Adaptability Business Acumen... ...Pipeline Management Prospecting Referral Identification Referral Management Compliance...Shift workWeekend workDay shift
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