Client Relationship Banker & Solutions Advisor
National Black MBA Association
Bank of America in Carson, CA is seeking a frontline banker to educate clients about self-service options and assist with transactions. You will process cash transactions, engage clients in meaningful conversations about their financial goals, and connect them to suitable solutions across banking products. The role requires a customer-focused mindset, ability to learn new technology, and willingness to work weekends or extended hours as needed. #J-18808-Ljbffr National Black MBA Association
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Banker & Solutions Advisor in Carson, CA vacancy
- ...California seeks a Customer Service Associate to engage clients in the lobby, educate on self-service banking,... ...process cash transactions. You will build relationships, assess client needs, and connect them to banking solutions that fit life goals. The role requires strong...SuggestedWork at officeWeekend work
- ...United States seeks a service-oriented team member to assist clients in the lobby, educating and guiding them through self-service... ...financial goals. The role emphasizes handling cash, building relationships, and coordinating with specialists in lending and investments....SuggestedWeekend work
- ...Hawthorne, CA, seeks a customer-focused banker to greet clients and guide them through self-service... ...education, and building lasting relationships with customers. You will process transactions... ...them with appropriate financial solutions while collaborating with teammates in...SuggestedShift workWeekend work
- ...JPMorganChase in Carson, CA is seeking a Relationship Banker to deliver exceptional, client-centric service and build lasting relationships. You will leverage Chase solutions to meet financial needs and drive branch success, while partnering with specialists for complex...SuggestedWeekend workAfternoon shift
Next Frontier Capital
Carson, CA3 days ago - TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial... ...planning and personalized investment solutions to a diverse client base. The role... ...understanding of financial markets, relationship management, and the ability to educate...Suggested
- ...Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver... ...financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional investor...
- JPMorgan Chase & Co. in Carson, CA is seeking a Relationship Banker to represent our brand with hospitality and technology-enabled banking solutions. You will lead in acquiring, managing, and retaining client relationships, offering thoughtful financial solutions to address...Weekend workAfternoon shift
- ...professional to deliver exceptional service and guidance on financial solutions. You will identify customer needs, present tailored lending... ...across branches, and proactive outreach to build lasting customer relationships within the community. #J-18808-Ljbffr Koitecc Solutions
- ...motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service. You will grow... ...building a client base and delivering financial solutions. The role emphasizes relationship-building over heavy analytical work, with compensation...
- ...Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE,... ...Series 66 licenses and to learn to guide clients through complex financial scenarios... ...solutions while building long-term client relationships. #J-18808-Ljbffr United States...Work at office
$70k - $80k
...Responsible Growth and delivering for our clients, teammates, communities and... ...annuities, and banking and money managed solutions Recommends banking and investments strategies... ...your mind to. Builds and nurtures strong relationships. Collaborates effectively with others...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...Responsible Growth and delivering for our clients, teammates, communities and... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to deliver foundational client advisory services. You will support clients with banking and investment solutions while...
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities, and... ...grow, and make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ..., building and managing client relationships to considering a client’s complex financial...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
Bank of America in the United States seeks a client-focused financial professional to plan short- and long-term goals with brokerage products and banking solutions. You will build financial plans, recommend strategies, and triage client requests while mitigating risk....Temporary workWork at officeFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I in Downey, CA to help clients achieve financial goals. You will train toward SIE, Series 7,... ...and launch a career in client advisory, building relationships and delivering solutions. You will start in a financial...
- U.S. Bank in Lakewood, CA is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and presenting suitable deposit and loan options. The role includes opening accounts, processing basic transactions, closing...
- JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive... ...and families. You will help clients build durable relationships and deliver tailored solutions, leveraging digital tools to enhance the investor experience...
- ...U.S. Bank is seeking a Relationship Banker in Torrance, CA to build strong client relationships, assess banking needs, and promote financial solutions. You will open accounts, process transactions, and educate clients on digital products while delivering an excellent customer...
U.S. Bank
Torrance, CA3 days ago - Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them reach their goals. The role includes triaging leads, referrals to partners, and meeting with clients to review and plan investments and banking solutions...
- JPMorganChase is hiring a Relationship Banker to deliver exceptional client experiences in a Chase Branch in California. You will lead client acquisition and retention, tailor financial solutions, and connect clients to technology tools for convenient banking. The role...Afternoon shift
- U.S. Bank in Norwalk, CA is hiring a Relationship Banker to build client relationships, assess banking needs, and guide customers to suitable deposit... ...; strong communication and sales skills are essential to provide tailored financial solutions. #J-18808-Ljbffr U.S. Bank
- JPMorgan Chase & Co. in Manhattan Beach invites dynamic Relationship Banker candidates to join our branch team. You will acquire, manage, and retain client relationships, offer thoughtful financial solutions, and represent our brand with hospitality and integrity. The role...Weekend workAfternoon shift
- U.S. Bank is seeking a Relationship Banker to grow trust with customers by understanding banking needs, explaining... ...transactions at the branch. You will build client relationships through proactive outreach, identify solutions, and promote digital tools while maintaining...
$164k - $280k
Lead Advisor is a wealth management consulting and search firm in Manhattan Beach. The role is a private wealth advisor managing client relationships and financial plans with a CFP credential. The position requires meeting clients 3x per week on-site in Manhattan Beach...- Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment...
- Bank of America in California seeks a financial professional to deliver comprehensive financial guidance and customized solutions, helping clients achieve their goals. You will triage leads, refer to partners by client needs and assets, and meet with clients to review...
- ...is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You... ...needs and ethically recommend and sell suitable financial solutions. You will identify markets, travel to meet prospects, and schedule...
- .... in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive... ...and families. You will deliver advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a book of business, apply knowledge...
- Sky One Federal Credit Union is seeking a Member Services Advisor I in Hawthorne, California. In this onsite role, you will provide tailored financial solutions, enhancing the lives of our members through exceptional service. You'll work in a vibrant culture that promotes...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Banker & Solutions Advisor. Be the first to apply!
Related searches
- airport customer service agent Carson, CA
- client experience specialist Carson, CA
- customer service associate Carson, CA
- customer success specialist Carson, CA
- hospital customer service representative Carson, CA
- customer service representative hiring Carson, CA
- community service representative Carson, CA
- client service representative Carson, CA
- customer support representative Carson, CA
- customer relations specialist Carson, CA