Client-First Banker: Financial Solutions & Relationships
Jobtailor
Jobtailor is seeking a client-focused banking professional to be the first point of contact for financial center clients and uncover personal banking needs. You will offer tailored solutions and connect clients to specialists while deepening relationships through platform services. You will support self-service or transactional activities, provide exceptional client care, and engage clients through outbound calls with regular follow-ups to drive satisfaction and growth. #J-18808-Ljbffr Jobtailor
- JPMorganChase in California seeks a Relationship Banker to represent Chase at a branch, acquire, manage, and retain client relationships, and offer financial solutions using digital banking tools. You will engage clients with hospitality, learn products quickly, and ensure...Financial
$23.19 - $28.35 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship... ...while adapting a digital first mindset. Strong client... ...services, and recommending solutions based on each customer's unique... ...and learning about their financial needs, and banking channel preferences...FinancialTemporary work- ...Chase is seeking a Relationship Banker to welcome clients, build lasting relationships and offer tailored financial solutions. You will leverage technology to enhance service, educate clients on digital tools, and collaborate with specialists to meet complex needs. The...Financial
- ...Relationship Banker San Fernando, California;Sylmar, California... ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...connecting clients to solutions that meet the financial... ...process before your first day of work. This communication...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...enthusiastic individual to engage clients in the lobby, assisting them... ...resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key.... ...working 40 hours per week in a first shift schedule. #J-18808-...FinancialDay shift
- Chase is seeking a Relationship Banker to represent our brand in Santa Clarita, delivering... ...service and guidance on banking solutions. You will build lasting client relationships, leveraging technology and expert support to meet financial needs. Core duties include...FinancialWeekend workAfternoon shift
$63.3k - $117.2k
...Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new... ...Understands customer needs and offers financial solutions that meet customer goals.... ...Group's expected target for the first year in this position. BMO Financial...FinancialPart timeLocal area- ...Associate in California. You will engage clients in the lobby, educate them on self-... ...while building lasting relationships that meet their financial goals. Responsibilities include managing... ...and small business to grow client solutions. Weekend/extended hours may be required...FinancialWeekend work
- Jobtailor in the United States is seeking a client-focused banking professional to help personal and small‑business clients navigate financial options and technology tools. The role emphasizes sales, relationship building, compliant service, and flexibility to work weekends...FinancialWeekend work
$25 - $26.77 per hour
...This job is responsible for engaging clients in the lobby to educate and assist... ...operational excellence. Builds relationships with clients to meet financial needs. Follows established processes... .... Is confident in identifying solutions for new and existing clients based...FinancialHourly payShift workWeekend workDay shift- Bank of America in San Fernando, CA is seeking a motivated individual for a client engagement role. Responsibilities include assisting clients with transactions and managing financial center operations. The ideal candidate will possess a strong work ethic, effective communication...FinancialHourly pay
$25 - $26.77 per hour
...This job is responsible for engaging clients in the lobby to educate and assist... ...operational excellence. Builds relationships with clients to meet financial needs. Follows established processes... .... Is confident in identifying solutions for new and existing clients based...FinancialHourly payShift workWeekend workDay shift- ...Responsibilities Serve as the first point of contact for financial center clients Help uncover personal banking needs of both... ...business clients Offer appropriate solutions and connect clients to specialists Deepen client relationships through platform services Support clients...FinancialWeekend work
- A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training... ...licenses while building client relationships in a collaborative environment...Financial
- ...Bank of America We help make financial lives better through... ...growth and by delivering for our clients, teammates, communities and... ...priorities and connecting them to solutions that meet their financial... ...operational excellence Build relationships with clients to meet...FinancialShift workWeekend workDay shift
$27 - $41 per hour
...here. At Wells Fargo, we're more than a financial services leader - we're a global... ...About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network... ...deposit, credit, and investment solutions. In addition, this role supports everyday...FinancialTemporary workWork experience placementImmediate start- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial... ...operational excellence Builds relationships with clients to meet...FinancialWork at officeShift workWeekend workDay shift
- ...experiences for our clients and employees,... .... We build lasting relationships by doing the right... ...As a Relationship Banker in a Chase Branch,... ...the latest banking solutions and cutting-edge financial technology combined... ...responsibilities Put clients first and exceed their...FinancialImmediate startAfternoon shift
- Bank of America is seeking a dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans, recommend banking solutions, and triage client requests. The ideal candidate...Financial
$70k - $80k
...of America in West Chatsworth is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include building comprehensive... ...or financial services industry. Strong relationship-building skills and effective communication...Financial- Bank of America is seeking a Financial Advisor in Sunland, CA, responsible for providing tailored financial advice and solutions to clients. The advisor will help clients meet their financial... ...necessary licenses, a strong relationship-building ability, and experience in...Financial
$18.39 - $27.62 per hour
...RELATIONSHIP ASSOCIATE SENIOR - PBB Sun Valley Branch... ...to work directly with clients on a daily basis in handling... ...proactively promotes solutions appropriate to clients... ...plans, available the first of the month following... ...s leading diversified financial services companies. To...FinancialHourly payWork at officeRemote work$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain necessary... ...training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to provide...FinancialHourly payMonday to Friday- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss... ...values: Service Over Sales, always putting clients first Set and achieve aggressive personal and team...FinancialFull time
- ...experiences for our clients and employees,... .... We build lasting relationships by doing the right... ...As an Associate Banker within Chase, you will... ...the latest banking solutions and cutting-edge financial technology combined... ...Ability to put clients first and exceed their expectations...FinancialPart time
$37 - $65.5 per hour
...Fargo, we're more than a financial services leader - we'... ...Senior Branch Premier Banker (SAFE) to play a... ...deepens, and manages relationships with affluent customers... ...to deliver integrated solutions across deposits, investments... ...management of complex client needs * Demonstrate...FinancialTemporary workWork experience placementImmediate start$20 - $28 per hour
...Overview At First Citizens Bank, together we become better. We... ...Ability to support team by making client servicing calls, identifying... ...to build strong working relationships with those on their team as well... ..., customer transactions and financial exposures. Complete required...FinancialWork at officeImmediate startShift work- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial... ...operational excellence Builds relationships with clients to meet...FinancialWork at officeShift workWeekend workDay shift
$70k - $80k
Bank of America seeks a Financial Advisor in Santa Clarita to provide tailored advice and solutions to clients for their financial goals. Responsibilities include triaging client leads, reviewing financial plans, and recommending brokerage products. The ideal candidate...FinancialFull time$134k - $168k
...important work benefits our clients and partners as much as it does... ...cutting-edge technology solutions for our clients. Founded... ...build and strengthen client relationships, and grow our footprint in key... ...as the primary account-level financial lead and hold accountability...FinancialFull timeContract workShift work
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