Relationship Banker & Client Solutions Expert
Bank of America
Bank of America is seeking a client associate to serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen client relationships through platform services and support self‑service or transactional activities for a superior client experience. The role emphasizes outbound outreach, consistent follow‑up, and adherence to regulatory guidelines while enabling career growth in a collaborative, #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker & Client Solutions Expert in Glendora, CA vacancy
- ...brokerage recommendations. You will triage client needs, interact with internal partners,... ...toward suitable banking and investment solutions. The role emphasizes regulatory due... ...and a strong focus on building lasting relationships while meeting performance goals in a fast...Suggested
- ...Covina seeks a customer‑facing specialist to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering solutions. You will connect clients to specialists and support self‑service transactions, while proactively following...SuggestedWeekend work
- ...Associate to be the first point of contact for financial center clients, uncover their personal banking needs, and connect them to the... ...clients through self-service options and transactions, deepen relationships, and perform outbound follow-ups. Flexibility for location...Suggested
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. The role includes triaging client leads, referring to business partners, and reviewing goals with clients to build...Suggested
- Bank of America seeks a client-focused professional to serve as the first point of contact... ...uncover personal banking needs, offer solutions, and connect clients with specialists.... ...self-service transactions, deepen relationships, and maintain compliance with banking regulations...SuggestedWeekend work
$52k - $55.68k
...Growth and delivering for our clients, teammates, communities and... ...and connecting clients to solutions that meet the financial goals... ...operational excellence • Builds relationships with clients to meet... ...network by partnering with experts in small business, lending,...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...sede en el sur de California, busca un Vendedor de Tienda Full Time para representar la marca y crear experiencias memorables para clientes en nuestras tiendas de Chile. Serás embajador de Skechers, alcanzando metas de venta y brindando asesoría sobre calzado y...Full time
$43k - $75k
...advice and guidance regarding financial solutions that are in the best interests of... ...and small business solutions). Offers clients advice and guidance on available digital... ...generating appointments, and building new relationships within the community. Addresses...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Chino, CA4 days ago$23.75 - $29 per hour
...About this Role The Relationship Banker is responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service and sales activities. This role serves as a key client-facing...Hourly payRemote workFirst Bank & Trust Company
Chino, CA4 days ago- ...Bank of America is seeking a client-facing ambassador to assist customers in the lobby... ...and connect them to suitable financial solutions. The role emphasizes delivering an... ...experience, handling cash, and building relationships with customers while adhering to bank policies...Weekend work
Bank of America
La Puente, CA2 days ago - ...Engage clients in the lobby to educate and assist them with transactions... ...Connect clients to solutions that meet their financial goals... ...excellence Build relationships with clients to meet financial... ...network by partnering with experts in small business, lending,...Work at officeWeekend work
Jobtailor
Duarte, CA1 day ago $41.71k - $69k
...advice and guidance regarding financial solutions that are in the best interests of... ...and small business solutions). Offers clients advice and guidance on available digital... ...generating appointments, and building new relationships within the community. Addresses questions...Part timeLocal areaImmediate startDay shiftBMO Harris Bank
Chino, CA1 day ago- ...Financial Solutions Advisor - Northern Inland Empire Area Corona, California;Chino,... ...Responsible Growth and delivering for our clients, teammates, communities and... ...mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
Bank of America
Chino, CA19 hours ago $21.68 - $26.5 per hour
...Job Title Relationship Bankers Job Description Relationship Bankers build relationships... ...provide the best possible counsel. Strong client relationships are based on trust,... ...services, and recommending financial solutions based on each customer's unique goals...Temporary workLocal area- ...Baldwin Park, CA is hiring for a Financial Center Client Advisor role focused on opening accounts,... ...service options, and delivering personalized banking solutions. You will partner with teams to deepen client relationships, support transactions, and ensure accuracy while...
- ...New Accounts Representative, Personal Banker, Financial Service Representative, etc... ...You Will Be Doing Expanding current client relationships and building new client relationships... ...understanding their needs and providing solutions via the use of all appropriate product...
- ...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
- ...Financial Advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to... ...background checks in place. The role emphasizes building relationships, delivering tailored investment strategies, and...
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities, and... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...acquiring, building and managing client relationships to considering a client’s complex financial...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$22 - $25 per hour
...services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.... ...customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with...Full timeFlexible hoursWeekend workCathay Bank in
Diamond Bar, CA4 days ago- ...Bank of America is seeking a customer-focused professional for an in-office banking role in California. You will build relationships with clients, drive the client experience, and manage cash and appointments while following compliant processes. The role requires bilingual...Work at officeFlexible hoursWeekend work
Bank of America
West Covina, CA3 days ago - Bank of America is hiring in California for an in-office role that emphasizes building client relationships, driving a strong client experience, and meeting financial needs. The position requires bilingual Spanish, weekend flexibility, and strict adherence to laws and...Work at officeWeekend work
- ...Growth and delivering for our clients, teammates, communities and... ...and connecting clients to solutions that meet the financial goals... ...operational excellence • Builds relationships with clients to meet... ...network by partnering with experts in small business, lending,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is hiring for an in-office role in California with a strong emphasis on client relationships and financial services. The position requires bilingual Spanish proficiency and flexibility to work some weekends or extended hours. The role involves handling...Work at officeWeekend work
- Bank of America in the United States seeks a licensed financial professional to triage client needs, review goals, and build financial plans including banking and brokerage products. Ideal candidates hold Series 7 & 66 licenses (63/65 acceptable), with at least a year...
- ...partners and maintaining regulatory compliance including SAFE Act requirements. The candidate should have Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and strong client relationship skills. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, routing referrals, and meeting with clients to review goals, build financial plans, and recommend brokerage products...Work at office
- A leading construction solutions provider located in Glendora, CA, is seeking a Payroll Manager to oversee payroll processing for over 1000 employees. The ideal candidate will manage payroll transactions using SAP, ensuring compliance with federal and state regulations....
- ...exceptional customer service, promote loyalty programs, and help customers select exquisite pieces, while building lasting client relationships. You will leverage product knowledge of precious metals and gemstones, drive sales, participate in events, and ensure accurate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Client Solutions Expert. Be the first to apply!
