Hybrid Personal Banker & Client Solutions
First-Bank
First Bank in Walnut Creek, CA is seeking an enthusiastic client service professional to be the first point of contact for our clients. You will welcome clients, strengthen relationships within our world-class service model, and guide conversations toward appropriate financial solutions. You will acquire and engage branch clients, advise on digital banking options, manage risk, and perform other duties as needed. #J-18808-Ljbffr First-Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Hybrid Personal Banker & Client Solutions in Walnut Creek, CA vacancy
- ...in Walnut Creek, CA is seeking a client-focused professional to serve as... ...service model, delivering personalized conversations to identify financial solutions. You will acquire and engage branch... ..., compliance, and teamwork in a hybrid environment. #J-18808-Ljbffr RadNet...Suggested
- Bank of America in Martinez, CA is seeking a client‑facing banking associate to engage clients in the lobby and educate them on self‑... ...cash transactions accurately and connect clients to financial solutions that align with their goals. The role requires strong communication...Suggested
- ...Advisor to support Wealth Advisors by managing and deepening virtual client relationships. This role focuses on delivering customized... ...We champion growth through education and collaboration, with a hybrid work approach that balances flexibility with in-office collaboration...SuggestedWork at office
- ...first point of contact for our clients! In addition to welcoming our... ...appropriate financial solutions. Leverage internal partnerships... ...of our associates and promote personal and professional development... ...At First Bank, we embrace a hybrid work environment which allows...SuggestedFor contractorsWork at officeRemote workFlexible hours
RadNet
Walnut Creek, CA5 days ago - Citigroup Inc. in Walnut Creek, CA seeks entry-level Personal Banker to support sales and service activities in coordination with the customer... ...loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business lending referrals...Suggested
- ...Trust in Walnut Creek is seeking a Branch Relationship Banker (Personal Banker) to deliver a full-service banking experience... ..., assist with consumer lending needs, and connect clients with tailored financial solutions while delivering exceptional service across the...Local area
- Huntington National Bank is seeking a Financial Relationship Banker to help customers achieve their financial goals. In this role you... ...identifying needs and recommending deposit, loan, and other banking solutions. You will provide excellent service, handle inquiries, educate...
- Charles Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will... ...of client outcomes, with on‑site collaboration and a strong focus on in‑person work in specified #J-18808-Ljbffr Charles Schwab
$28.85 - $33.65 per hour
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc.... ...Be Doing ~ Expanding current client relationships and building new client relationships... ...their needs and providing solutions via the use of all appropriate product...Flexible hours
FirstBank
Walnut Creek, CA3 days ago - Citi is seeking an entry level Personal Banker in Walnut Creek, CA to support the customer service team and help execute sales, products or... ...to foster relationships and build loyalty among individual clients. The role focuses on assisting with small business and consumer...
- Bank of America in Pleasant Hill, CA seeks a Financial Solutions Advisor Stage II to obtain securities licenses (SIE, Series 7, Series 66) and to build and manage client relationships while delivering tailored financial solutions in a fast-paced financial center. The role...
- ...firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies.... ...leading client meetings and providing tailored financial planning solutions. This role offers benefits such as full health insurance and...
- ...Industry licenses, including SIE, Series 7, and Series 66 Exams Build and manage client relationships, considering complex financial pictures and guiding clients with advice and solutions Work in a financial center to deliver Bank of America’s banking and investment solutions...Work at office
- EP Wealth Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The Wealth Advisor builds long-term relationships, deepens understanding of clients’ goals, and designs investment, retirement,...Flexible hours
$250k
...Personal Banker Safe Act, Pleasant Hill Downtown Branch, Officer Discover your future at Citi... ...increase sales to individual consumer clients. Responsibilities: Work with... ..., and present product offers/financial solutions Understand and comply with Citibank...Full time- U.S. Bank is seeking a Relationship Banker in Berkeley to build strong client relationships across in-person, appointment, and virtual channels. You will identify banking... ...clients on products, and recommend suitable solutions while supporting digital-first banking...
$150k - $200k
...manager, we build dynamic relationships with clients, understand their goals, and navigate... ...’ success.Franklin Templeton Investment Solutions (FTIS) is a division of Franklin... ...techniques, and global market performance. This person will serve as a subject matter expert in...Full timeWork experience placementLocal area- ...centric team. You will work closely with Wealth Advisors to deliver personalized wealth advice and participate in retirement, tax, estate, and investment planning for diverse clients. The role supports a hybrid schedule (3 days in office/week, 2 remote days) and involves...Work at officeRemote work3 days per week
- ...sales leader to manage a team of licensed retail bankers. You will coach, train, and develop staff, review client accounts, and drive sales while prioritizing... ...ability to build relationships, present financial solutions, and achieve sales goals across your territory....
$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... ...licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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... ...licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$170k - $210k
...legally bound to act in our clients’ best interests — always.*Mercer... ...needs of clients and propose solutions that fit each client's unique... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS),... ...through Friday.Working Conditions: Hybrid schedule with a combination...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a... ...oversight to deliver integrated solutions across deposits, investments,... ...expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk excellence...Temporary workWork experience placementImmediate startWells Fargo
Walnut Creek, CA1 day ago- ...Switzerland) AG in Pleasant Hill, CA is seeking an entry-level Personal Banker to support sales and service activities with the customer... ...building loyalty and increasing sales to individual consumer clients. The position involves handling small business credit requests...
Citibank (Switzerland) AG
Pleasant Hill, CA16 hours ago - ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California... ...Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. ****This...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Pleasant Hill, CA5 days ago $250k
...Personal Banker Safe Act, Walnut Creek Branch, OfficerDiscover your future at Citi. Working at Citi is far more than just a job. A career... ...build loyalty and to help increase sales to individual consumer clients. Responsibilities:Work with business credit requests less...Citigroup Inc
Walnut Creek, CA15 hours ago- ...Relationship Banker Concord, California To proceed with your application, you must... ...Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. This position...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Concord, CA4 days ago $25 - $26.77 per hour
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Concord, CA4 days ago- ...we challenge the status quo and help clients achieve what matters most. Schwab... ...-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment... ...skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances...Work at office
Charles Schwab
Walnut Creek, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Personal Banker & Client Solutions. Be the first to apply!
Related searches
- personal banker Walnut Creek, CA
- private banker Walnut Creek, CA
- personal caregiver Walnut Creek, CA
- personal training Walnut Creek, CA
- attorney personal injury Walnut Creek, CA
- personal training part time Walnut Creek, CA
- entry level personal training Walnut Creek, CA
- personal banker iii
- private mortgage banker
- personal banker