Personal Banking Solutions Advisor
Bank of America
Bank of America in Torrance is seeking a client-focused financial center professional to advise clients through the full spectrum of borrowing and banking offerings. You will meet with clients, present tailored solutions, and balance sales with risk and relationship care to drive meaningful outcomes. The role emphasizes outbound outreach, relationship building, and teamwork with leaders to deliver exceptional service and growth across client portfolios. #J-18808-Ljbffr Bank of America
$57.5k - $106.5k
...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs... ...during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending...PersonalPart timeLocal area$28.85 - $33.65 per hour
...; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ..., where you receive dedicated and personalized classes for your Securities Industry Essentials...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayRotating shiftDay shift- ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...PersonalImmediate startAfternoon shift
$28.8 - $35 per hour
...Full-Time Member Experience Specialist II (Personal Banker) in Hawthorne, CA, and play a... ...financial knowledge to deliver personalized solutions that make a real difference. As a valued... ..., assisting members with everyday banking needs, opening new accounts, processing...PersonalHourly payFull time$41.71k - $69k
...advice and guidance regarding financial solutions that are in the best interests of customers... ...financial solutions and preferred banking channels while recommending tailored solutions... .... Makes credit recommendations for personal lending transactions, including home financing...PersonalPart timeLocal areaImmediate startDay shift$37 - $65.5 per hour
...serving as their primary point of contact for banking products and services through scheduled... ...risk oversight to deliver integrated solutions across deposits, investments, credit,... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start- Jobtailor in Bellflower, CA seeks a customer service-oriented banking associate to build trust-based relationships through proactive conversations, support financial well-being, and guide customers to appropriate products. You will handle everyday banking needs, including...Personal
- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...and cities grow, delivering solutions to solve all their financial... ...financial services, including personal banking, credit cards, mortgages...PersonalImmediate startAfternoon shift
$126.82k - $149.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ...our shared ambition to life, and each person is unique in their potential. A career with... ...design, develop, and continually optimize solutions that drive adoption, engagement, and...Full timeWork experience placementLocal areaShift work$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investment...Temporary workMonday to FridayShift workDay shift$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommends banking and investment...Temporary workMonday to FridayShift workDay shift- ...Service professional to provide financial planning and investment advice, collaborating with a team to deliver comprehensive banking solutions aligned with client interests. The role focuses on achieving sales targets, developing business through seminars and referrals...
$26 - $34.67 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...for providing specialized and personalized service offering advice and guidance to... ...client meetings and presenting customized solutions to clients to help them achieve their financial...Hourly payWork at officeFlexible hoursShift workDay shift- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Full timeTemporary workDay shift
- ...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client... ...opportunities during customer conversations to generate referrals for personal and commercial banking products. Implements a relationship...Personal
$22.33 per hour
...Personal Banker Location : Location US-CA-Long Beach Location/Org Data... ...2026-4990 Category Retail Banking Position Type Full Time Min... ...with both personal and business banking solutions that improve their financial health and...PersonalFull timeWork at office$45.9k - $75.9k
...Beach Blvd. Job Family Group: Retail Banking Sales & Service Branch placement will... ...advice and guidance regarding financial solutions that are in the best interests of customers... .... Makes credit recommendations for personal lending transactions, including home financing...PersonalContract workPart timeLocal areaImmediate startDay shift- ...Financial Solutions Advisor Registration Candidate- LA Metro Market South Gate, California... ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ..., where you receive dedicated and personalized classes for your Securities Industry Essentials...Work at officeImmediate startMonday to FridayShift workDay shift
$58.19k - $81.21k
Citigroup Inc. is seeking a Personal Banker in Manhattan Beach, California, responsible for assisting in sales and service activities with... ...will have 0-2 years of relevant experience, preferably in banking or retail, along with a Bachelor's degree. Competitive benefits...Personal$87.61k - $124.85k
...other services and products offered by the Bank. The Portfolio Manager must work... ...independent judgement in presenting complex solutions to existing customers and prospects. Must... ...growth of existing relationships. # Manage personal sales efforts that meet or exceed Department...Personal- Citi in Torrance, CA is hiring an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service... ...with consumer clients and increase loyalty while learning banking products and procedures. You’ll handle teller support, cross-sell...PersonalFull time
- WaFd Bank is seeking a Personal Banker in El Segundo, California. This role involves building relationships with clients, opening new accounts, and assisting with both personal and business banking solutions. Ideal candidates should possess a high school diploma, strong...PersonalWork at office
- BMO Financial Group is seeking a Retail Banking Sales & Service professional in the United States. The role focuses on delivering exceptional... ..., identifying needs, and guiding clients to suitable financial solutions while collaborating with branch and channel partners. The...Personal
$215k - $250k
...provided businesses with innovative capital solutions for growth. Through Athene, our... ...equities, alternatives, repurchase agreements, bank loans, CLOs, and primary market deals.Monitor... ...a discretionary annual bonus based on personal, team, and Firm performance. Compensation...PersonalFull timeWork at office$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...Temporary workImmediate startMonday to FridayShift workDay shift- ...deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet...PersonalWork experience placement
$70k - $80k
Job Summary We are looking for an Investment Advisor to provide comprehensive advice and customized solutions to clients. This role involves triaging client leads,... ...including stocks, bonds, mutual funds, annuities, banking and money‑managed solutions. Recommend banking...Permanent employmentTemporary workMonday to FridayShift workDay shift- Bank of America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve their financial goals. The advisor will engage with clients to create financial plans and recommend suitable banking and investment...
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...in our KeyBank communities. Personal Bankers engage clients in deeper... ...and provide guidance and solutions to assist in client's financial... ...and making them feel that no bank will fight harder for them....PersonalHourly payWork experience placementDay shift- ...financial services specialist to advise clients on borrowing and banking options while nurturing relationships. You will balance sales... ...relationships, performing needs analyses, and coordinating with internal partners to deliver optimal solutions. #J-18808-Ljbffr 3M HEALTHCARE
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