Personal Banker & Financial Solutions Specialist
SAN-Diego-County-Credit-Union
SAN-Diego-County-Credit-Union is looking for a Financial Service Representative I to serve members in San Diego. This full-time role involves providing excellent service, assisting in opening accounts, and promoting various products. Qualifications include a high school diploma, banking experience, and strong communication skills. The position requires physical ability and may involve occasional extended hours. #J-18808-Ljbffr SAN-Diego-County-Credit-Union
- A leading financial institution is seeking a retail banking professional in San Diego to... ...customers, provide tailored financial solutions, and contribute to overall branch success... ...enhancing customer experience through personalized service. Ideal candidates will have experience...Suggested
$43.68k - $69.9k
Fifth Third Bank seeks a Personal Banker I in San Diego, California. This role focuses on providing exceptional customer experiences by managing... ...Responsibilities include processing transactions, addressing financial needs, and working collaboratively with internal partners....Suggested$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict or prohibit the hiring of individuals with certain specified... ...Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$43.68k - $69.9k
...Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing...SuggestedWork at office- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the required Securities Industry licenses... ...(SIE), Series 7 and Series 66 Exams. Dedicated and personalized classes will prepare you for the SIE, Series 7, and Series...SuggestedWork at officeMonday to FridayShift workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I in San Diego, CA. This role prepares you for investing and banking solutions while managing client relationships. You will obtain securities licenses and progress towards deeper client engagement. Required...
- ...Sr. Business Process Consultant, ServiceNow Finance & Procurement (Source-to-Pay) Solutions The Role A Business Process Consultant (BPC), is a functional and process expert in the ServiceNow Expert Services Team on customer implementation/delivery teams consulting with...Contract workWork at officeRemote workFlexible hours
$44.3k - $73k
Personal Banker II - Pacific Beach page is loaded## Personal Banker II - Pacific Beachlocations: San Diego, CAtime type... ...Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by...Work at office$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in San Diego, California. This role focuses on creating exceptional customer experiences... ...long-lasting relationships and providing tailored financial solutions. Candidates must have a High School Diploma with customer...$250k
The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, products, or service activities... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...Full time$250k
...Personal Banker SAFE Act, La Jolla Downtown Branch, Officer Working at Citi is far more than just a job. A career with us means... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. This position is open for the...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. **This position is open for the...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$41.71k - $69k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in...Contract workPart timeLocal areaImmediate startDay shift$95k - $98k
Financial Specialist Must have or be able to obtain a Public Trust clearance A Financial Specialist... ...Information: Cherokee Strategic Solutions provides support, services, and solutions... ...customers. The company takes a personalized approach to solving our clients’ toughest...Full time$44.3k - $73k
Fifth Third is seeking a Personal Banker II for their San Diego, California location. The role requires providing exceptional customer experiences by building lasting relationships and addressing financial needs. Qualifications include a high school diploma and 1 year...Full time- A leading financial institution is seeking a motivated individual for a client engagement role in San Diego, CA. Responsibilities include processing transactions, educating clients on banking solutions, and building lasting relationships. Candidates should have strong problem...Flexible hours
- A financial services provider seeks a customer-focused individual in San Diego to deliver exceptional service and guidance on financial solutions. The ideal candidate will have 2-3 years of experience and a passion for helping customers. Responsibilities include engaging...
- General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform... ..., and respond to member inquiries on the phone and in person. Ensure timely closing of loans through consistent follow‑up of...Work at office
- A leading financial institution is looking for a Commercial Banking Relationship Manager II in San Diego, California. Responsibilities... ...developing and managing client relationships, advising on financial solutions, and ensuring compliance with regulations. The ideal candidate...
$127.63k - $237.01k
...market. Provide integrated financial services advice to... ...a segment or industry specialist acting as a technical... ...the Safe Act. PRIVATE BANKER Develops and manages... ...Center of Influences, personal community involvement,... ...capabilities and develop solutions across investments,...Remote work$132.5k - $205k
...possible. As a full-service financial institution, we offer... ...services to meet personal, business, and wealth‑... ...of a full‑time Private Banker at our San Diego, CA... ...proactively recommends solutions needed to achieve client... .... Collaborate with specialists (e.g., Treasury Management...Full timeFlexible hours- ...San Diego, California. This role focuses on delivering exceptional service, identifying customer needs, and providing tailored financial solutions. The ideal candidate will have 2-3 years of experience in customer service or sales, a strong understanding of financial...
$22 - $29 per hour
A financial services company located in San Diego is seeking a Branch Relationship Banker to provide exceptional customer service and assist clients with their banking needs. Responsibilities include performing banking transactions, resolving client concerns, and referring...Hourly payFull time- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act to assist in sales and customer service activities in La Jolla, California. The role involves building relationships with clients to foster loyalty and increase sales for individual consumer clients. Responsibilities...
- ...Private Banker We are actively looking for exceptionally talented... ...knowledge of investments, financial planning, credit and banking... ...that has the resources, specialists and intellectual capital to... ...advice, developing thoughtful solutions and delivering an exceptional...Temporary workWork experience placementLocal area
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship... ...progress toward their financial goals through planning, digital... ...deposit, credit, and investment solutions. In addition, this role supports... ...expectations, and taking personal ownership to convert qualified...Temporary workWork experience placement$112.6k - $200k
...those relationships. This is a sales- and solutions-focused position. Business... ...relationships in order to provide comprehensive financial solutions to clients from all areas of the... ...in all actions and words. Takes personal initiative and is a positive example for...$20 - $26 per hour
...Title Job Summary: Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with...Hourly payFull time$132.5k - $205k
Sunflower Bank NA is seeking a motivated Private Banker for their San Diego, CA location. The role... ...with High‑Net‑Worth clients, delivering tailored financial solutions, and collaborating with wealth management specialists. Candidates should have a Bachelor’s degree along...
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