Relationship Banker & Personal Finance Advisor
Farmers & Merchants Bank of Long Beach
A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should possess a high school diploma and ideally have 1-2 years of teller experience along with strong customer service and sales skills. This role requires strong compliance with banking regulations and a professional appearance. #J-18808-Ljbffr Farmers & Merchants Bank of Long Beach
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker & Personal Finance Advisor in Lake Forest, CA vacancy
$41.71k - $69k
...retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community. Addresses questions... ...guidelines. Makes credit recommendations for personal lending transactions, including home...PersonalPart timeLocal areaImmediate startDay shiftBMO U.S.
Mission Viejo, CA17 hours ago$19 - $23 per hour
...Relationship Banker I or II (Manufacturing) People Drive Our Success Are... ...goals are met. Provide quality personalized customer service, maintain... ...(e.g. Financial Advisors, Mortgage Loan Originators,... ...in business, accounting or finance preferred or related work experience...PersonalFull timeWork experience placementFlexible hoursCathay Bank in
Irvine, CA1 day ago$19 - $23 per hour
...Relationship Banker I (PT) (Manufacturing) People Drive Our Success Are you... ...are met. Provide quality personalized customer service, maintain... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,... ...in business, accounting or finance preferred or related work experience...PersonalWork experience placementCathay Bank in
Irvine, CA1 day ago- JPMorganChase in Laguna Hills, CA seeks a Relationship Banker to deliver exceptional client experiences, connecting customers with Chase’s digital tools and financial solutions. You will acquire, manage, and retain client relationships, explain products clearly, and coordinate...PersonalAfternoon shift
- ...advisory solution built on trust, personalized service, and a fiduciary... ...commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial... ...make a positive difference in the finance industry. Our Hybrid Work and Flexibility...PersonalWork at office
Charles Schwab
Irvine, CA2 days ago $22 - $26 per hour
...for an accommodation or an alternative application process. Relationship Banker - South OC Salary Range: $22.00 To $26.00 Hourly Build Relationships... ...At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our...PersonalHourly payWeekday work- ...offering a unique brand of relationship banking and fostering a culture... ...in client assets. Our advisors average $575,000 in GDC. Our... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...actions and words. Takes personal initiative and is a positive...PersonalImmediate start
Columbia Banking System, Inc.
Irvine, CA4 days ago - ...are seeking an experienced Private Wealth Advisor who is ready to immediately contribute to and manage existing client relationships while helping to expand the firm's... ...confidentiality of sensitive client financial and personal information. Contribute to the...PersonalImmediate start
Financial Planner Recruiting, LLC
Irvine, CA3 days ago $45k - $100k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...flexibility that you need to balance your personal and professional lives - the best of... ...development Key Responsibilities Build relationships to create new clients via face-to-face...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Santa Ana, CA2 days ago- ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...fulfillment. Demand for human-delivered, personalized financial advice has never been greater... ..., building and maintaining client relationships and contributing to the practice's overall...PersonalFull timeTemporary workFlexible hours
Edward Jones
Irvine, CA3 days ago - ...and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you... ...lives of service and faith. Provide personal, actionable and achievable advice and connect... ...and maintain genuine, long-term relationships throughout generations based on trust and...Personal
$70.3k
...our headquarters in Santa Ana. Build Relationships. Build Futures. Build Your Career. At... ...Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 8... ...financial institutions. As a Associate Wealth Advisor (Centralized Financial Advisor), you’ll...Personal- Orange County's Federal Credit Union (OCFCU) is seeking a Relationship Banker/Senior MSR to welcome members and build lasting financial partnerships. You will blend service, sales, and problem solving to guide members through everyday banking needs and lending decisions...Personal
$85k - $95k
...Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth... ...planning centric team dedicated to creating personalized wealth advice based on each of our... ...Advisors to maintain and enhance client relationships through active participation in the financial...PersonalWork at officeLocal areaRemote work2 days per week$132.5k - $205k
...we offer a full range of relationship-focused services to meet personal, business, and wealth-management... ...of a full-time Private Banker at our Irvine, CA... ...and families. As a trusted advisor, this position manages... ...'s Degree in Accounting, Finance, or other related fields....PersonalFull timeFlexible hoursSunflower Bank, N.A.
Irvine, CA1 day ago- SchoolsFirst Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class... ...may involve CA DMV pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr SchoolsFirst...Personal
$110k - $185k
...and timely strategy decisions to clients and partners Fully participates in all ongoing training and meeting initiatives Sets personal sales goals and business plan with manager based on experience and product knowledge Providing the highest level of client...PersonalH1bFlexible hoursNorthern Trust
Newport Coast, CA1 day ago- ...DifferenceSummaryThe University Administration (UA) Sr. Financial Aid Advisor delivers on our commitment of Student Centricity by building... ...scholarships and alternative funding options that help resolve financing issues.Works proactively with campus teams to support the needs...Remote workNight shift
- ...understood. We build lasting relationships by doing the right thing, exceeding... .... As a Relationship Banker in a Chase Branch, you will represent... ...meet with them, both in person and over the phone, to build... ...cards, mortgages, auto financing, investment advice, small business...PersonalImmediate startAfternoon shift
- ...based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment...Full timeWork at office
- Pulte Mortgage is seeking a Mortgage Financing Advisor to consult with homebuyers, provide preapproval guidance, and align with builder sales teams. This in-office role supports loans already originated and coordinates with Mortgage Operations to move applications forward...Full timeWork at office
$79k - $98.75k
...position located in Mission Viejo, CA. Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval... ..., mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role;...Contract workWork at officeFlexible hoursAfternoon shift- ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Foothill Ranch, CA2 days ago $25 - $27.88 per hour
...'s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...such as business management, business administration or finance Skills Adaptability Business Acumen Customer and Client Focus...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Lake Forest, CA1 day ago- ...within Wealth Management to deliver client service, support Advisors, and assist with wealth planning for clients and referrals. You... ..., regulatory compliance, and reporting to deepen client relationships and promote firm services. #J-18808-Ljbffr JPMorganChase
- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano... ...such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Mission Viejo, CA1 day ago - Pulte Mortgage in Mission Viejo, CA seeks a Mortgage Financing Advisor to guide buyers through precontract and preapproval discussions, training builder sales teams and managing loan backlogs. This non-origination role supports loans originated through central operations...Work at office
- ...talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this... ...information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans,...Personal
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor... ...providing a great client experience Build personalized, holistic financial plans tailored to... ...help them achieve their goals Grow relationships with clients to support them through...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Irvine, CA5 days ago$27.02 - $39.18 per hour
Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40. Responsibilities Provide... ...and promote credit union products and services to build relationships. Process transactions in savings, consumer loan, real‑estate...PersonalHourly payRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Personal Finance Advisor. Be the first to apply!
Related searches
- personal caregiver Lake Forest, CA
- personal training Lake Forest, CA
- personal training part time Lake Forest, CA
- entry level personal training Lake Forest, CA
- asset finance Lake Forest, CA
- finance Lake Forest, CA
- remote finance internship Lake Forest, CA
- project finance Lake Forest, CA
- financial services accounting Lake Forest, CA
- finance financial Lake Forest, CA