Digital-First Relationship Banker & Solutions Advisor
U.S. Bank
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 needs, educate clients on products, and recommend suitable solutions while supporting digital-first banking experiences. The role involves opening accounts, processing service requests, and partnering with branch teams to provide excellent service. Compliance and licensing requirements apply, including NMLS registration. #J-18808-Ljbffr U.S. Bank
$28.85 - $33.65 per hour
...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and...Digital
$63.3k - $117.2k
...banking and investment solutions in compliance with... ...the community to build relationships and deliver the desired... ...Collaborates with Financial Advisor, as appropriate, for... ...guides clients to use digital platforms and promotes... ...target for the first year in this position....DigitalContract workTemporary workPart timeLocal area- ...associates to be a trusted advisor while providing them... ...wish to bank. As a Relationship Banker (RB), you will be... ...provide expert financial solutions to existing and... ...in branch services, digital capabilities, and business... ...Information: Simmons First National Corporation...DigitalNight shift
$45.9k - $75.9k
...guidance regarding financial solutions that are in the best interests... ...and guidance on available digital and self-serve options with the... ...appointments, and building new relationships within the community.... ...Group's expected target for the first year in this position.BMO Financial...DigitalPart timeLocal areaImmediate startDay shift- Bank of America in Berkeley, CA is seeking a Financial Solutions Advisor Stage I to begin with essential securities licensing and client... ...relations training. You’ll acquire, build and manage client relationships while guiding family and individual financial needs with a...
- ...professional to provide superior customer service and deliver tailored financial solutions to small businesses across the San Francisco area. You will combine digital tools with strong relationship-building to grow revenue, engage branch partners, and refer clients to other...Digital
- ...service and advise on financial solutions. This role engages with customers... ..., and guides clients toward digital self-serve solutions. You will build relationships across branches and channels while... ...sales, teamwork, and a customer-first mindset in a regulated financial...Digital
- First Bank in Walnut Creek, CA is seeking a client-focused professional... ...clients and strengthen relationships within our client service... ...conversations to identify financial solutions. You will acquire and engage... ...clients, offer guidance on digital banking, and help with risk-...Digital
$28.85 - $33.65 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their advisory team committed... ...and effective. Financial Solutions Advisor Overview As a... ...working. We always put our clients first to meet their evolving needs....Hourly payTraineeshipWork at officeShift workDay shift- ...00¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we... ...building and maintaining client relationships and contributing to the... ...financial planning software and digital engagement tools What could...DigitalFull timeTemporary workFlexible hours
- ...Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses... ...client acquisition and maintain client relationships, ensuring exceptional service and... ...degree and CFP certification. Embracing digital innovations is essential for fostering client...Digital
$50k
...00¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we... ...Key Responsibilities Build relationships to create new clients via face... ...information seeking the right solutions for clients Comfortable in...Work at officeWork from homeHome officeFlexible hours- ...Senior Home Lending Advisor in Chase Home... ...Works together with bankers, meets with their... ...dotted-line reporting relationships.Builds role as the... ...grow, delivering solutions to solve all their... ...the most-used digital solutions - all while ranking first in customer satisfaction...DigitalWork experience placementLocal areaImmediate startRelocation
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide... ...-based approach to financial solutions for an assigned book of business... ...and maintain strong working relationships with all assigned Branches.... ...active, must acquire within the first six months of hire)...Work at officeLocal area- ...Relationship BankerAt Chase, we are passionate about creating... .... As a Relationship Banker in a Chase Branch, you... ...the latest banking solutions and cutting-edge financial... ...clients first and exceed their expectations... ...and have the most-used digital solutions – all while...DigitalImmediate startAfternoon shift
- ...to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your... ...an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding...Work at officeImmediate startMonday to FridayShift workDay shift
$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It... ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....Temporary workMonday to FridayShift workDay shift- ...major financial institution in San Francisco seeks a Financial Solutions Advisor Stage I. In this full‑time role, you will obtain vital... ...advisory skills. Responsibilities include managing client relationships and delivering banking and investment solutions. This position...Full time
- ...needed to meet role‑specific requirements. As a Financial Solutions Advisor Stage I (FSA I) , you will begin your journey by obtaining... ...learn foundational advisory skills, acquire and manage client relationships, and guide clients with advice and solutions to help them...Full timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin licensing for Securities Industry Essentials, Series 7 and 66 exams... ...needs. You will grow in a financial center, building relationships, delivering banking and investment solutions, and advancing...
$34.38 - $37 per hour
...Admissions and Financial Aid Advisor (fixed term of up to approximately... ...service, with a patient, solution-oriented, and empathetic... ...recruitment, and/or customer relationship management. Experience working... ...totaling18 daysof accrual in the first year (with accrual increasing...Hourly payFull timeContract workTemporary workFixed term contractWork at officeRemote workMonday to FridayFlexible hoursWeekend workAfternoon shift- Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito, California. The role involves working directly with clients to build financial plans that include various investment products....
- ...building lasting relationships, doing the right thing... ...a Private Client Banker in Branch Banking,... ...(Private Client Advisors, Mortgage Bankers... ...grow, delivering solutions to solve all their... ...have the most-used digital solutions – all while ranking first in customer satisfaction...DigitalImmediate startAfternoon shift
- ...branch-based professional to engage customers, assess needs, and recommend financial solutions across banking, lending, and investment products. You will build relationships, offer digital options, and support transactions while adhering to regulatory standards. You will...Digital
$167k - $183k
...candidate is 4D-710, which is the first known genetic medicine to... ...4DMT is seeking a Senior Solutions Architect to serve as a hands... ...point of contact and trusted advisor to G&A stakeholders. Translate... .... AI, Automation & Digital Transformation Identify...DigitalContract workWork at officeLocal areaRemote workShift work$37.56 - $45.9 per hour
...Provides comprehensive financial solutions to small businesses with... ...Actively deepens existing customer relationships through routine calling and... ...activities. Combines digital tools with strong human connections... ...location, which is listed first. The actual range for the role...DigitalTemporary workWork experience placementLocal area- ...understood. We build lasting relationships by doing the right... .... As a Relationship Banker in a Chase Branch, you... ...the latest banking solutions and cutting‑edge financial... ...Put clients first and exceed their expectations... ...and have the most‑used digital solutions - all while...DigitalImmediate startAfternoon shift
- ...00¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we... ...Financial Advisor? Build meaningful relationships with clients with an... ...related to selling financial solutions Critical thinker, problem solver...Full timeTemporary workWork at officeLocal areaFlexible hours
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into... ...San Francisco. You will learn to build and manage client relationships, analyze financial needs, and offer suitable solutions. The...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Digital-First Relationship Banker & Solutions Advisor. Be the first to apply!
- housing counselor Berkeley, CA
- international student counselor Berkeley, CA
- digital strategy Berkeley, CA
- digital engineer Berkeley, CA
- digital Berkeley, CA
- digital creative Berkeley, CA
- digital media sales Berkeley, CA
- digital art internship Berkeley, CA
- remote digital media Berkeley, CA
- digital analytics Berkeley, CA


