Senior Relationship Banker: Digital-First Financial Advisor
Us Bank
U.S. Bank in San Ramon is seeking a Relationship Banker to engage customers across channels, offering deposit and loan options and guiding digital tools. The role focuses on building trust, identifying client needs, and delivering a seamless banking experience. You will open accounts, process requests, educate clients on digital services, and collaborate with the branch team to provide exceptional service and promote digital-first banking. #J-18808-Ljbffr Us Bank
$33.06 - $40.4 per hour
...we serve to make better and smarter financial decisions and enabling the communities... ...at—all from Day One. Job Description Relationship Bankers build relationships with customers,... ...best possible counsel while adapting a digital first mindset. Strong client relationships...FinancialSeniorDigitalTemporary workLocal area- ...energy team as a Senior Home Lending Advisor in Chase Home... ...and promoting the financial products offered... ...Works together with bankers, meets with... ...-line reporting relationships.Builds role as the... ...the most-used digital solutions - all while ranking first in customer satisfaction...FinancialSeniorDigitalWork experience placementLocal areaImmediate startRelocation
- U.S. Bank is seeking a Relationship Banker in Berkeley to build strong client relationships across in-person, appointment, and virtual channels... ..., and recommend suitable solutions while supporting digital-first banking experiences. The role involves opening accounts, processing...Digital
$125.6k - $171k
...This Role Medallia Experience Advisors partner with our clients and... ...execution. We are seeking a Senior Manager to advise clients on... ..., with deep expertise in the Financial Services industry. This includes... ...capture (contact center, digital, operational data) and AI-augmented...FinancialSeniorDigitalTemporary workWork experience placementLocal area- JPMorganChase is seeking a Relationship Banker to welcome clients in a Chase Branch and help meet their financial needs using thoughtful solutions. You will build lasting relationships... ...banking products, and connect them with digital tools like Chase Mobile App and Chase.com....FinancialDigital
$45.9k - $75.9k
...Retail Relationship Banker Join us in building something new. This Retail... ...advice and guidance regarding financial solutions that are in the... ...advice and guidance on available digital and self-serve options with... ...'s expected target for the first year in this position....FinancialDigitalPart timeLocal areaImmediate startDay shift$90k - $110k
...don't just adapt to the digital future, we engineer it.... ..., and a security-first mindset. We provide end... ...transformation. As trusted advisors, we align IT investments... ...technology. Overview The Senior Accountant owns core... ...process, and supports financial reporting, audit, and internal...FinancialSeniorDigitalPermanent employmentFull time$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier... ..., deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their... ...closed outcomes Champion digital adoption by educating customers...FinancialSeniorDigitalTemporary workWork experience placementImmediate start$259k - $388.6k
...creation through an AI-first mindset, leveraging automation... ..., forward-thinking Senior Director of Global Tax... ...broader commercial and financial objectives.... ...compliance cycles.Trusted Advisor: Play a leadership role... ...track record of driving digital transformation or modernization...FinancialSeniorDigitalFull timeWork at officeRemote workHome officeFlexible hoursShift work$110k - $135k
...Senior Accountant – Integration & Acquisition Accounting... ...'t just adapt to the digital future, we engineer it.... ..., and a security-first mindset. We provide end... ...transformation. As trusted advisors, we align IT... ...align acquired companies' financial operations with corporate...FinancialSeniorDigitalPermanent employmentFull time$157.5k - $223.5k
...SUMMARY/JOB PURPOSEThe Senior Sourcing Manager... ..., products, digital transformation initiatives... ...content.Serve as advisor/mentor/coach to... ..., supplier relationship management and/or... ...knowledge of applicable financial (e.g., Sarbanes-Oxley... ...days in their first year, 17 paid holidays...FinancialSeniorDigitalFull timeContract workLocal areaFlexible hours$78.8k - $177.68k
...and client-focused Senior Enterprise Account... ...strategic client relationships with large healthcare... ...act as a trusted advisor and strategic... ...CPXP) preferred. Digital Sales Experience:... ...employees’ health, financial security, and well... ...Begins accruing on the first day of work. Full-...FinancialSeniorDigitalFull timeWork experience placementRemote workFlexible hours- ...clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide... ...Coachability: Demonstrates a senior learning mindset by seeking input... ...)May be obtained within the first 120 daysIn addition to the salary...FinancialSeniorFull timeWork at office
- ...Senior Solutions ArchitectEmeryville, California4DMT... ...is 4D-710, which is the first known genetic medicine... ...of contact and trusted advisor to G&A stakeholders.Translate... ....AI, Automation & Digital TransformationIdentify... ...NetSuite or comparable (financials and inventory)Expert knowledge...FinancialSeniorDigitalContract workWork at officeLocal areaRemote workShift work
- ...customer service and advise on financial solutions. This role engages with... ...options, and guides clients toward digital self-serve solutions. You will build relationships across branches and channels... ...sales, teamwork, and a customer-first mindset in a regulated financial...FinancialDigital
$63.3k - $117.2k
...client contact to uncover financial needs and provide... ...the community to build relationships and deliver the desired... ...with Financial Advisor, as appropriate, for clients... ...guides clients to use digital platforms and promotes... ...expected target for the first year in this position....FinancialDigitalContract workTemporary workPart timeLocal area- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This... ...team to support clients through complex financial decisions. A successful candidate will demonstrate...FinancialSenior
$45.9k - $75.9k
...something new. This Retail Relationship Banker requisition supports our DeNovo... ...and guidance regarding financial solutions that are in the best... ...advice and guidance on available digital and self-serve options with... ...’s expected target for the first year in this position....FinancialDigitalContract workPart timeLocal areaImmediate startDay shift- A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...FinancialSenior
- Workday, Inc. is seeking a Senior/Principal Partner AI Advisor (oCFO) within the Partner AI Experience team to serve as the Finance-focused functional expert for Workday’s Financial Management and agentic AI capabilities. You will enable partner Finance solution consultants...FinancialSenior
- Allworth Financial is seeking an experienced Financial Advisor to join our Houston, TX office. This in-person role offers the flexibility to work from home and emphasizes building strong client relationships while contributing to a high-performing office culture. The successful...FinancialSeniorWork at officeWork from home
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...that deepen client relationships. Job Responsibilities Champion... ...beyond investments Embrace digital innovations to help clients...FinancialDigital
- Heffernan Financial is seeking an experienced Tax Advisor to join our team in Walnut Creek, CA. The role focuses on providing strategic tax guidance to employees and clients, including preparing federal and state returns for individuals, trusts, and small businesses. The...FinancialSenior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...FinancialSenior- TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience... ...and empowering clients through digital innovations. A Bachelor’s degree and CFP...FinancialDigital
- Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Northern California. This role involves coaching and developing a team of licensed bankers while managing a large client book. You'll be accountable for sales of various financial products and ensuring...FinancialSenior
- ...Relationship Banker At Chase, we are passionate about creating memorable... ...solutions and cutting-edge financial technology combined with friendly... ...Put clients first and exceed their expectations... ...growth and have the most-used digital solutions all while ranking...FinancialDigitalImmediate startAfternoon shift
$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team... ...the firm's most complex relationships. This is an opportunity to... ...business owners with complex financial needs. This role develops... .... Maintain a team-first mindset by assisting colleagues...FinancialSeniorWork experience placementSummer workWork at officeWork visaFlexible hours- Fifth Third Bank is looking for an Investment Executive (Financial Advisor) in Walnut Creek, California. In this role, you will be accountable for coaching a team of licensed bankers and handling complex client portfolios. The position emphasizes achieving sales goals while...FinancialSenior
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...amplify and simplify their financial lives by integrating... ...dreams. You will be the primary relationship manager and responsible for... ...management.Job Summary:The Senior Wealth Advisor focuses on deepening...FinancialSeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Banker: Digital-First Financial Advisor. Be the first to apply!
- financial advisor development program San Ramon, CA
- jde finance consultant San Ramon, CA
- estate planning consultant San Ramon, CA
- associate corporate finance San Ramon, CA
- wealth advisor San Ramon, CA
- financial planning associate San Ramon, CA
- financial consultant San Ramon, CA
- financial planner San Ramon, CA
- financial counselor San Ramon, CA
- finance associate San Ramon, CA


