Part-Time Banking Advisor & Client Concierge
Bank of Montreal
The Bank of Montreal in San Diego seeks a part-time Retail Banking Sales Associate to provide exceptional service to customers. You will identify needs, recommend solutions, and collaborate with team members to enhance customer experience. Responsibilities include welcoming customers, providing guidance on services, and ensuring compliance with all regulations. Ideal candidates will have 1-2 years experience, strong customer service skills, and a dedication to helping clients. Benefits include health insurance and retirement savings plans. #J-18808-Ljbffr
$109.2k - $202.8k
...contribute to the company’s success. As a Banking Advisor III within PNC's Private Bank... ...current and prospective high-net worth clients as part of a broader Private Banking team. Meets... ...on your eligibility, options for full-time employees include: medical/prescription...Part timeFull timeTemporary workWork experience placementWork at office$102k - $190k
...and ultra-high-net-worth (UHNW) clients, delivering a comprehensive... ...management experience that integrates banking solutions, investment... ...risk for retention. Ensures timely execution of transactions and... ...commission structure. Salaries for part-time roles will be pro-rated...Part timeContract workLocal areaShift work$41.71k - $69k
...shape team culture, and drive client growth from day one. We're looking... ...solutions and preferred banking channels while recommending tailored... ...in different capacities as part of a team. Strong... ...structure. Salaries for part-time roles will be pro-rated based...Part timeLocal areaImmediate startDay shift$41.71k - $69k
...Job Family Group: Retail Banking Sales & Service Join us in... ...shape team culture, and drive client growth from day one. We're looking... ...in different capacities as part of a team. Strong interpersonal... ...structure. Salaries for part-time roles will be pro-rated based...Part timeContract workLocal areaImmediate startDay shift- ...dedicated individual passionate about customer care to manage client relationships effectively within the financial services sector.... ...diversity, and the ability to work flexible hours. Experience in banking or financial services is essential for success in this position...SuggestedFlexible hours
- ...Banker in El Cajon, CA. In this role, you'll create memorable experiences for clients and manage relationships, delivering friendly and knowledgeable service. You will utilize advanced banking solutions to meet financial needs. The ideal candidate has at least 1 year of...Weekend workAfternoon shift
- Chase is seeking a Relationship Banker in El Cajon, California. Your role will involve managing client relationships while providing exceptional service using advanced banking technology. You will engage with clients to understand their financial needs and offer tailored...
$22 - $29 per hour
...Banker to provide exceptional customer service and assist clients with their banking needs. Responsibilities include performing banking transactions... .... Competitive pay between $22 - $29 hourly is offered for this full-time position. #J-18808-Ljbffr Zions BancorporationHourly payFull time$70k
...seeking motivated candidates for the Financial Advisor - Managed Programs position in San Diego, CA. This role focuses on building client relationships and advising on wealth... ...Series 7, 63), and a background in finance or banking. A base salary of $70,000, coupled with...$27.22 - $33.26 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to...Temporary work- ...about creating memorable experiences for our clients and employees, making them feel welcomed... ...hospitality, delivering the latest banking solutions and cutting-edge financial technology... ...immediately after your start date, and timely completion of annual renewal and...Full timeImmediate startAfternoon shift
$84.4k - $124k
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...relationships Strong organizational and time management skills Results-oriented with proven...Full timeWork at officeShift workDay shift- ...Banner Bank is looking for a Small Business Consultant in San Diego, California, who will provide exceptional client experiences while engaging in consultative sales and personalized service. The role requires a High School Diploma or GED and at least 4 years of banking...
$20 - $25 per hour
...Concierge Banker - San Diego This role will perform a variety of sales and service functions... ...for efficiently processing a variety of client transactions and promptly responding to... ...a banker should be knowledgeable of all Bank services and products and is trained to promote...Hourly pay$114.54k - $194.58k
## Associate Banking AdvisorApplylocations: San Diego,... ...world’s most sophisticated clients using leading... ...the Portfolio Banking Advisors and Banking Relationship... ...and disability), paid time off, parental and caregiver... ...achievements await. You will be part of a flexible and...Work at officeFlexible hours- ...LPL Financial LLC is seeking a Regional Banking and Lending Consultant in San Diego, California... ...banking solutions adoption among Advisors. The role emphasizes delivering top-notch... ...in partnership with colleagues and clients. With at least 10 years of experience in...
- Axos Clearing LLC is seeking an experienced individual to join the Offer Strategy & Client Experience team, focusing on delivering superior Banking solutions designed for financial advisors. Your role will include developing strategy, supporting program design, and...
$102k - $190k
...sales and service to investment clients to deliver an exceptional... ...branch and the regional team as part of the client/relationship management... ...run function. Protects the Bank's assets and complies with all... ...structure. Salaries for part-time roles will be pro-rated based...Part timeContract workShift work- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business... ...immediately after your start date, and timely completion of annual renewal and required...Immediate startAfternoon shift
- ...will engage with the community to bring new clients to First Command, with the support of... ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Training... ...to start and grow a successful Financial Advisor career. Sponsorship: First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client relationships utilizing a holistic approach to financial planning. This role involves advising clients on various financial aspects, including investments and estate planning, while...
$70k
...Financial Advisor – Managed Programs (CCCU) Job Description Attention... ...with current and potential bank customers to help determine the... ...Advisor will proactively develop a client base to which appropriate... ...completing all mandatory training in a timely manner Maintaining superior...Full timeTemporary workFlexible hours$155k - $190k
...Private Wealth Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... ...One. U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams...Temporary workWork experience placement3 days per week- ...58. We're looking for seasoned financial advisors who are ready to elevate their impact. This... ...to work with existing First Command clients, deepen long-term client relationships, and... ...Insurance Services, Inc. and First Command Bank. Securities products and brokerage...For contractorsLocal areaShift work
- ...and develops relationships with clients within a specified territory.... ...or an external Financial Advisor and their clients in a B2B relationship... ...and free access to an Axos Bank Account with Self-Directed... ...to sit for extended periods of time. Manual dexterity and coordination...Work at officeLocal area
$75k - $125k
...Associates at California Bank & Trust work in a... ...relationships with our clients and with each other. Our... ...of a dedicated Wealth Advisor to join our team of bank... ...that will be discussed as part of the hiring process.... ...~ Paid Training, Paid Time Off (PTO) and 11 Paid Federal...Work experience placementWork at officeLocal areaFlexible hours- ...unique brand of relationship banking and fostering a culture... ...What Makes Us Different: As part of the Raymond James Financial... ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our... ...support and education. Manage time and expenses for optimal productivity...Immediate start
- ...in its search for a skilled Finance Associate to join its Banking and Lender-Side Finance Practice . This is an outstanding opportunity... ...documentation Collaborate closely with senior attorneys and clients across a variety of industries Manage deal flow from...Work at office
$155k - $190k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placement3 days per week- ...performance of a portfolio of non-real estate lender finance clients. This role is critical in ensuring credit quality,... ...companies, consumer lending platforms, and other non-bank financial institutions Ensure timely and accurate risk monitoring, covenant compliance, and...Work at officeLocal area
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