Personal Banking Solutions Advisor
Dormont Manufacturing Co
Dormont Manufacturing Co in Cupertino is seeking a dedicated professional to serve as the first point of contact for financial center clients. This role focuses on uncovering personal banking needs and providing tailored solutions to individual and small business clients. The ideal candidate will possess a strong sales background, excellent communication skills, and a commitment to excellent client care. This position offers competitive pay and is eligible for various benefits including paid time off. #J-18808-Ljbffr Dormont Manufacturing Co
- ...position involving direct engagement with customers to address their financial needs. Responsibilities include providing tailored banking solutions, conducting needs assessments, and maintaining strong relationships through effective communication. The ideal candidate will...Personal
$50.1k - $82.8k
Bank of Montreal is seeking a dedicated professional in Cupertino, California, to deliver exceptional service and financial solutions to customers. This role involves engaging with clients to identify their banking needs and providing tailored advice on various financial...Personal$50.1k - $82.8k
...Enhancement is seeking a Customer Engagement Specialist to actively engage with clients, providing needs-based assessments for banking solutions. You will support transaction needs while building new community relationships. Ideal candidates will have 2-3 years in...Personal- ...Career Enhancement is seeking a skilled professional for a retail banking role in Saratoga, California. This position involves delivering... ...to understand their needs and providing tailored financial solutions. The ideal candidate should have 2-3 years of relevant experience...Personal
$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act in Los Gatos, California. This entry‑level position involves assisting in sales and service... ...experience, a Bachelor’s degree (or equivalent), and knowledge of banking tools. The position offers a salary range of $61,280.00 - $85,5...Personal$50.1k - $82.8k
...18860 Cox Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service... ...advice and guidance regarding financial solutions that are in the best interests of... ...guidelines. Makes credit recommendations for personal lending transactions, including home...PersonalPart timeLocal areaImmediate startDay shift$27 - $41 per hour
...the primary point of contact for everyday banking needs, products and services through... ...customized deposit, credit, and investment solutions. In addition, this role supports... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start$250k
The Personal Banker SAFE Act is an entry level position responsible for assisting in the... ...opportunities, and present product offers/financial solutions Understand and comply with Citibank... ...years of relevant experience Previous banking, retail, or sales experience preferred...PersonalFull time$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions Recommends banking and investment...Temporary workMonday to FridayShift workDay shift- ...responsible for providing comprehensive advice and customized solutions to clients so they can achieve their financial goals. Key responsibilities... ...products, including stocks, bonds, mutual funds, annuities, banking and money‑managed solutions. Recommends banking and investment...Temporary workImmediate startMonday to FridayShift workDay shift
$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position... ...products such as stocks, bonds, mutual funds, annuities, banking, and money‑managed solutions. Recommend banking and investment...Monday to FridayShift workDay shift- Bank of America in Sunnyvale, California is seeking a Financial Advisor to provide clients with comprehensive financial advice and customized solutions. Responsibilities include planning clients' financial goals, triaging client requests, and recommending suitable banking...
$26 - $29 per hour
...come join our team! At Cathay Bank - we strive to provide a... ...goals are met. Provide quality personalized customer service, maintain frequent... ...appropriate (e.g. Financial Advisors, Commercial Lenders).... ..., make appropriate financial solutions and recommendations and assist...PersonalFull timeFlexible hoursWeekend work$47.84k - $74.75k
...customer's share of wallet. Positions PNC solutions to drive new revenue and customer... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX... ...equal employment opportunity to qualified persons regardless of race, color, sex, religion...PersonalFull timeTemporary workPart timeWork experience placementWork at office$68.64k - $84.5k
...Preferred Banking Advisor Location: San Jose What You'll Do: As a Preferred Banking... ...treasury management, loans, commercial, and personal accounts. You'll work with internal... ...banking knowledge for more effective work solutions and career growth opportunities....Personal- ...unique brand of relationship banking and fostering a culture where... ...billion in client assets. Our advisors average $575,000 in GDC. Our... ...approach to LTC and Insurance solutions. About the Role: A... ...actions and words. Takes personal initiative and is a positive...PersonalImmediate start
$23 - $31 per hour
...role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National... ...relationships with customers by supporting everyday banking needs through in‑branch interactions,... ...banking products, services, and solutions Drive branch growth by identifying opportunities...PersonalHourly payFull timeWork experience placementFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...years of age. Acknowledge ( Bank of America employees are... ...life they envision through a personal relationship with their advisory... ...referrals Deliver customized solutions and the full resources of...PersonalWork at officeShift workDay shift
$43.68k - $69.9k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional... ...needs, the banker will provide solutions that span across the customer’s lifecycle...PersonalWork at office$69k - $127.8k
...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs... ...during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending...PersonalContract workPart timeLocal area- ...other services and products offered by the Bank. The Portfolio Manager must work... ...independent judgement in presenting complex solutions to existing customers and prospects. Must... ...growth of existing relationships. # Manage personal sales efforts that meet or exceed Department...Personal
$22.33 per hour
...Personal Banker Location: US-CA-San Jose Address: 1420 El Paseo de, San Jose, CA Min: USD... ...in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has... ...with both personal and business banking solutions that improve their financial health and help...PersonalWork at office- ...Advisory Business Unit Consumer & Community Banking Posting Date 12/01/2025, 06:27 PM Job... ...as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of... ...closely with Financial Advisors, providing personalized solutions and building lasting relationships....PersonalFull timeLocal area
$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail organization,... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty... ...Qualifications Preferred Skills – Accountability, Banking, Client Loyalty, Customer Experience (CX...PersonalFull timeTemporary workWork experience placementWork at office$28.85 - $33.65 per hour
...maintain registration status. Receive classroom and personalized coaching for the Financial Solutions Advisor StageI training program, focusing on advisory... ...delivery. Work in a financial center to provide core banking and investment solutions, conduct client reviews and...Hourly payPermanent employmentWork at officeMonday to FridayRotating shiftDay shift$28.85 - $33.65 per hour
...Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...licenses, where you receive dedicated and personalized classes for your Securities Industry...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Citigroup Inc. is seeking a Personal Banker in Sunnyvale, California. This entry-level position focuses on customer relations to enhance... ...and have 0-2 years of relevant experience, with preferred banking or retail background. Attractive benefits and a full-time contract...PersonalFull timeContract work
- Citigroup Inc. is seeking an entry-level Personal Banker in Mountain View, California. This position involves... ...effective communication and available financial solutions. Qualifications include 0-2 years of experience in banking or sales, a Bachelor's degree, and knowledge of...Personal
$22.27 - $33.43 per hour
...and professional segments, and Preferred Banking as defined, through proactive outside... ...retention objectives and proactively promotes solutions appropriate to clients. Assist clients... ...and services can meet their business or personal objectives. Manages an active client...PersonalHourly payRemote work$250k
...to solve problems and develop innovative solutions. This role has a significant impact on the... ...‑high net worth clients to Citi Private Bank. Build and manage a successful practice... ...sound ethical judgment regarding personal behavior, conduct and business practices,...PersonalLocal area
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