Relationship Banker: Trusted Financial Advisor

U.S. Bank

U.S. Bank’s Newport Beach location seeks a Relationship Banker to build trusted client relationships and provide banking guidance in person. You will assess clients’ financial needs, present suitable deposit and loan options, and guide customers through digital self-service tools. Responsibilities include opening accounts, processing basic transactions, and collaborating with branch teammates to deliver excellent service while meeting regulatory requirements. #J-18808-Ljbffr U.S. Bank

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Relationship Banker: Trusted Financial Advisor in Brooklyn, NY vacancy

US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...Key Responsibilities Build relationships to create new clients via... ...and concerns to accelerate trust and create personalized, comprehensive...
Financial
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Jersey City, NJ
1 day ago
Financial Solutions Advisor - Greater Queens NY Market
...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest... ...mind to Builds and nurtures strong relationships Collaborates effectively with... ...subsidiary of Bank of America Corporation. Trust, fiduciary and investment management...
Financial
Temporary work
Work at office
Immediate start
Monday to Friday
Flexible hours
Shift work
Day shift
Bank of America
Flushing, NY
2 days ago
Credentialed Tax Advisor
$32.5 - $36 per hour
...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “... ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage...
Financial
Local area
Intuit
Flushing, NY
21 days ago
Relationship Banker
...Focus on growing existing customer relationships and acquiring new ones through consistent... ...customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
Financial
Valley National Bancorp
Brooklyn, NY
2 days ago
Relationship Banker - Midwood Financial Center
...Relationship Banker - Midwood Financial Center Brooklyn, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... ...owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services are...
Financial
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Brooklyn, NY
2 days ago
Financial Advisor
...happiness depends on it. We believe that financial peace of mind forms the fabric of... ...About the Job * As a Financial Services Advisor, you will work directly with real people... ...the better. Requirements * A strong relationship builder with a focus on putting people...
Financial
Lee Nolan & Koroghlian LLC
Staten Island, NY
4 days ago
Financial Advisor
$22.05 per hour
...partnering with New York Life to find qualified candidates for a Financial Advisor position in Staten Island, NY. New York Life is a Fortune 1... .... This role involves building and maintaining client relationships, assessing financial needs, recommending appropriate financial...
Financial
City of New York
Staten Island, NY
4 days ago
Financial Aid Advisor
...Financial Aid Advisor In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding financial aid...
Financial
Work at office
Local area
Flexible hours
Afternoon shift
HRPivot
Jamaica, NY
4 days ago
Advisor of IFA Strategy & Budget Operations
$118.87k - $165k
...Advisor of IFA Strategy & Budget Operations Department: Office Of Commissioner/Exec Location: QUEENS Salary: $118,873.00 $16... ...private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management...
Financial
Permanent employment
Full time
H1b
Work at office
Visa sponsorship
New York City | Finance, Accounting, & Procurement
Corona, NY
2 days ago
Client Wealth Advisor
...Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll... ...will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds...
Financial
Fixed term contract
New York Life Insurance Company
Flushing, NY
23 days ago
Tax Associate - TurboTax Store
$32.5 - $36 per hour
...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “... ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage...
Financial
Local area
Intuit
Jersey City, NJ
3 days ago
Personal Banker
$44.86k - $57.4k
...Your Role Accurately process routine financial transactions for banking customers with... ...products and services to deepen and preserve relationships, based on customer need. Identifies... ...for Debit Cards, Credit Cards, Wealth and Trust services as well as other strategic...
Financial
Work at office
Local area
Flexible hours
Night shift
OceanFirst Bank
Brooklyn, NY
13 hours ago
Private Banker
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... ...grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their... ...professionals who excel at building trust, managing a portfolio, and delivering...
Financial
Temporary work
Work experience placement
Immediate start
Wells Fargo
Brooklyn, NY
12 hours ago
Relationship Banker Business Specialist
$63k - $105k
...opportunity to contribute to the company's success. As a Full Time Relationship Banker within PNC's Metro Market and Commuter Region they will be... ...meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources....
Financial
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Hoboken, NJ
3 days ago
Relationship Banker - Brooklyn Staten Island NY Market
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...
Financial
Hourly pay
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Staten Island, NY
2 days ago
Personal Banker Little Neck DeNovo
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...role, you will build relationships with customers by supporting... ...meaningful conversations that support financial well-being and deepen... ...expectations Experience building trust-based customer relationships...
Financial
Work experience placement
Flexible hours
Wells Fargo
Little Neck, NY
3 days ago
Relationship Banker - Northwest Queens - Sunnyside, NY
...understood. We build lasting relationships by doing the right thing, exceeding... .... As a Relationship Banker in a Chase Branch, you will represent... ...solutions and cutting-edge financial technology combined with... ...and help clients, building trust – ask questions and listen to...
Financial
Immediate start
Afternoon shift
JPMorgan Chase & Co.
Sunnyside, NY
10 days ago
Wealth Advisor / Financial Consultant - NJ
...Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners... ..., and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial...
Financial
Flexible hours
WealthBridge Financial Group
Hoboken, NJ
3 days ago
Financial Solutions Advisor Registration Candidate - Bergen East Market
...guided by a common purpose to help make financial lives better through the power of every... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ..., building and managing client relationships to considering a client’s complex financial...
Financial
Work at office
Immediate start
Monday to Friday
Flexible hours
Shift work
Day shift
Bank of America Corporation
West New York, NJ
8 days ago
Business Tax Expert - TurboTax Store (New York)
$33.45 - $40.47 per hour
...Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “... ...as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation...
Financial
Local area
Intuit
Flushing, NY
7 days ago
Tax Accountant - Retail Location (QUEENS)
...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “... ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage...
Financial
Part time
Local area
Intuit
Queens, NY
6 hours ago
Trust & Estate Administration Paralegal (NJ)
$90.5k - $150k
...Job Description Job Description Trust & Estate Administration Paralegal Based in New Jersey or New York, we are a nationally... ...filings Communicate directly with clients beneficiaries financial advisors accountants and fiduciaries while maintaining detailed...
Financial
Trueseek
North Bergen, NJ
23 days ago
Service Advisor
$20.2 - $30.3 per hour
...Service Advisor Tesla is seeking a Service Advisor dedicated to advancing one of the most... ...updates, and ensuring thorough follow-up Build trust with customers by providing empathetic... ...Employee Stock Purchase Plans, and other financial benefits Company paid Basic Life, AD&D...
Financial
Hourly pay
Full time
Temporary work
Flexible hours
Tesla
Brooklyn, NY
2 days ago
Private Client Advisor II
...guided by a common purpose to help make financial lives better through the power of... ...acquiring new clients, deepening client relationships, and building upon an internal and external... ...for clients and prospects as their trusted advisor, providing integrated recommendations...
Financial
Shift work
Day shift
Bank of America
Forest Hills, NY
2 days ago
Executive Admissions Advisor
...Executive Admissions Advisor Are you looking for a challenge and a career that helps change... ...career. This is a senior, high-trust advising role for someone who can build genuine... ...through program comparisons, career outcomes, financial aid options, and enrollment timelines...
Financial
Local area
Weekend work
Afternoon shift
HRPivot
Brooklyn, NY
2 days ago
Sales and Service Banker, Avenue J Branch, Brooklyn, NY
$34.5k
...Sales And Service Banker, Avenue J Branch, Brooklyn, NY Santander... ...and innovator in the financial services industry and is... ...Service Banker serves as a trusted advisor to customers with a focus on... ...building strong, long-lasting relationships by understanding their...
Financial
Hourly pay
Full time
Contract work
Work experience placement
Work at office
Shift work
Afternoon shift
Santander Bank, N.a.
Brooklyn, NY
2 days ago
Beauty Advisor - CHANEL Beaute, Kings Plaza - Part Time
...Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all... ...and style. Building lasting client relationships is at the heart of your role. You’ll... ...mental health counseling and legal/financial advice Access the full menu of benefits...
Financial
All shifts
Flexible hours
Afternoon shift
Macy’s
Brooklyn, NY
22 hours ago
Corporate- Tax Information and Withholding Advisor, Executive Director
...an Information Reporting & Withholding Advisor- Executive Director and be part of a team... ...) required. Broad knowledge of financial products, including investment funds.... ...professionals. Ability to build positive relationships with the businesses supported and Information...
Financial
JPMorgan Chase & Co.
Jersey City, NJ
more than 2 months ago
Private Mortgage Banker (SAFE)
...Private Mortgage Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to... ...provide excellent customer service Build relationships focused on affluent borrowers with...
Financial
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Brooklyn, NY
2 days ago
Personal Banker
...PERSONAL BANKER - ST. ALBANS, QUEENS Corporate Title: Personal Banker Department... ...that had been excluded from mainstream financial services. More than 65 years later, we remain... .... Position Summary: The Community Relationship Bankers are the “frontline sales force”....
Financial
3 days per week
1 day per week
Carver Federal Savings Bank
Brooklyn, NY
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker: Trusted Financial Advisor. Be the first to apply!