Personal Banking Advisor & Relationship Builder
Hispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement is seeking a customer-centric individual to join BMO in Santa Ana, California. This role focuses on delivering exceptional banking services through customer engagement and needs assessments. The ideal candidate will possess strong consultative sales abilities, be driven to provide personalized customer experiences, and work towards achieving business goals. Applicants should ideally have 2 to 3 years of experience in a related field, coupled with a dedication to assisting clients in financial matters. #J-18808-Ljbffr
$41.71k - $50.5k
...for Career Enhancement seeks a dedicated banking service representative in Tustin,... ...options, ensuring their experience is both personal and efficient. Ideal candidates will have... ...branch team to foster customer relationships and achieve business goals. This position...Personal$41.71k - $69k
...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects... ...appointments, and building new relationships within the community. Addresses questions... .... Makes credit recommendations for personal lending transactions, including home...PersonalPart timeLocal areaImmediate startDay shift$75k - $112.5k
...Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in... ...is one of the nation’s premier relationship-based business banks, providing banking... ...Strong skills in computer terminal and personal computer operation; Microsoft Office applications...PersonalWork experience placementWork at officeLocal areaImmediate startFlexible hours$44.3k - $73k
Fifth Third Bank seeks a Personal Banker II in Anaheim, California, to develop and maintain strong customer relationships, helping clients with their financial needs. The ideal candidate has at least one year of customer service experience or a college degree and demonstrates...Personal$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in Newport Beach, California. The role involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with...Personal$45.9k - $75.9k
...Brookhurst Blvd. Job Family Group: Retail Banking Sales & Service Branch placement... ...appointments, and building new relationships within the community. Addresses questions... .... Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift$27 - $41 per hour
...this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch... ...the primary point of contact for everyday banking needs, products and services through... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalFull timeTemporary workWork experience placementImmediate start- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting...PersonalFull timeImmediate startAfternoon shift
$41.71k - $50.5k
...seeking candidates for a position that focuses on customer engagement and banking services in Westminster, California. The role involves collaborating with partners to enhance customer relationships, providing advice on digital banking options, and meeting customer...Personal$70.3k - $75k
...a registered representative/advisor/agent of Navy Federal Financial... ...to establish and build relationships for member growth and engagement... ..., financial markets, banking, analysis, and reporting of... ...for payment, bank details or personal financial information during...PersonalInternshipLocal areaMonday to Friday- ...U.S. Bank in Santa Ana is seeking a Client Relationship Consultant 2 (Banker) for a part-time role. The consultant will engage customers through various channels, providing personalized banking advice and fostering strong relationships. Ideal candidates should have 3-...Part time
$28.85 - $33.65 per hour
...Description The Financial Solutions Advisor Stage I (FSA I) is... ...builds, manages, and grows client relationships, assessing clients’ complex... ...The role includes delivering Bank of America’s core banking services... ...that support employees’ personal and professional growth. #J-...PersonalHourly payMonday to FridayShift workDay shift- ...seeking a dedicated customer service representative in Stanton, California. In this role, you'll engage with clients to assess their banking needs and provide tailored financial solutions. Ideal candidates should have 2-3 years of experience, be bilingual in Spanish and/...Personal
- ...is seeking a motivated individual for a customer engagement role focusing on retail banking sales and service. This position involves identifying customer needs, providing personalized financial solutions, and engaging clients to ensure a superior banking experience. Candidates...Personal
$23 - $27 per hour
...Build Relationships. Build Futures. Build Your Career. Must be willing and able to commute throughout our branch-network with milage... ...At Orange County's Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we've helped our members...PersonalHourly payWeekday work- Comerica Bank is seeking a Personal Banker I in Huntington Beach to foster customer relationships and address financial needs. This role will handle teller transactions and ensure customer satisfaction through proactive engagement. The banker will also work alongside team...Personal
- Citi is looking for an entry-level Personal Banker in Costa Mesa, California. This role... ...and service activities while fostering relationships to enhance loyalty among clients. The ideal... ...skills, and 0-2 years of experience in banking, retail, or sales. Benefits include...Personal
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Costa Mesa, California. This entry... ...is pivotal for fostering customer relationships and enhancing sales for individual consumer... ...0-2 years of experience, preferably in banking or sales, and must possess a Bachelor's...Personal
$96.5k - $207.5k
...Make banking a Fifth Third better® We connect great people to great... ..., Guardianships, and similar relationships serving individuals with impairments. The SNT Trust Advisor will provide fiduciary... ...This role involves managing personal trusts, ensuring compliance with...PersonalWork at office$23 - $25 per hour
...Build Relationships. Build Futures. Build Your Career. At Orange County's Federal Credit Union (OCFCU), banking is personal-always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions...PersonalHourly payWeekday work- ...Member Experience: Develops member relationships by providing high-quality sales and service... ...to member inquiries on the phone and in person. Provides timely closing of loans... ...all electronic services such as online banking, mobile banking, mobile deposits, direct...PersonalWork at office
$96.5k - $207.5k
...Make banking a Fifth Third better® We connect great people to great... ...FUNCTION:? The Trust Advisor will provide fiduciary expertise... ...This role involves managing personal trusts, ensuring compliance... ...existing fiduciary client relationships. The Trust Advisor partners...PersonalWork at office$250k
The Personal Banker SAFE Act is an entry‑level position responsible for the assistance... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships... ...years of relevant experience Previous banking, retail, or sales experience preferred...Personal$57.5k - $106.5k
...cash management advice and support to banking partners / stakeholders and their clients... ...and maintains long-term, profitable relationships and expands our share of wallet with a... ...lending products – In-depth. Knowledge of Personal and Commercial banking products and...PersonalContract workPart timeLocal area$250k
...long-term solutions that strengthen client relationships with the firm.* Help clients achieve... ...the fundamental interests of the Private Bank.* Help team members acquire the experience... ...team success and place team goals above personal achievement.* Work collaboratively with...PersonalFull time$190k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to... ...and credit quality oversight. You'll serve as a trusted advisor-originating and expanding loans, cross-selling bank products...Work experience placementWork at officeLocal areaFlexible hours$121k - $192k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate'...Work experience placementWork at officeLocal areaFlexible hours$225k
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital... ...consideration and respect for their total relationship with Wells Fargo. About this role: Wells... ...apply regarding outside activities or personal investing; affected employees will be expected...PersonalFull timeWork experience placementWork at office$22 - $23.5 per hour
East West Bank is seeking a Relationship Banker to join their team in Westminster, California. This role focuses on building and maintaining relationships with customers, achieving sales goals, and providing advice on financial products. Successful candidates will have...Hourly pay- ...experienced team of wealth advisors has knowledge and access to... ...on building trusted client relationships, generating new business, and... ...engagement.* Build and execute a personal business development plan to... ...financial services, private banking, or wealth management.*...PersonalPermanent employmentTemporary workWork at office
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