Client Solutions Advisor — Banking & Relationships
Bank of America ATM
Bank of America in Lafayette, CA is seeking a client associate to educate clients in a lobby setting and assist with transactions via self‑service channels like mobile and online banking. You will handle cash accurately, engage clients in meaningful conversations, and connect them with financial solutions to meet their goals. The role requires weekend/extended hours flexibility, adherence to bank policies, and a focus on delivering excellent client service. #J-18808-Ljbffr Bank of America
- U.S. Bank is seeking a Client Relationship Consultant to build trusted relationships with customers across multiple channels, advising on deposit and loan products while leveraging a digital-first approach. The role requires knowledge of consumer and business banking and...Suggested
- ...Bank of America seeks a frontline teammate to engage clients in the lobby, educate them on self-service banking, and process... ...focuses on building client relationships, identifying financial needs,... ...guiding customers to the right solutions. You will train across a financial...SuggestedRelocationWeekend work
$51.83k - $63.36k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...—all from Day One. Job Description Client Relationship Consultants build relationships with... ...products and services, and recommending solutions based on each customer’s unique goals and...SuggestedFull timeTemporary workLocal area- Bank of America in the United States seeks a client service specialist to engage clients in the lobby and educate them on self-service... ...goals to connect them with suitable solutions. The role requires strong communication, relationship-building, and ability to work weekends...SuggestedWeekend work
- ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...offer the best investment solutions to meet their financial... ...As a Private Client Advisor in Chase Wealth Management... ...success and the goals of the bank, while fostering a...Suggested
$17 per hour
...exceptional customer experiences and solutions for one of the world’s best-... ...Maintain broad knowledge of client products and/or services... ...Exceptional listening and relationship building skills Creative problem... ...Preferred experience in the banking and credit card industries...Minimum wageWork at officeImmediate start$21 per hour
...in your community access the financial solutions they need—right when they need it the most... ...with customers to cultivate lasting relationships that drive repeat business. ~ Review... ...of Brands will never ask you for banking or other payment information at any point...Hourly payFull timeTemporary workCasual workWork at officeLocal area$100k - $275k
...Bank Of America Job Posting At Bank of America... ...and delivering for our clients, teammates,... ...clients, deepening client relationships, and building upon an... ...prospects as their trusted advisor, providing integrated... ...and closes business * Solutions oriented; sales and financial...Work at officeShift workDay shift- ...Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover... ...banking and investment solutions in compliance with regulatory... ...the community to build relationships and deliver the desired... ...with Financial Advisor, as appropriate, for clients...Temporary work
- Bank of America in California seeks a client-focused associate to engage clients in the lobby, educate them on self-service banking, and assist with... ...aligning with business needs. The role emphasizes building relationships, educating clients on digital banking, managing cash...
$63.3k - $117.2k
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory... ...and the community to build relationships and deliver the desired... ...Collaborates with Financial Advisor, as appropriate, for...Temporary workPart timeLocal area- ...passionate about helping our clients, caring for our employees, building relationships, delivering... ...offer the best investment solutions to meet their financial... ...needs. As a Private Client Advisor in Chase Wealth... ...success and the goals of the bank, while fostering a culture...
$92.11k - $156.88k
...products and services to new clients and the expansion of... ...treasury management customer relationships. The incumbent will support... ...and develop proposed service solutions/sales presentations to assist... ...managers, regional managers, banking office managers and line officers...Work at officeRemote work$75k
...income. Ongoing Support & Resources Focus on building relationships and closing deals while Platinum handles marketing,... ...trust and educate them about Platinum’s supplemental insurance solutions. 2. Leverage Our 10-Step Sales Process : Follow a time-tested...Flexible hoursNight shift- ActOne Group in Walnut Creek, CA seeks an experienced banking professional to join our team. You will open consumer and small business accounts, assist clients with banking products, and cross-sell opportunities while delivering exceptional service. In this role you will...
- JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and...
$65k - $100k
...invest in innovation, simplify client experiences, and shape the... ...Responsibilities Work with assigned bank partners to earn business... ...and present the Paychex solution to key stakeholders and decision... ...service and build trusted relationships. Drive innovation in our products...Base plus commissionFull timeContract workPart timeInternshipLocal area- Poppy Bank is seeking a Client Service Representative at II/III levels to handle new consumer accounts and basic to complex business accounts. The role requires processing all new account transactions, advising clients on account options, and cross-selling Bank products...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...by offering advised solutions and Chase partner referrals that deepen client relationships. Job Responsibilities... ...success and the goals of the bank, while fostering a culture of...
- TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice... ...of business, delivering personalized investment solutions, and fostering strong client relationships. The ideal candidate will have at least 2 years of...
$41.6k - $51.96k
Citigroup Inc. is seeking a Customer Service Representative in Albany, California. The role involves managing client interactions, facilitating banking transactions, and identifying sales opportunities. Candidates should have sales, customer service, and money handling...- ...Consultant to provide exceptional service in custom designs and organizational solutions. The role involves managing customer projects through design, installation, and building relationships within the community. Candidates should have a college degree, 2-5 years of...
$124.1k - $169.1k
.../ Implementation services with strong Solution Selling foundationDirect Sales experience... ...companies, and to prospective clients with annual revenues of $25-$500 million... ...Effectively communicate and build ongoing relationships with prospects, clients and personnel via...Full timeContract workWork at officeLocal areaFlexible hours$85k - $100k
...Accounting & Technology teams help clients analyze complex financial,... ..., advisory engagements in banking and healthcare, and business... ...Institutions Advisory: We are a trusted advisor to leading financial services... ...the interdisciplinary relationships that give us the edge, laying...Summer workWork at officeLocal areaImmediate start3 days per week$20 - $25 per hour
...Customer Service Representative Mechanics Bank is currently searching for a full time Customer Service Representative to join our team at our Richmond Hilltop Branch. Under general supervision, but in line with established policies and procedures, performs basic to moderately...Hourly pay16 hoursFull timeWork experience placementWork from homeFlexible hours$69k
...leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer... ...and solutions Strong verbal communication and relationship-building skills Sales or customer service...Remote jobWork from homeFlexible hours- ...Schwab, you're empowered to make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in... ...processes in a fast-paced environment. Remain flexible and solution-oriented when navigating new or complex situations....Flexible hours
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses on providing comprehensive financial... ...strong skills in client acquisition and maintain client relationships, ensuring exceptional service and support. Required qualifications...
$71.3k - $150k
...Client Advisor Acrisure is a global Fintech leader that combines the best of humans and... ...individual clients. We connect clients to solutions that help them protect and grow what... ...where technology, data, and relationships intersect? At Acrisure, we're redefining...Immediate startFlexible hours- Bank of America is seeking a motivated individual to provide client service support to Financial Advisors in Walnut Creek, CA. The role requires a client-centric mindset and proficiency... ..., and fostering strong client relationships. A High School Diploma or equivalent...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Solutions Advisor — Banking & Relationships. Be the first to apply!
- community service representative Lafayette, CA
- client service representative Lafayette, CA
- bilingual customer service representative spanish english Lafayette, CA
- customer experience agent Lafayette, CA
- customer experience associate Lafayette, CA
- client experience specialist Lafayette, CA
- service person Lafayette, CA
- benefit customer service representative Lafayette, CA
- customer service representative (remote from home) Lafayette, CA
- customer relations associate Lafayette, CA



