Personal Banking Advisor & Relationship Builder
$41.71k - $50.5kHispanic Alliance for Career Enhancement
Hispanic Alliance for Career Enhancement seeks a dedicated banking service representative in Tustin, California. You will deliver exceptional service, guiding customers through banking solutions and digital options, ensuring their experience is both personal and efficient. Ideal candidates will have 1-2 years of experience in customer service or sales. The role includes collaborating with a versatile branch team to foster customer relationships and achieve business goals. This position offers a competitive salary of $41,714 - $50,500 annually, plus health insurance and other benefits. #J-18808-Ljbffr
- ...Ana, California. This role focuses on delivering exceptional banking services through customer engagement and needs assessments. The... ...possess strong consultative sales abilities, be driven to provide personalized customer experiences, and work towards achieving business...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- ...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
$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- A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should...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$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$80k
...nationwide Registered Investment Advisor, is seeking an Advisor to... ...build and deepen client relationships, deliver comprehensive planning... ...risk/return tradeoffs, and personal financial planning concepts,... ...services, wealth management, banking, or a related client service...PersonalContract workInternship- ...About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National... ...the primary point of contact for everyday banking needs, products and services through scheduled... ...setting clear expectations, and taking personal ownership to convert qualified...PersonalFull timeTemporary workWork experience placementImmediate start
- ...Firefighters First Credit Union seeks a Personal Banker for its Irvine, CA, branch. This role involves establishing member relationships while recommending financial products to... ...The ideal candidate has experience in a banking environment, a passion for community service...Personal
- ...Team, Shape Your Future At New Omni Bank, we believe in the power of talent and... ...40 quarters. Position Summary The Personal Banker’s primary function and responsibility... ...customer satisfaction. # Sales and Relationship Building Identify needs and opportunities...PersonalFull timeLocal area
- ...to work by offering a unique brand of relationship banking and fostering a culture where associates... ...$2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...culture in all actions and words. Takes personal initiative and is a positive example...PersonalImmediate start
$102.36k - $190k
...the management of trust and investment relationships, utilizing effective investment solutions... ...responsibilities .Demonstrates compliance with all bank regulations for assigned job function... ...culture in all actions and words .Takes personal initiative and is a positive example for...PersonalWork experience placementWork at officeImmediate start$23 - $25 per hour
...County's Federal Credit Union Build relationships. Build futures. Build your career. At... ...County's Federal Credit Union (OCFCU), banking is personalalways has been. For more... ...meaningful, impactful work every day. As a Personal Banker/Member Service Representative (...PersonalHourly payWeekday work- ...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
- ...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$75k - $130k
...Client Solutions Managers ("CSMs") and Relationship Managers to prepare timely, high quality... ...identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE),... ...culture in all actions and words.Takes personal initiative and is a positive example for...Personal- 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
$25 - $34 per hour
...Mechanics Bank is currently searching for a full time Personal Banker to join the team at our Irvine Exchange office. The ideal candidate is responsible... ...also strive to build and maintain strong customer relationships to ensure customer satisfaction and loyalty....PersonalHourly pay16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hours$41.83 - $66.81 per hour
...PORTFOLIO MANAGER I-Private Banking Commercial Real Estate WHAT IS THE OPPORTUNITY? The... ...must have foundational understanding of personal financial statements, real estate schedules... .... Collaboration: Partner with Relationship Manager(s) to successfully manage credit...PersonalHourly payPermanent employmentWork at officeRemote work$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$127.63k - $237.01k
...OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-... ...advice to these clients including: banking, credit, asset management, trust and estate... ...from clients and Center of Influences, personal community involvement, and from...PersonalRemote work$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$132.5k - $205k
...Banker Position Sunflower Bank, N.A. is looking for an energetic... ...and enhance long-term client relationships with High-Net-Worth... ...individuals and families. As a trusted advisor, this position manages the... ...be proficient in analyzing personal tax returns, personal financial...PersonalFull timeFlexible hours- ...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
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