In-Branch Relationship Banker
Bank of America
Bank of America in San Clemente, CA seeks a client-focused team member to educate clients on self-service tools and process cash transactions accurately. You will build relationships to uncover financial needs and connect clients with suitable solutions within regulatory guidelines. The role requires strong communication, adaptability, and a willingness to work varied hours, including weekends. Bilingual Spanish is a strong plus for serving a diverse client base at an in-office location. #J-18808-Ljbffr Bank of America
$41.71k - $69k
...business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues... .... Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking...SuggestedPart timeLocal areaImmediate startDay shift- Bank of America is hiring for a Customer Service/Universal Banker role focused on engaging clients in the lobby and guiding transactions... ...Spanish ability are valued as you support clients across the branch. The role requires weekend availability and a customer-centric mindset...SuggestedWeekend work
- ...Advisor to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions that support their financial goals. The role requires a strong...SuggestedWeekend work
- ...will process cash transactions and discuss clients' financial goals to connect them with suitable solutions. The role emphasizes relationship building, adherence to laws and procedures, and delivering an exceptional client experience across a busy financial center....Suggested
- ...that educates clients on self-service options and processes cash transactions accurately. The position emphasizes building client relationships, understanding financial priorities, and connecting clients to solutions in a compliant, fast-paced environment. The role...SuggestedWork at office
- ...cash transactions and guide clients toward solutions that fit their financial goals. The role emphasizes strong communication, relationship building, and willingness to work weekends or extended hours when needed. Bilingual Spanish is highly preferred. #J-18808-Ljbffr...Weekend work
- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $27.88 per hour
...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payShift workWeekend workDay shift- ...customers in the lobby, educate on self-service options (mobile/online banking, ATM) and assist with cash transactions. You will build relationships to address financial needs and connect clients to suitable solutions while following all laws and bank policies. The role...
- ...goals and connect clients with suitable solutions. You will support operational excellence and compliance while building client relationships across the center. Ideal candidates are enthusiastic self-starters with strong communication skills, able to work weekends or #J...Weekend work
- ...transactions and seek to understand clients' financial goals to connect them with suitable solutions. In this role you will build client relationships, follow procedures, and stay compliant with laws and regulations while managing center traffic and outreach calls. #J-18808-...
- Bank of America is seeking a frontline Banker to engage clients in the lobby, educate and assist with transactions via self-service... ...smooth client experience. The role requires strong communication, relationship-building, and adherence to laws and internal guidelines. #J-1...
$25 - $27.88 per hour
...extent permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payShift workWeekend workDay shift- Bank of America is seeking a Customer Sales Associate to help uncover personal banking needs for individuals and small business clients, offering tailored solutions and connecting clients to specialists. The role balances service requests with in-person or inbound call ...Flexible hours
- Citi is hiring an entry level Personal Banker SAFE Act position in Mission Viejo, CA. You... ...service team to foster customer relationships and grow loyalty. Responsibilities include... ...treasury and related products, coaching branch staff, and ensuring compliance with Citibank...
- ...Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver... ...world-class service at our on-site branch, promote credit union products, and help... ...pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr...
- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
$27.02 - $39.18 per hour
...Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour... ...class member service to members visiting branch or service center locations. Provide... ...credit union products and services to build relationships. Process transactions in savings,...Hourly payRemote work$45k - $100k
...you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors... ...improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k - $150k
Compensation: $100,000-$150,000+ (Base + Incentives) with a realistic path toward $400,000+ annually as your client relationships, responsibilities, and role within the firm continue to grow. Join One of the Fastest Growing Independent RIAs in Southern California The Clark...- ...talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive...Full timeWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
- The Clark Group Asset Management, headquartered in Dana Point, California, is a fast-growing independent Registered Investment Advisor focused on retirement planning for high-net-worth families. The PROFIT Retirement Planning Process guides comprehensive decisions, from...
- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...Work at office
- ...United States. You’ll join a structured training program, get registered and licensed, and build your own practice with support from a branch and regional teams. You’ll provide personalized financial solutions to clients and grow with a national network that prioritizes...TraineeshipFlexible hours
- ...: Relationship Banker What we can offer you: Career Growth ~- promotional opportunities ~ Incentive program based on performance ~ Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees ~ Health, Dental, Vision, 401k match and Life Insurance...Full timePart timeLocal areaMonday to Friday
- Citigroup Inc. in Mission Viejo, CA is seeking an entry level Personal Banker to support sales and service activities with the customer service team. You will help foster relationships with individual clients, assist with small business opportunities, and grow the loan...
- ...Your Opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial... ...clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and...
- ...role involves collaborating closely with clients to understand business goals, executing client projects, and maintaining strong relationships. Candidates should have 5-7+ years of experience in consulting, preferably within the financial services sector. This position...Work at officeRemote work
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...diversity and inclusion. As an Associate Banker within Chase, you will represent our brand... ...Chase will significantly contribute to the branch's success by delivering exceptional...Part time
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