Member Financial Solutions Advisor
Postcitycu
Postcitycu is seeking a dedicated Financial Services Representative to enhance member relationships and provide tailored financial solutions. The role focuses on member service, lending, and compliance, requiring proactive engagement to support financial goals. Ideal candidates should possess 3-5 years of relevant experience, strong communication skills, and be proficient with financial products. Additionally, NMLS registration and Notary appointment are essential. Commitment to excellent member service is key. #J-18808-Ljbffr
- Job Overview Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment...SuggestedTemporary workMonday to Friday
$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified... ...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Relationship Specialist II in Lakewood, California, to provide various member services both in-person and over the phone. This role includes... ...at least one year of experience and a deep understanding of financial regulations. Benefits include medical, dental, vision, and 401(...Suggested
$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed...SuggestedLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...SuggestedFull timeContract workFor contractorsWork at office- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, California. In this role, you will obtain necessary industry licenses while delivering comprehensive financial advice to clients. The ideal candidate should excel in building client relationships...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Cerritos, California. The role includes obtaining Securities Industry licenses and developing client relationships. Candidates should have a high school diploma or equivalent, with the opportunity to grow...Hourly pay- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$40k - $55k
...fitness enthusiast, and beach cruiser Humanitarian and active church member Active volunteer in Orange County Position Requirements: Must... ..., and more) Educate customers and provide tailored coverage solutions Build relationships in the local community Work closely with...Full timeFor contractorsWork at officeLocal areaImmediate startMonday to Friday$21.26 - $30.6 per hour
Columbia Bank is seeking a Relationship Banker in Los Alamitos, CA, to build meaningful client relationships and provide customized financial solutions. The role involves opening deposit accounts, originating loans, and ensuring outstanding service in line with the bank’s...- ...seeking a Relationship Banker in Cypress, California, to build long-term client relationships by providing meaningful financial advice and solutions. You will engage clients through financial reviews, offer new deposit accounts, and originate consumer loans. The ideal...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...to new information seeking the right solutions for clients Comfortable in your ability...Work at officeWork from homeHome officeFlexible hours$25 per hour
...seeking a Teller who will be the welcoming face of the organization, providing friendly, accurate service during financial transactions. The role focuses on member-centered service, helping clients achieve their financial goals through personalized support. The ideal...Hourly pay- ...Orange County’s Credit Union in Long Beach seeks a Member Service Representative to be the face of our credit union, handling transactions and nurturing member relationships. This role involves providing exceptional service while cross-selling products, requiring effective...Hourly pay
$22 - $31.9 per hour
...A financial institution in Long Beach, California, is seeking a Teller (Member Service Representative I) to provide outstanding member service. The role includes accurately completing transactions and maintaining cash control. Candidates should have a high school diploma...Hourly pay- ...California Credit Union is seeking a Member Service Representative (MSR) to deliver exceptional service in California's Carson branch. The MSR will handle financial transactions, address member inquiries, and identify opportunities for cross-selling Credit Union products...
$27.02 - $39.18 per hour
...We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels...$75k - $80k
...Thrivent is a different kind of financial services firm, one that puts... ...generosity. South Bay Wealth Advisors is an independent financial... ...investment planning, insurance solutions, and ongoing relationship... ...sensitive communications with members/customers, which may include...Local area- ...live deal execution, build and own the financial models that go in front of lenders and investment... .... Assist in structuring capital solutions across the stack — senior debt,... ...facilities — under the direction of senior team members. Prepare lender and investor-facing...Full timeLocal areaWork from homeFlexible hours
$105k - $154k
...team that focuses on business strategy, financial plans including budgets and our long-term... ..., facility, and operations team members to process, document, and track invoices... ...engineering in deriving smart and scrappy solutions to keep to production schedule, cost, and...$88k - $110k
...environmentally responsible maritime operational solutions for our customers. Position Summary... ...across the organization, delivering financial insights that drive decision-making and... ..., inclusive environment where team members feel valued, supported and empowered to...Work at office$75k - $80k
...Thrivent is a different kind of financial services firm, one that puts... ...generosity. South Bay Wealth Advisors is an independent financial... ...investment planning, insurance solutions, and ongoing relationship... ...sensitive communications with members/customers, which may include...Local area- ...A leading financial services firm in Lakewood, California, is seeking experienced individuals to provide financial... ...planning and investment advice, collaborating with team members to deliver comprehensive banking solutions. Candidates should have a strong knowledge of the...
$250k
...business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program* Assist in strategies to grow the... ...to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards and...Full time$75k - $80k
...Thrivent is a different kind of financial services firm, one that puts... .... South Bay Wealth Advisors is an independent financial services... ...planning, insurance solutions, and ongoing relationship management... ...sensitive communications with members/customers, which may include...Local area$21.26 - $30.6 per hour
...Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice,... ...submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.Weekend work$45.9k - $75.9k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes...Contract workPart timeLocal areaImmediate startDay shift$45.9k - $75.9k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team....Part timeLocal areaImmediate startDay shift- ...California, is looking for a Wealth Sales & Service professional to provide comprehensive financial and investment planning. The role includes assessing client needs, delivering banking solutions, and implementing business strategies to achieve sales targets. Candidates should...
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