Senior Personal Banking Advisor
Bank of America
Bank of America seeks a client-facing associate in Vallejo, California. Responsibilities include managing client interactions, identifying banking needs, and providing exceptional service. Ideal candidates have a sales background and are highly motivated to grow client relationships. Required qualifications include effective communication skills, sales experience, and a High School Diploma. Opportunities for career development and industry-leading benefits are offered. #J-18808-Ljbffr Bank of America
$16.9 per hour
...Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Bakersfield, Fresno, Napa...PersonalSenior16 hoursWork experience placementLocal areaWork from homeFlexible hours- ...identify customer needs, advise on financial solutions, and guide clients through digital and self-serve options. The role emphasizes personalized customer experiences and collaboration with branch partners. Primary responsibilities include conducting needs-based...Personal
$24 - $30.67 per hour
...Bank Of America Financial Center Position At Bank of America, we are guided by a common... ...center clients, helping to uncover personal banking needs of both individual and small... ...held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit...PersonalSeniorHourly payWork at officeFlexible hoursShift workWeekend workDay shift$50k - $100k
...Deadline:12/07/2026Address:4300 Sonoma Blvd.Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers... ..., and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with...PersonalContract workPart timeLocal areaImmediate startDay shift$24 - $30.67 per hour
Responsibilities Serves as the first point of contact for financial center clients, uncovering personal banking needs of both individual and small business clients. Deepens client relationships through platform services, supports clients with self‑service or transactional...PersonalSeniorHourly payWork at officeShift workWeekend workDay shift$70.3k - $73.98k
...Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people... ...purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS:The physical...PersonalFull timeWork experience placement$19 - $28 per hour
...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience... ...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating...PersonalImmediate start$100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team... ...investment insights of Merrill coupled with the banking convenience of the company. Merrill is...PersonalHourly payWork at officeLocal areaShift workDay shift$70k - $80k
...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 to help make financial lives better through the power of every connection. We do this...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials... ...will help to deliver the company's core banking, investment solutions and approach to...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in California is seeking a Financial Solutions Advisor Stage I to begin licensure with SIE, Series 7 and Series 66, progressing to advisor roles. You... ...offering banking, investment solutions, and personalized financial guidance. Success leads to advancement...
$28.85 - $33.65 per hour
...; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in Vallejo, CA seeks an experienced advisor to help clients reach financial goals by building plans with brokerage products, including stocks and bonds, and by recommending banking and investment strategies. The role requires triaging client leads, referring...
- BMO Financial Group is seeking a customer-focused banking professional to deliver exceptional service in the branch. You will guide customers, discuss digital options, and make banking easy and fast across channels. In this role you’ll identify needs, refer opportunities...Personal
- Bank of America is hiring for a Financial Solutions Advisor Stage I in the Napa and surrounding California market. You will begin with Securities Industry licenses... ...clients with banking, investments, and personalized financial guidance. The program emphasizes structured...
- ...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 to help make financial lives better through the power of every connection. We do this...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$29.08 - $35.54 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better... ...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you...Temporary workLocal area- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase'... ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
$45k - $75k
...Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and...PersonalContract workPart timeLocal areaDay shift$29.08 - $35.54 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...bring our shared ambition to life, and each person is unique in their potential. A career... ...Bank location for all scheduled work days. Senior Relationship Banker Basic...Full timeTemporary workLocal area- United States Digital Space LLC seeks a Financial Solutions Advisor Stage I in Vallejo, CA to begin licensing paths (SIE, Series 7, Series... ..., academy resources, and a clear path to expand your practice within Merrill's network. #J-18808-Ljbffr Bank of America CorporationWork at office
$104.72k - $146.62k
...Job Description Job Description Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Portfolio Manager II to join our Commercial Banking team. The Portfolio Manager II is responsible for managing...Work experience placementBank staff$71.14k - $123.96k
...programs The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC... ...: At least 5-7 years progressively responsible banking or related agricultural lending experience. BA/BS degree with...Personal16 hoursTemporary workPart timeWork at officeLocal areaRemote workVisa sponsorshipAfternoon shift$70.32k
...Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas Napa,... ...Advisors Business Unit Consumer & Community Banking Posting Date 01/15/2026, 03:44 PM... ...diversity Build a book of business and deliver personalized investment solutions to your clients by...PersonalFull timeShift work- ...Part-Time Caregiver With Adults / Seniors / Veterans Part Time San Joaquin, Stanislaus, Sacramento, Napa, Monterey, and El Dorado... ...living needs such as meal preparation, dressing assistance, personal hygiene assistance, etc. Provide peace of mind to the parent...PersonalSeniorPart timeFlexible hoursWeekend workDay shiftWeekday work
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned,... ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$150k
...the supervision, creation implementation and management of the Bank's commercial credit policies and procedures. Serves as the department... ...technical support to branches, credit hub lending personnel and Senior Management in structuring commercial business credit facilities....SeniorWork experience placement$90k - $180k
...11/30/2026 Address: 4300 Sonoma Blvd. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver... ...and acquisition objectives. Probes to understand customer personal banking and credit card needs and integrates marketing promotions...PersonalFull timeContract workPart timeLocal area- Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor-Partially Registered in the Napa... ...business, while working toward Series 7/66 licenses and regulated training requirements. #J-18808-Ljbffr Bank of America Corporation
$70.31k
LPL Financial is looking for a Wealth Advisor to join their team at Westamerica Bank in Napa, California. This on-site role requires a minimum of two years of investment sales experience and the ability to deliver tailored financial solutions to clients. A key focus will...
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