Client-First Banker: Tech-Savvy Financial Guide
Aumni
Chase is seeking an Associate Banker to represent our brand in the branch with hospitality and attentiveness. You will help clients achieve their financial goals by delivering personalized service and solutions. The role emphasizes building relationships, educating clients on products, and collaborating with the branch team to ensure a seamless experience across Chase Mobile App, Chase.com, and in-branch services. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-First Banker: Tech-Savvy Financial Guide in Oxnard, CA vacancy
$23.17 - $28.37 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...possible counsel while adapting a digital first mindset. Strong client relationships are...FinancialTemporary work$23.08 - $31.25 per hour
...Relationship BankerRelationship Bankers build relationships with... ...best possible counsel. Strong client relationships are based on trust... ...services, and recommending financial solutions based on each customer... ...while leveraging a digital first mindset- Demonstrated basic...FinancialU.S. Bancorp
Port Hueneme, CA23 hours ago$25.97 - $31.75 per hour
...Bank Of America Financial Center Representative At Bank of America, we are guided by a common purpose to help make financial lives... ...Growth and delivering for our clients, teammates, communities and... ...responsible for serving as the first point of contact for financial...FinancialHourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Ventura, CA4 days ago$25 - $26.77 per hour
...Job Description 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... ...by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....FinancialHourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Oxnard, CA23 hours ago- ...Part Time Associate Banker Santa Barbara - Ventura Area (30 hours... ...About Us Chase is a leading financial services firm, helping nearly... ...experiences for our clients and employees, making them feel... ...Skills Ability to put clients first and exceed their expectations...FinancialPart timeShift work
Testing Site - JPMC
Ventura, CA23 hours ago $100k
...Become a Coldwell Banker Real Estate Agent – Entry-Level and Experienced Searching for... ...which it approaches the real estate needs of clients across 3,000 offices in 49 countries and... ...Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed...Hourly payFull timeFor contractorsColdwell Banker
Oxnard, CA23 hours ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...is responsible for serving as the first point of contact for financial...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
$250k
...Personal Banker SAFE ActThe Personal Banker SAFE Act is an entry level position responsible... ...increase sales to individual consumer clients.Responsibilities:Work with business... ...opportunities, and present product offers/financial solutionsUnderstand and comply with Citibank...FinancialFull timeCitigroup Inc
Camarillo, CA1 day ago$23 - $31 per hour
...serve to make better and smarter financial decisions and enabling the... ...Description Relationship Bankers build relationships with customers... ...possible counsel. Strong client relationships are based on... ...needs while leveraging a digital first mindset - Demonstrated...FinancialFull timeTemporary workLocal area$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)... ...relationships. Leading with a client first mindset, a successful... ...aren’t just beliefs, they guide the decisions we make every...FinancialTemporary workWork at officeLocal area$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)... ...relationships. Leading with a client first mindset, a successful... ...aren’t just beliefs, they guide the decisions we make every...FinancialTemporary workWork at officeLocal area- ...to start a rewarding career path in the tech industry? Dreambound offers cutting-edge... ...available • Affordable payment plans and financial aid may be available for those who qualify... ...to those who qualify. Take the first step towards your new career path today!...FinancialFlexible hours
Dreambound
Oxnard, CA4 days ago $41k - $54k
...face, voice, and trusted guide for our families. If... ...orchestrating flawless client journeys, this is your... ...intelligence with financial acumen to make life‑changing... .... Curate the First Impression: Welcome families... .... You are driven, tech‑savvy, and deeply empathetic....FinancialImmediate startSugarbug Dental & Orthodontics
Oxnard, CA23 hours ago- ...Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence... ...returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear...FinancialHourly payMinimum wageTemporary workWork at officeLocal area
H&R Block
Oxnard, CA23 hours ago $150k - $185k
...disciplined, consultative sales cycle from first touch to signed contract.Key... ...the Account Management team so existing clients and active accounts are never worked as "... ...access to a 401(k)-retirement plan. Your financial security is important, and we're here to...FinancialContract workRemote workWestern Computer
Oxnard, CA3 days ago$15.9 - $19.7 per hour
About The Role As a seasonal Meet with clients to gather information and understand their... ...through teamwork, collaboration, and a client‑first approach About The Role As a seasonal Tax... ...‑facing or consultative role, such as financial advising, insurance, retail sales, or...FinancialHourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- ...papers; performs various procedures established under generally accepted accounting principles to verify accuracy and validity of client’s financial matters.Prepares complicated tax returns and returns on dissolution or liquidation.Suggests client tax planning ideas to...FinancialWork from home
Joseph Michaels International
Oxnard, CA3 days ago $72.38k - $75k
...offices and is responsible for delivering a consistent, high-quality client experience across every location. In this role, you'll ensure... ...accountable ~ Demonstrated ability to drive business and financial results while managing day-to-day operations across multiple locations...FinancialMinimum wageTemporary workWork experience placementSeasonal workWork at officeLocal areaNight shiftAfternoon shiftH&R Block
Port Hueneme, CA3 days ago- ...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...FinancialPart timeLocal area
Intuit
Oxnard, CA2 days ago $22.98 - $30.48 per hour
...culture. To be successful in this role, you must have a customer-first approach and thrive in ambiguous and unexpected environments,... ...services, features and benefits, and community stories to effectively guide customers in their decision-making process when considering...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftWeekend workRivian
Ventura, CA2 days ago$25 per hour
...At Yardi, we’ve been leading the property tech industry forover 40 years, combining... ...generation—this isthe core of building new client relationships! Learn to prospect and identify... .... Plus, lay thefoundation for your financial future with our 401(k) option. Engage Beyond...FinancialSummer workInternshipSummer internshipLocal areaWorldwide$32.5 - $36 per hour
...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...FinancialLocal areaIntuit
Oxnard, CA2 days ago$32.5 - $36 per hour
...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...FinancialLocal areaIntuit
Oxnard, CA2 days ago$32.5 - $36 per hour
...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...FinancialLocal areaIntuit
Oxnard, CA2 days ago$32.5 - $36 per hour
...as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...FinancialLocal areaIntuit
Oxnard, CA2 days ago$79k - $109k
...The extraordinary AlphaSense Sales team is split into two parts: Financial Services and Corporates. The Financial Services Sales Team... ...closely with our Product Specialist team during trials to drive client engagement and ultimate purchase, and with Account Management to...FinancialLocal areaRemote workAlphaSense, Inc.
Oxnard, CA23 hours ago- ...H&R Block, Inc. in Oxnard, CA is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from seasoned teammates. Training is provided, and you will answer questions...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
H&R Block
Oxnard, CA23 hours ago - ...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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...FinancialWork at officeShift workWeekend workDay shift
$27 - $41 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s mission... ...presence as a trusted, knowledgeable guide makes all the difference whether you're helping... ...play a key role in growing TurboTax’s client base within the local community, attracting...FinancialWork at officeLocal areaMonday to FridayIntuit
Oxnard, CA22 days ago$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized...FinancialTemporary workWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-First Banker: Tech-Savvy Financial Guide. Be the first to apply!
