Client Banking Advisor—Relationship Builder
U.S. Bank
U.S. Bank is seeking a Client Relationship Consultant 2 in Huntington Beach, CA, to build strong relationships with clients and provide tailored banking solutions. This role requires a high school diploma and three to four years of retail banking experience. The Consultant will engage clients through various channels, educate them on banking services, and open new accounts while ensuring an optimal client experience. Benefits include healthcare, retirement plans, and paid vacation. #J-18808-Ljbffr U.S. Bank
- Columbia Banking System is seeking a Relationship Banker in Newport Beach, CA. This role focuses on building long-term client relationships by providing tailored financial solutions, originating loans, and engaging with the community. The ideal candidate should have a...Suggested
- A community bank in Newport Beach is seeking a Banking Relationship Specialist responsible for providing top-notch customer service while executing teller transactions. This role includes assisting clients with account setups and addressing account issues, all while promoting...Suggested
$27.22 - $33.26 per hour
U.S. Bank is looking for a Client Relationship Consultant in Huntington Beach, California. The role involves building strong relationships with clients through various channels, identifying their banking needs, and providing tailored solutions. Candidates should have retail...SuggestedHourly pay- Us Bank is looking for a Client Relationship Consultant in Huntington Beach, California, to build strong client relationships by engaging with customers through various channels. You will assess customer needs, process transactions, and educate clients about banking products...Suggested
$27.22 - $33.26 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...new skills and discover what you excel at—all from Day One. Client Relationship Consultant Client Relationship Consultants build...SuggestedHourly payTemporary work- ...Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment... ...relationships are based on trust, assessing and attending to customers banking needs, obtaining and processing customer and account...
- The Client Advisor role at South Coast Plaza involves delivering exceptional customer service while driving sales and building a strong client book. Applicants should have at least 3 years of retail sales experience, preferably in luxury goods, and possess excellent communication...Full time
- Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative... ...a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their...Flexible hours
- ....P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los... ...taking care of our employees, building relationships, and delivering extraordinary customer... ...teammates’ success and the goals of the bank, while fostering a culture of diversity...Full timeWork at office
$68.64k
...P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA... ...Business Unit: Consumer & Community Banking Posting Date: 05/06/2025, 06:28 am Locations... ...care of our employees, building relationships, and delivering extraordinary customer...Full time$27.22 - $33.26 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them...Full timeTemporary workLocal area- Columbia Bank is seeking a Relationship Banker in Newport Beach, CA, to build meaningful client relationships by providing tailored financial solutions and outstanding service. Responsibilities include educating clients on available banking products and services and originating...
- A leading financial services firm is seeking a Private Client Relationship Manager located in Newport Beach, CA. The role requires building relationships across banking, lending, and investments to provide an exceptional client experience. Ideal candidates will have over...Full time
$47.84k - $52k
...Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los... ...California is one of the nation’s premier relationship-based business banks focused on... ...an exceptional service experience to our clients. Ensures the performance of all duties in...Full timeTemporary workWork at officeLocal area- ...and strong interpersonal skills. Bonuses include competitive salary, performance-based incentives, and various health and insurance benefits. Join us to deliver a significant impact on customer relationships in a collaborative team environment. #J-18808-Ljbffr BMO U.S.
- ...in assisting customers with financial services and fostering relationships to build loyalty. Responsibilities include assisting with account... ..., and a high school diploma. The role emphasizes a customer-oriented approach in a retail banking environment. #J-18808-Ljbffr Citi
$20 - $22.5 per hour
...County's Federal Credit Union Build relationships. Build futures. Build your career. Remote... ...County's Federal Credit Union (OCFCU), banking is personalalways has been. For more... ...member preferences and providing 'trusted advisor' service, you'll match products and services...Hourly payWork at officeRemote workMonday to FridayShift work$25 - $29 per hour
...with a California-chartered commercial bank headquartered in Southern California, serving... ...solutions. The Bank is known for its relationship-focused approach, personalized service,... ...communication skills ~ Knowledge of the Client Navigator system is a plus ~...Hourly payWork at officeLocal area- Nuvision Federal Credit Union is looking for a Commercial & Business Financial Services Officer in Huntington Beach, CA. The role focuses on meeting commercial and business member needs through timely loan processing and product recommendations. The ideal candidate will...
$70k - $80k
...driving long-term success and value for our clients. You will own Customer Success... ...customer success, financial sales/services, relationship management, or client service environment... ...Green Street empowers investors, lenders, banks, and industry stakeholders across the U....Full timeWork experience placementVisa sponsorshipWork visa$169.41k - $200k
...business, the expansion of existing business relationships, and the delivery of Treasury Management... ...sales skills to turn prospects into clients and to expand the business of existing... ...and Relationship Managers. Represent the Bank in local and regional Treasury...Local area- Farmers & Merchants Bank in Seal Beach, CA is looking for a Religious Client Services Specialist (RCSS) to provide exceptional customer service and support within the Religious Client Services branch. The RCSS will address client concerns, manage account servicing, and...
$68.64k
J.P. Morgan is looking for a Private Client Advisor in Buena Park, CA. This role involves offering personalized financial planning and... ...relevant licenses, and a commitment to building strong client relationships. A competitive salary of $68,640 is offered, along with...- Atrium is seeking a Client Advisor for a luxury retail environment in Costa Mesa, CA. The role focuses on delivering exceptional customer service, building strong client relationships, and driving sales. Ideal candidates will have 2-5 years of luxury retail experience and...Hourly payFull timeFlexible hours
- ...Member Experience: Develops member relationships by providing high-quality sales and service... ...all electronic services such as online banking, mobile banking, mobile deposits, direct... ...and new member relationships – expanded client base thru business development, on-sites...Work at office
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...partner referrals that deepen client relationships. Job responsibilities Champion and support... ...’ success and the goals of the bank, while fostering a culture of diversity...
- ...processing of invoices, requests, approvals, and client communications. Process accounts payable... ...accurate accounting records. Perform bank and credit card reconciliations. Assist... .... Develop and maintain positive working relationships with others. Support team to reach...For contractorsWork at office
- ...of full-cycle placements, fostering genuine connections with clients by understanding their recruitment challenges and workplace culture... ...will flow seamlessly, allowing you to focus more on building relationships and delivering results. The ideal candidate for this role is...Immediate start
$27 - $28 per hour
...Fortune 500 companies in the financial, banking, insurance and billing industries across... ...for an Account Representative to join our Client Services team in Santa Ana, CA. The... ...the Client Services team. Build strong relationships and manage your client accounts with custom...Hourly payRemote work$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful...Remote jobWork from homeFlexible hours
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