Senior Personal Banking Advisor
Bank of America
Bank of America is seeking a client‑facing banking professional in San Diego to uncover personal and small business needs, recommend tailored solutions, and guide clients to the right teams. You will balance service requests with productive sales activities while ensuring policy compliance and risk controls. In this role you will build lasting relationships, advise on checking and savings, credit products, loans, and digital tools, and collaborate across partners to deliver a superior client #J-18808-Ljbffr Bank of America
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase... ...proven sales experience in retail banking ~ Knowledge of real estate market in... ...range of financial services, including personal banking, credit cards, mortgages,...PersonalSeniorWork experience placementLocal areaImmediate startRelocation
- ...unique brand of relationship banking and fostering a culture where... ...billion in client assets. Our advisors average $575,000 in GDC. Our... ...solutions. About the Role: A Senior Wealth Advisor is an... ...actions and words. Takes personal initiative and is a positive...PersonalSeniorImmediate start
$26 - $33 per hour
Scripps Ranch - Senior Relationship Banker Branch Network - Scripps Ranch, 10393 Spring Canyon... ...support member needs. Promote digital banking solutions and educate members on... ...including job applicants, of the categories of personal information we collect and the purpose for...PersonalSeniorHourly pay- ...execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help serve the... ...through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...PersonalSeniorWork experience placement
- Northern Trust Corp is looking for an Associate Banking Advisor in San Diego. In this role, you'll assist Portfolio Banking Advisors with managing client portfolios, attending meetings, and making credit presentations. The ideal candidate should have over 5 years of experience...Senior
$109.2k - $202.8k
Fairygodboss is looking for a Banking Advisor III based in San Diego, California. In this role, you will provide guidance on banking solutions to high‑net‑worth clients and manage a book of business. The ideal candidate will have over five years of experience and a Bachelor...SeniorFull time- Bank of America is seeking a motivated individual for a client-facing role in San Diego. In this position, you will serve as the first point of contact for financial center clients, uncovering personal banking needs and offering appropriate solutions. The ideal candidate...PersonalSenior
- A leading financial institution is looking for a Commercial Banking Relationship Manager II in San Diego, California. Responsibilities include developing and managing client relationships, advising on financial solutions, and ensuring compliance with regulations. The ideal...Senior
$109.2k - $202.8k
...an opportunity to contribute to the company’s success. As a Banking Advisor III within PNC’s Private Bank organization, you will be based... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age...PersonalTemporary workWork experience placementWork at office$25.97 - $31.75 per hour
Bank of America is looking for a client-oriented professional in Chula Vista to serve as the first point of contact for financial center clients. This role involves uncovering personal banking needs and connecting clients with specialists. Responsibilities include managing...PersonalSeniorHourly pay- Axos Bank is seeking a Senior Accountant in San Diego, California, who will be responsible for investor reporting and accounting operations. The role involves ensuring the accuracy of journal entries and handling reconciliations in a regulated banking environment. The...Senior
$159.6k - $296.4k
...Investment Advisor Sr At PNC, our people are our greatest differentiator and competitive... ...Advisor Sr within PNC's Private Bank organization, you will be based in San Diego... ...equal employment opportunity to qualified persons regardless of race, color, sex, religion,...PersonalSeniorFull timeTemporary workPart timeWork experience placementWork at office- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus... ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Training... ...start and grow a successful Financial Advisor career. Sponsorship: First Command...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$114.54k - $194.58k
...servicing, asset management and banking services, Northern Trust (... ...representing small to mid-sized personal trusts and individual... ...clients. 3. Works with Investment Advisors to understand the overall investment... ...organization is encouraged, senior leaders are accessible, and...PersonalWork experience placementH1bLocal areaWorldwideFlexible hours- ...Citigroup Inc. is seeking an entry-level Personal Banker in El Cajon, California. This role involves assisting with sales and products... ...years of relevant experience, and preferably some background in banking or sales. Candidates must be NMLS registered and Safe Act compliant...Personal
- ...Citigroup Inc. is looking for an entry-level Personal Banker in Chula Vista, California. This role involves assisting in sales and service... ...client services. The ideal candidate will have a Bachelor’s degree and relevant experience in banking or retail. #J-18808-Ljbffr...Personal
- ...’s goals as a registered representative/advisor/agent of Navy Federal Investment Services... ..., practices, financial markets, banking, analysis, and reporting of financial data... ...candidates for payment, bank details or personal financial information during the hiring...PersonalInternshipMonday to Friday
$20 - $22 per hour
...employment qualified applicants with arrest and conviction records. Important Notice: Greystar will never request your banking details or other sensitive personal information during the interview process. Greystar does not conduct any interviews via text or messaging, and all...PersonalTemporary workPart timeWork at officeLocal areaImmediate startFlexible hoursWeekend workAfternoon shift$20 - $26 per hour
...cash advances, stop payments, blocks, wire transfers and any other transaction needed by the customer. Develops strong knowledge of bank products and services; recommends bank services that align with customer needs and cross sells effectively. Leverages tools and...PersonalHourly payFull time- ...About the Role The Personal Banker is responsible for delivering an exceptional client experience by adhering to our Breakthrough Client... ...providing proactive solutions and problem resolution in line with the bank’s Breakthrough Client Service Standards, opening consumer and...PersonalImmediate start
- ...financial well‑being and deepen engagement Lead discovery‑driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate...PersonalWork experience placement
$80k - $90k
...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 committed... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- Fifth Third Bank in San Diego, CA offers a Retail Personal Banker I program that trains candidates through a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification. The program emphasizes consultative selling, building customer...Personal
- ...Senior Vice President, Head of Compliance About the Company Accomplished provider of personal loans & related services Industry Financial... ...Services Technology Banking Lending Services Credit... ...function, serve as a key advisor to the Chief Risk Officer...PersonalSenior
$22 - $29 per hour
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and... ...Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and...PersonalHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$127.63k - $237.01k
...integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and... ...externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...PersonalRemote work$132.5k - $205k
...Full-time Description At Sunflower Bank, N.A., we're experiencing great growth. Since... ...of relationship-focused services to meet personal, business, and wealth-management... ...Worth individuals and families. As a trusted advisor, this position manages the clients' relationships...PersonalFull timeFlexible hours- ...Downtown branch. Responsibilities include performing full-service banking, resolving client concerns, and establishing strong customer... ...competitive hourly pay, comprehensive benefits, and opportunities for personal growth in a relationship-centered culture. #J-18808-Ljbffr...PersonalHourly pay
- ...You will engage with customers, assess needs, and guide them to personal and small business financial solutions while partnering with... ...you will contribute to community development, promote digital banking tools, and deliver exceptional service while adhering to regulatory...Personal
- Fifth Third Bank, National Association in San Diego, CA is seeking a Float Personal Banker I-Carmel Mountain to deliver exceptional customer care, handle daily transactions, and refer customers to business partners for banking products. The role involves travel to multiple...Personal
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