Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Experience Banking Advisor

Bank of America

Bank of America in California seeks a client-focused associate to engage clients in the lobby, educate them on self-service banking, and assist with cash transactions. You will train at a center, then potentially move to nearby locations within commuting distance, aligning with business needs. The role emphasizes building relationships, educating clients on digital banking, managing cash, and delivering a superior client experience while following all laws and regulations. #J-18808-Ljbffr Bank of America

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Experience Banking Advisor in Emeryville, CA vacancy
  • Bank of America is seeking candidates for a position where you will engage clients in the lobby, educate them on self-service resources, and process cash transactions efficiently. The role emphasizes building strong client relationships and connecting clients to financial... 
    Suggested

    Bank of America

    Alameda, CA
    3 days ago
  • Join our team at J.P. Morgan Advisors, the ultra-high net worth division...  ..., offers U.S. based clients and their advisors the personalized...  ...well under pressure. Prior experience in meeting deadlines and exceeding...  ...are a leader in investment banking, consumer and small business... 
    Suggested
    Work at office
    Local area

    JP Morgan Chase

    San Francisco, CA
    2 days ago
  •  ...an enthusiasm for helping our clients, taking care of our employees...  ...support to Private Client Advisors within Wealth Management. Job...  ...GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES...  ...determined based on the role, experience, skill set and location.... 
    Suggested

    JP Morgan Chase

    Walnut Creek, CA
    1 day ago
  •  ...Bank of America is seeking a client-focused Teller to engage clients in the lobby and educate them on self-service options, including mobile banking, online banking, and ATM usage. You will accurately and efficiently process cash transactions while building relationships... 
    Suggested
    Weekend work

    Bank of America

    Alameda, CA
    5 days ago
  • Hispanic Alliance for Career Enhancement in Berkeley, CA seeks a Banking Advisor to uncover financial needs and deliver holistic banking and...  ...digital platforms. Responsibilities include consultative client engagement, collaboration with Financial Advisors, and executing... 
    Suggested

    Hispanic Alliance for Career Enhancement

    Berkeley, CA
    5 days ago
  •  ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees...  ...have the opportunity to help people experience our Customer Promise -- helping...  ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Francisco, CA
    5 days ago
  •  ...include managing business credit requests, building referral opportunities, and providing client services. Candidates should have 0-2 years of experience, preferably in banking or retail, and possess strong communication skills. A Bachelor's degree or equivalent experience... 

    Citi

    San Pablo, CA
    4 days ago
  • California Bank & Trust in Walnut Creek is seeking a Branch Relationship Banker (Personal...  ...) to deliver a full-service banking experience focused on relationship-building. You will...  ...with consumer lending needs, and connect clients with tailored financial solutions while delivering... 
    Local area

    California Bank & Trust

    Walnut Creek, CA
    3 days ago
  •  ...Client Advisor In The Institutional Advisor Channel J.P. Morgan Asset Management is committed...  ...Registered Investment Advisors, Bank & Trusts, and Family Offices. You lead...  ...63 securities licenses. ~3 years of experience in client relationship management, preferably... 

    JPMorgan Chase

    San Francisco, CA
    3 days ago
  • $164.6k - $225k

     ...servicing, asset management and banking services, Northern Trust (...  ...partners, and to provide to our clients and the communities we serve...  ...than 135 years of financial experience and over 24,000 partners, we...  ...service. Job Title: Sr. Portfolio Advisor, Global Family Office... 
    Full time
    H1b
    Work at office
    Worldwide
    Flexible hours

    Northern Trust

    San Francisco, CA
    2 days ago
  • $21.81 - $26.65 per hour

     ...Job Opportunity at U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping...  .... Builds and fosters relationships with clients through proactive outreach (includes outbound...  ...has one year of related banking experience or commensurate training in sales and customer... 
    Temporary work

    US Bank

    San Leandro, CA
    18 hours ago
  • $66.56k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites...  ...a high quality customer service experience during each customer interaction... 
    Work at office
    Local area

    LPL Financial

    Oakland, CA
    4 days ago
  • $45.9k - $75.9k

     ...Shattuck Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional...  ...to deliver the desired customer experience and achieve overall business objectives....  ...and small business solutions). Offers clients advice and guidance on available digital... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Berkeley, CA
    1 day ago
  • $70k - $80k

     ...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of...  ...Responsible Growth and delivering for our clients, teammates, communities and...  ...education, or a wide range of work and life experiences. These journeys foster resilience,... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Oakland, CA
    4 days ago
  •  ...skills Understanding and application of the Bank’s risk grading methodology and credit...  ...Managers to call on current or potential clients; understands and identifies needs for commercial...  ...the skills of these teammates. Required experience, education and skills: Minimum 6 to 8... 
    Local area

    First Horizon

    Oakland, CA
    3 days ago
  • $28.85 - $33.65 per hour

     ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...insights of Merrill coupled with the banking convenience of Bank of America....  ...represents an array of different skills and experiences that individuals bring from all... 
    Hourly pay
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Berkeley, CA
    5 days ago
  • $132.26k - $155.6k

    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...  .... Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven to ten years of commercial banking experience Preferred... 
    Full time
    Work experience placement
    Local area

    US Bank

    San Francisco, CA
    2 days ago
  • $25 - $26.77 per hour

    Overview 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 shareholders...  ...outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Alameda, CA
    19 hours ago
  •  ...We are all united in delivering the best experience for our customers. We work together each...  ...a Personal Banker within PNC’s Retail Banking organization, you will be based in Pittsburgh...  ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Oakland, CA
    3 days ago
  • $83k - $115k

     ...Account Executive Rho is the modern banking platform built for startups. Open accounts...  ...to research, identify, and acquire new clients through self-generated leads and establishing...  .... Qualifications ~2+ years of experience as a full-cycle sales professional; B2B... 
    For contractors
    Local area

    Rho

    San Francisco, CA
    2 days ago
  • JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, leveraging our banking solutions and technology to serve clients. You will lead in acquiring, managing, and retaining relationships, using financial knowledge to offer... 

    JPMorganChase

    San Francisco, CA
    4 days ago
  • $61.28k - $85.52k

     ...activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some experience in banking or sales. The salary range is $61,280.00 - $85,520.00, with benefits including medical and dental coverage, 401(k), and paid... 

    Citibank (Switzerland) AG

    San Pablo, CA
    1 day ago
  • Bank of America in San Francisco is seeking a customer service professional to engage clients in the lobby, educate on self-service resources, and process cash transactions. You will build relationships, identify solutions, and guide clients to appropriate banking services... 
    Weekend work

    Bank of America

    San Francisco, CA
    4 days ago
  • Northern Trust is seeking a skilled professional to support client account servicing, wires, transfers, and documentation. The role requires...  ...management and NCSS teams while ensuring compliance with banking policies and risk guidelines. Strong client service and problem... 

    3M HEALTHCARE

    San Francisco, CA
    2 days ago
  • $25 - $26.77 per hour

    This position is responsible for engaging clients in the lobby to educate and assist with...  ...self‑service resources such as mobile banking, online banking, or ATM. The role involves...  ...calls effectively. Drive the client experience. Manage cash responsibilities. Qualifications... 
    Hourly pay
    Relocation
    Shift work
    Weekend work
    Day shift

    Bank of America

    Alameda, CA
    19 hours ago
  • $158.01k - $268.64k

    Sr. Banking Advisor page is loaded## Sr. Banking Advisorlocations: San Francisco, CAtime type: Full...  ...integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional... 
    Flexible hours

    Northern Trust Corp

    San Francisco, CA
    5 days ago
  • Fifth Third Bank in Alameda is looking for a Personal Banker I to enhance relationships with customers and provide tailored financial...  ...ideal candidate has a high school diploma and customer service experience, showcasing strong communication skills and business acumen.... 

    Fifth Third Bank

    Alameda, CA
    2 days ago
  • $92.22k - $106.1k

     ...ideas.We are looking for an experienced and client-focused Workday Consultant to join our...  ...Workday functionality. Your consulting experience, in-depth knowledge of Workday, and...  ...certifications such as FDM, Business Assets, or Banking"Armanino" is the brand name under which... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    San Francisco, CA
    3 days ago
  •  ...President, Senior Foreign Exchange Advisor About the Company Top-performing banking company Industry Banking...  .... This role involves proactive client engagement, business development...  ...have a minimum of 6 years' related experience, a Bachelor's degree (Master's... 

    Confidential

    San Francisco, CA
    4 days ago
  • $231.66k - $289.58k

     ...By combining global corporate cards and banking with intuitive spend management, bill pay...  ...management with exceptional customer experiences. As our customer base continues to grow...  ...portfolioLead high stakes conversations with client (CFO teams), partners, regulators and... 
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Experience Banking Advisor. Be the first to apply!