Relationship Banker: Personal Finance Advisor
BMO Harris Bank
BMO Harris Bank in Santa Clara is seeking a branch-based Financial Services Associate focused on delivering exceptional customer service and needs-based financial guidance. You will engage customers, assess needs, and propose tailored banking solutions while promoting digital self-serve options. The role emphasizes collaboration with branch teams and partners to achieve sales and service objectives. Candidates should have 2–3 years of experience and relevant lending qualifications, with a strong #J-18808-Ljbffr BMO Harris Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker: Personal Finance Advisor in Santa Clara, CA vacancy
- BMO Financial Group is hiring to deliver exceptional customer service and consultative banking solutions in a dynamic branch environment. You will assess needs, recommend tailored financial solutions, and guide customers through digital options to simplify their banking...Personal
- ...collaborating with branch teams and partners to enhance the customer experience. The position emphasizes proactive engagement, growth of customer relationships, and adherence to risk and compliance requirements as part of daily banking activities. #J-18808-Ljbffr Enternships Ltd.Personal
$26 - $29 per hour
Sr. Relationship Banker (Administrative) People Drive Our Success Are you... ...are met. Provide quality personalized customer service, maintain... ...appropriate (e.g. Financial Advisors, Commercial Lenders). Proactively... ...in business, accounting or finance preferred, but not required...PersonalFull timeFlexible hoursWeekend work- ...offering a unique brand of relationship banking and fostering a culture... ...in client assets. Our advisors average $575,000 in GDC. Our... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...actions and words. Takes personal initiative and is a positive...PersonalFull timeLocal areaImmediate start
Columbia Bank (WA, OR & ID)
San Jose, CA2 days ago $50 per hour
...About the role Personal Financial Advisors — Occupation Research Survey is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation...PersonalContract workFor contractorsWork experience placementRemote work10 hours per weekAuraOne
San Jose, CA13 days ago$50k - $100k
...retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community. Addresses questions... .... Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Cupertino, CA1 day ago- ...customer-focused associate in the Cupertino area to deliver personalized banking experiences. You will engage with customers, perform... ...channels, support transactions, and cultivate new community relationships while complying with legal and risk requirements. #J-18808-...Personal
$45k - $100k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...flexibility that you need to balance your personal and professional lives - the best of... ...development Key Responsibilities Build relationships to create new clients via face-to-face...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Saratoga, CA2 days ago$100k - $140k
...Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth... ...planning centric team dedicated to creating personalized wealth advice based on each of our... ...Advisors to maintain and enhance client relationships through active participation in the financial...PersonalWork at officeLocal areaRemote work2 days per weekLE0123 Focus Partners Wealth LLC
Palo Alto, CA2 days ago- ...positions. Individuals who are interested in finance but do not yet know where to begin... ...environment, and expand your personal knowledge of the financial industry. Learn... .... Build and maintain long‑term client relationships through excellent rapport, outstanding...Personal
$25 - $31 per hour
...Financial Aid Advisor As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students... ...with Private Loans Packaging VA benefits Regular, in-person attendance up to 5 days per week on campus/on site is an essential...Unitek College Of Nursing
San Jose, CA1 day ago- ...within 30 miles of San Jose, CA, will be considered for this position. We are seeking an eager, strategic, and decisive financial advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help...
Bighorn Law
San Jose, CA2 days ago $61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...providing a great client experience Build personalized, holistic financial plans tailored to... ...help them achieve their goals Grow relationships with clients to support them through...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Campbell, CA5 days ago$140k - $200k
...Senior Financial Advisor San Jose, CA Salary: $140,000... ...experience) to serve as a Lead Relationship Manager supporting new and... ...growth trajectory by providing personalized planning and wealth... ...understanding their goals and finances better Location: Must be...Local area1 day per weekPop-Up Talent
Santa Clara, CA2 days ago$120.56k
...matched by opportunity. As a Financial Advisor at New York Life Insurance, you'll be part... ...product offerings to build lasting relationships with clients. We believe in your potential... ...their financial needs are met with personalized solutions. Analyze clients' financial...New York Life Insurance - Silicon Valley
San Jose, CA2 days ago$118.5k
...eager, strategic, and decisive financial advisor to fill a position that offers room for... ...math skills, communication skills, and relationship skills to support strong customer service... ...Bachelor’s degree in business administration, finance, or similarly related field Basic...Start working todayWork at officeNew York Life Insurance Company - Greater San Jose General O...
San Jose, CAa month ago- ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ..., where you receive dedicated and personalized classes for your Securities Industry... ...acquiring, building and managing client relationships to considering a client’s complex financial...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
San Jose, CAmore than 2 months ago - ...opportunity at KeyPoint Credit Union in San Jose, CA and Santa Clara, CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program...Local area
KeyPoint Credit Union
San Jose, CAa month ago - ...Personal Banker The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The personal banker will continue to build foundational sales, service...PersonalWork at office
WaFd Bank
San Jose, CA3 days ago $49.5k - $82.5k
...an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...PersonalFull timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Sunnyvale, CA5 days ago- KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products. As an advisor with LPL, you will access technology...
$117.36k
...valuable skills such as marketing, customer relationship management (CRM) and communication, and... ...your work for years to come and grow personally and professionally alongside your... ...different areas, such as becoming a financial advisor with Eagle Strategies LLC, our...Full timeContract work- ...Interim Chief Financial Officer (CFO) Advisor About the Company Fast-growing Silicon Valley startup revolutionizing robotics and... ...seasoned financial expert, with a background as a CFO or senior finance executive in a tech startup or high-growth company....Part timeInterim roleRemote workFlexible hours
- ...based, non ‑ discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment...Work at office
- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...Personal
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...PersonalWork at officeLocal areaShift workDay shift
- Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align...
- Citigroup in San Jose, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. Responsibilities...Personal
- Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on building loyalty with individual clients and increasing sales through cross‑selling banking products...Personal
- PNC in Sunnyvale, CA seeks a Personal Banker to deliver a differentiated customer experience within the Retail Banking organization. You... ...wellbeing using PNC solutions. This in-office role emphasizes relationship-building, collaboration with ecosystem partners, and...PersonalWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Personal Finance Advisor. Be the first to apply!
Related searches
- education counselor Santa Clara, CA
- housing counselor Santa Clara, CA
- child care counselor Santa Clara, CA
- relationship consultant Santa Clara, CA
- summer camp counselor Santa Clara, CA
- day camp counselor Santa Clara, CA
- college counselor Santa Clara, CA
- rehabilitation counselor Santa Clara, CA
- counselor Santa Clara, CA
- personal caregiver Santa Clara, CA