Financial Wellness Banking Advisor
Dormont Manufacturing Co
Dormont Manufacturing Co is looking for a Personal Banker to be based in Cypress, California. The role involves acquiring and deepening customer relationships, driving sales, and providing exceptional customer service. Candidates should have experience in banking and a strong focus on customer needs. The position offers a comprehensive range of benefits, including medical coverage, 401(k) matching, paid leave, and support for educational assistance. Join a culture that fosters inclusion and collaboration. #J-18808-Ljbffr Dormont Manufacturing Co
$65k - $70k
...Written/Verbal Communication Skills Extensive Experience in Financial Reporting and Analysis (High Volume) Proficient in Reconciliations... ...including journal entries and reconciliations. Supervise Banking Transactions using EDS for efficiency and accuracy. Conduct...Financial$23 - $27 per hour
...and procedures Assist with month-end closing activities and financial reporting. Maintain accurate records and documentation for all... ...Proven experience in accounts payable preferably in banking/financial services. Strong understanding of accounting principles...FinancialFull timeTemporary workLocal areaImmediate startMonday to Friday$20 - $21.5 per hour
East West Bank is seeking an Associate Banker in California to deliver a high quality banking experience. You will help customers with day-to-day financial needs, recommend products, and connect them to experts in various financial specialties. The ideal candidate should...FinancialHourly pay- Columbia Bank is seeking a Relationship Banker in Cypress, California, to build long-term client relationships by providing meaningful financial advice and solutions. You will engage clients through financial reviews, offer new deposit accounts, and originate consumer loans...Financial
$20 - $21.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses...FinancialWeekend work- Bank of America in Buena Park is seeking candidates for positions providing comprehensive financial advice and customized solutions. Key responsibilities include building financial plans with clients and recommending banking and investment strategies. Ideal candidates are...Financial
- Columbia Banking System in Cypress, CA is seeking Tellers to serve as the first point of contact for clients. The primary responsibilities... ...transactions, enhancing client relationships, and discussing financial needs to offer appropriate products. The ideal candidate has a...Financial
$19.5 - $21.64 per hour
...including processing transactions, opening accounts, and offering tailored financial solutions. By serving as a trusted resource for customers, the Universal Banker contributes to a positive banking experience and branch success. Customer Service & Sales: Provide...FinancialHourly payFull timeLocal areaNight shift- ...Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name—they’ve earned the top spot... ...now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package,...FinancialFull timePart timeImmediate startShift workDay shift
- ...customer service representative in Stanton, California. In this role, you'll engage with clients to assess their banking needs and provide tailored financial solutions. Ideal candidates should have 2-3 years of experience, be bilingual in Spanish and/or Vietnamese, and...Financial
- A leading financial institution is looking for an entry-level Universal Banker in Cerritos, California. The successful candidate will assist... ...school diploma and 1-3 years of relevant experience in retail banking are required. The role is part-time, with a competitive hourly...FinancialHourly payPart time
- ...Accountant Reporting to the Assistant Controller, the Senior Accountant plays a key role in maintaining accurate financial records and supporting the Bank's accounting operations, regulatory reporting, and internal control processes. This position ensures the integrity...FinancialContract workWork at officeImmediate start
- ...customers with account services while fostering relationships to build loyalty and increase sales. Responsibilities include executing financial transactions, resolving service issues, and adhering to regulatory controls. The role requires 1-3 years of relevant experience...Financial
- Job Overview Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities... ...products including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment...FinancialTemporary workMonday to Friday
- .... This entry-level position is key in assisting customers with financial services and fostering relationships to build loyalty. Responsibilities... ..., and a high school diploma. The role emphasizes a customer-oriented approach in a retail banking environment. #J-18808-Ljbffr CitiFinancial
$71k - $130k
East West Bank is seeking a Business Relationship Manager in Cerritos, California. This role involves driving growth by deepening customer... ...relationships and generating new business through various financial products. The ideal candidate has over 5 years' experience in...Financial$41.71k - $50.5k
...051 Beach Blvd. Job Family Group: Retail Banking Sales & Service Bilingual in Spanish and... ...and provides advice and guidance regarding financial solutions that are in the best interests... ...based incentives, discretionary bonuses, as well as other perks and rewards. BMO also...FinancialPart timeLocal areaDay shift- A leading financial services company in Cerritos, California seeks an experienced SVP, Relationship Manager to drive the growth of commercial deposit and loan accounts. The ideal candidate will excel in building client relationships, performing credit assessments, and mentoring...Financial
$185k
...CA. CooperDouglas is partnering with a well-established multi‑unit industrial service... ...in hiring a Director of Finance to lead financial reporting, planning, and analysis in a fast... ...annual financial packages for leadership, banking partners, and external stakeholders....Financial$41.71k - $69k
...and provides advice and guidance regarding financial solutions that are in the best interests... ...financial solutions and preferred banking channels while recommending tailored solutions... ...evaluation will be required for this position as well as restrictions on performing in a real...FinancialLocal areaImmediate startDay shift$75k - $90k
...- $90,000.00/yr Human Resources Generalist at Royal Business Bank JOB SUMMARY Under supervision, assist in all aspects of accounting... .... Prepare accounting schedules to support the consolidated financial statements and notes to consolidated financial statements for SEC...FinancialFull timeVisa sponsorship- ...opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners... .... Leverages ecosystem partnerships as well as community Centers of Influence to... ...position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX)...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
$70k - $80k
...FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...teammates' physical, emotional, and financial wellness through affordable, competitive and flexible...FinancialTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$129.58k - $240.66k
...Responsibilities Complies with all applicable state and federal banking laws, regulations, and internal policies related but not... ...regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies...FinancialFull timeContract workWork at officeLocal area- ...guide them through the application process. Analyze client financial information, including credit reports and income statements, to... ...trends, changes in regulations, and best practices in mortgage banking. Skills : Strong customer service skills with a focus on...FinancialMonday to FridayShift work
$68.64k
...Management - Private Client Advisor - Long Beach, Buena Park, Cerritos... ...Unit: Consumer & Community Banking Posting Date: 05/06/2025, 06... ...solutions to meet their financial needs. As a Private Client Advisor... ...coverage, on‑site health and wellness centers, a retirement savings...FinancialFull time$250k
...of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate strong leadership in private banking and the ability to build enduring client relationships. Competitive...Financial$16.5 - $17.05 per hour
...with another manager present at all times. Properly discloses financial information to customers and processes all paperwork in accordance... ...with State and Federal regulations. Establishes and manages banking and lender relationships that result in competitive interest rates...FinancialHourly pay$250k
...business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...connections to the Citi Private Bank. Effectively manage client... ..., and disability insurance; and wellness programs. Citi also offers paid time...Financial$28.42 - $35.52 per hour
...proficient in investor programs and pricing as well as all portfolio programs and pricing by... ..., plus additional training in the financial field. Additional: Minimum of 3-5 years... ...lending or a related field such as mortgage banking or real estate sales/brokerage or...FinancialWork at office
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