Relationship Banker - Personal Finance & Lending Expert
BMO Financial Corporation
A leading financial services provider in Los Angeles is seeking a Retail Banking Sales & Service Representative. The role focuses on delivering exceptional service and personalized financial solutions to customers. Candidates should have relevant experience and a strong commitment to client satisfaction. Responsibilities include engaging customers, handling transactions, and ensuring compliance with lending regulations. The position offers competitive compensation and career development opportunities. #J-18808-Ljbffr BMO Financial Group
$41.71k - $69k
A financial services organization based in Pico Rivera seeks a Customer Engagement Specialist to enhance customer relationships and provide tailored financial solutions. Responsibilities include conducting needs assessments, making credit recommendations, and maintaining...Personal- ...financial solutions, and engaging with the community to build relationships. The ideal candidate has 2-3 years of experience in a... ...strong interpersonal skills, and a commitment to delivering personalized service. This position offers a competitive salary and opportunities...Personal
$41.71k - $69k
...everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community. * Addresses... ...* Makes credit recommendations for personal lending transactions, including...PersonalContract workPart timeLocal areaImmediate startDay shift$50.1k - $82.8k
...everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community. * Addresses... ...* Makes credit recommendations for personal lending transactions, including...PersonalContract workPart timeLocal areaImmediate startDay shift$58.19k - $81.21k
Citi is looking for an entry-level Personal Banker SAFE Act in Glendale, California. The role involves assisting in sales activities, building... ...include handling credit requests, fostering business relationships, and guiding branch staff on products. Candidates should have...Personal- ...helping customers, building relationships, and delivering... ...branch customers. From a personal standpoint, you will... ...opportunities. As a Relationship Banker in Branch Banking, you... ...connect customers to experts who can help them with... ...Dodd Frank/Truth in Lending Act This position is...PersonalImmediate startAfternoon shift
- A Member Relationship Banker, is the liaison between consumers or businesses... ...offering advice on everything from personal and business accounts to... ...them to the appropriate experts as needed. Proactively provide... ...loan application and full lending process with the member to meet...Personal
- Job Description As a Relationship Banker in a Chase Branch, you... ...meet with them, in person and over the phone, to... ...them to our team of experts to help with specialized... ...Dodd‑Frank/Truth in Lending Act This position is... ...cards, mortgages, auto financing, investment advice,...PersonalImmediate startAfternoon shift
$41.71k - $69k
...everyday banking, retail investments, lending solutions, home financing, small business solutions). Offer... ...appointments and build new relationships within the community to grow BMO’s... .... Make credit recommendations for personal lending transactions, including home...PersonalLocal areaImmediate startWorldwideDay shift- ...role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National... ...across Wealth, Home Lending, and Business Banking to deliver... ...clear expectations, and taking personal ownership to convert... ...as consumer and commercial finance, through our four reportable...PersonalFull timeTemporary workWork experience placementImmediate start
$20.21 - $25 per hour
Columbia Bank is looking for a dedicated client service representative in Los Angeles. The role involves providing excellent client service, engaging in financial reviews, and originating consumer and business loans. Candidates must have a High School Diploma or GED and...Hourly pay- Bank of Montreal in Los Angeles is seeking a Retail Banking Sales & Service Associate to deliver exceptional service to customers. You will identify customer needs and provide advice on appropriate financial solutions while working collaboratively with BMO partners. The...
$22 - $27 per hour
...financial goals are met./liliProvide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention./liliPerform... ...degree in business, accounting or finance preferred, but not required/lili1-2 years of...PersonalFull timeFlexible hoursWeekend work- ...Demonstrated proficiency in consumer lending. Ability to accurately handle cash, balance... .... Proficient in expanding the client relationship with emphasis on creating new... ...expanding existing relationships utilizing a personal and business bio and rapport with customers...PersonalImmediate start
$250k
...Personal Banker Safe Act, West Los Angeles Area, Officer The Personal Banker Safe Act is... ...less than $250K, recognize/refer larger lending opportunities and cross sell treasury... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships...Personal$43.68k - $69.9k
Fifth Third Bank, N.A. in Los Angeles, California is seeking a Personal Banker I to provide exceptional customer service by cultivating relationships with both existing and prospective clients. This role includes processing teller transactions and enhancing customer satisfaction...Personal- JPMorganChase is hiring a Relationship Banker in San Marino, California, who will represent the brand with exceptional service and innovative... ...with various licensing requirements. Join a leading team in personal and community banking with a focus on customer satisfaction....Personal
$44.3k - $73k
A leading financial institution in Santa Monica is seeking a Personal Banker II to cultivate and maintain customer relationships while providing tailored solutions. The ideal candidate will have a high school diploma or GED, experience in customer service and sales, and...Personal$24 - $28 per hour
Premier America Credit Union is seeking a Personal Banker III in Los Angeles. The role requires establishing and developing financial relationships, providing excellent member service, and the ability to meet sales goals. Preferred candidates will have a high school degree...PersonalHourly pay$24 - $28 per hour
Description Overview We are seeking a dynamic Personal Banker III, who is an experienced advisor in... ..., developing and retaining relationships with members to help meet their financial... ...and/or exceeding established goals. Lending experience. Strong “People” skills, comfortable...PersonalHourly payWork experience placementFlexible hours$20.21 - $25 per hour
...Demonstrated proficiency in consumer lending. Ability to accurately... ...in expanding the client relationship with emphasis on creating new... ...existing relationships utilizing a personal and business bio and rapport... ...with our tailored premier banker programs. Career Growth: Clear...PersonalImmediate start- ...understood. We build lasting relationships by doing the right thing, creating personalized experiences, exceeding... ...Senior Private Client Banker in a J.P. Morgan or... ...Financial Planners, Home Lending Advisors, and Business... ..., to link clients with experts who can address their...PersonalImmediate startAfternoon shift
$22.33 per hour
...you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a... ...think proactively about building relationships, delivering solutions, and representing... ..., including familiarity with lending, previous work in retail,...PersonalWork at office$69.46k - $85.8k
...client requests, and provide expert advice and guidance for products... ..., loans, commercial, and personal accounts. You will collaborate... ...resources such as the Preferred Banker support system to drive... ...service. Foster good working relationships with leadership across the bank...Personal$19 - $23 per hour
...financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open... ...College degree in business, accounting or finance preferred or related work experience. 6-12...PersonalWork experience placement- ...lookout for a meticulous Credit Analyst passionate about SME lending. This exciting role involves assessing loan applications, conducting... ..., a strong financial acumen, and the ability to build lasting relationships with clients. Join a dynamic team where your expertise can...
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...than $250K, recognize/refer larger lending opportunities and cross sell treasury... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships...Personal$23 - $35 per hour
...branch. You will build and expand banking relationships through proactive customer outreach and... ...organizational commitment to diverse lending. Engage with customers, prospects and... ...reputational, regulatory and legal aspects of personal interactions, customer transactions and...PersonalHourly payWork at officeImmediate start- ...services. The ideal candidate will have a High School Diploma or GED with a year of relevant experience, and proficiency in consumer lending. We offer competitive pay, professional development opportunities, and a comprehensive benefits package, including health insurance...Personal
- ...building lasting relationships, doing the right... ...a Private Client Banker in Branch Banking... ...connect customers to experts who can help... ...Dodd Frank/Truth in Lending Act* * High... ...services, including personal banking, credit cards... ...mortgages, auto financing, investment...PersonalFull timeImmediate startAfternoon shift
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