Relationship Banker
$22 - $23.5 per hourEast West Bank
Next Generation Relationship BankerBeing the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.As a Relationship Banker, you will play a key role in:managing, retaining, and acquiring long-lasting win-win relationships with our customersidentifying and understanding customers' long-term financial needs and offering tailored product and services solutionsleveraging the bank's latest technology products to meet our customers' expanding needsWe will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.Responsibilities include:Achieving quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer productsSource and develop loans including but not limited to HELOC, Residential Loan and Commercial LoanMLO position only: Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customersMaintain a thorough knowledge of the bank's deposit, loan and ancillary products and an understanding of the qualifications requiredAssist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange.Highly motivated self-starter with a strong work ethic and focus on results with clients' best interest in mindApplies strong critical thinking and problem-solving skills to meet clients' needsEngage and partner with team members and other lines of business to offer most appropriate products to customers based on customers' needCommunicates effectively and confidently while engaging with clientsAble to learn products, services, and technologies quickly and educate customers on conducting banking transactions online, via mobile app and self-service portalsExpert in using digital resources and technologies to optimize clients' digital banking experienceStrong desire and ability to influence, educate, and connect customers to technologyPerform other duties as assignedQualifications include:High school diploma or general education degree (GED) required; Bachelor's degree preferred2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferredStrong working knowledge of branch operationsConsultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering resultsProfessional and thorough, with strong follow-up skillsAble to adapt to new process and technologies quicklyStrong familiarity and fluency with branch technology, mobile and online banking platformsStrong problem-solving, decision-making, and customer-service skillsApplicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.Compensation: The base pay range for this position is USD $22.00/Hr. - USD $23.50/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
$45.9k - $75.9k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedPart timeLocal areaImmediate startDay shiftBMO U.S.
Irvine, CA5 days ago$25 - $26.77 per hour
...that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shiftNational Black MBA Association
Tustin, CA4 days ago- ...personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs,... ...and service accounts, educate on mobile and online tools, build relationships across the branch team, and ensure compliance with policies...Suggested
Fairygodboss
Irvine, CA2 days ago $23 - $25 per hour
...Relationship/Personal Banker/Member Service RepresentativeAt Orange County's Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions...SuggestedHourly payOrange County's Credit Union
Irvine, CA3 days ago$22 - $23.5 per hour
...to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...SuggestedUnavailable
Irvine, CA2 days ago$43k - $75k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Irvine, CA2 days ago- ...associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions. Role requires strong communication, reliability, and...Work at office
Bank of America
Costa Mesa, CA5 days ago $19 - $23 per hour
...customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g....Work experience placement$24 - $26.27 per hour
...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payFlexible hoursShift workWeekend workDay shift$19 - $23 per hour
Relationship Banker I Start your banking career with a team that invests in your success. We are seeking a customer-focused Relationship Banker I to provide exceptional service, process banking transactions, open new accounts, and help customers identify financial solutions...Hourly payWork at office$22 - $23.5 per hour
...Next Generation Relationship Banker Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...$20 - $25.77 per hour
...thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...Temporary workLocal area$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United Statestime type: Full timeposted on... ...experts to develop long-term solutions that strengthen client relationships with the firm.* Help clients achieve broad financial & investment...Full timeCitibank (Switzerland) AG
Costa Mesa, CA2 days ago$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding... ...frequently seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long‑...Full timeCitigroup Inc.
Costa Mesa, CA3 days ago- ...U.S. Bank in California is seeking a Relationship Banker to build trusted client relationships by meeting face to face, assessing banking needs, and guiding customers to deposit and loan products. You will open accounts, process service requests, educate clients on digital...
U.S. Bank
Stanton, CA1 day ago - ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Lake Forest, CA4 days ago - ...assist with self-service banking, including mobile and online options. You will accurately process cash transactions and build relationships that meet clients’ financial goals. You will connect customers to suitable solutions, uphold risk and regulatory standards, and...
Bank of America
Westminster, CA4 days ago $25 - $26.77 per hour
...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Santa Ana, CA4 days ago$35.05 - $42.83 per hour
...financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools...Temporary workWork experience placementLocal areaU.S. Bank
Orange, CA3 days ago- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
Fairygodboss
Aliso Viejo, CA2 days ago - ...service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial goals and connect clients to solutions, while maintaining risk and compliance standards. The role requires...Weekend work
National Black MBA Association
Santa Ana, CA5 days ago $160k - $250k
...client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management...Boutique Recruiting
Irvine, CA2 days ago$132.5k - $205k
...full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management... ...individual to fill the position of a full-time Private Banker at our Irvine, CA Location. The salary range for this...Full timeFlexible hoursSunflower Bank, N.A.
Irvine, CA4 days ago- ...TwinThread is seeking a Private Banker for its U.S. Private Bank division in Irvine, CA. The role focuses on maintaining client relationships, advising on wealth management, and achieving new client acquisition goals. Candidates should have over six years of experience...
Aumni
Irvine, CA4 days ago $22 - $26 per hour
...California Full time JR103089 About the Role: The Personal Banker is responsible for delivering exceptional client experience by... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Full timeLocal areaImmediate startColumbia Bank (WA, OR & ID)
Irvine, CA4 days ago- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
Wells Fargo
Irvine, CA3 days ago - 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...
TradeJobsWorkForce
Irvine, CA3 days ago $127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra- high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including banking, credit,...Remote workCity National Bank
Irvine, CA1 day ago$20 - $27.69 per hour
...Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ...Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate startWells Fargo
Irvine, CA3 days ago$22 - $26 per hour
...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Immediate startColumbia Bank (WA, OR & ID)
Irvine, CA3 days ago
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