Client Relationship Advisor - Banking
$22 - $23.5 per hourEast West Bank
East West Bank is seeking a Relationship Banker in Westminster, California. You will manage customer relationships, achieve sales goals, and develop loans. The ideal candidate has customer service experience and a strong understanding of banking operations. Ongoing training is provided to enhance career growth. The pay range for this position is $22.00 to $23.50 per hour depending on experience and skills. Applicants must be legally authorized to work in the United States without visa sponsorship. #J-18808-Ljbffr East West Bank
$41.71k - $50.5k
...seeking candidates for a position that focuses on customer engagement and banking services in Westminster, California. The role involves collaborating with partners to enhance customer relationships, providing advice on digital banking options, and meeting customer...Suggested- Join Fifth Third in Newport Beach as a Preferred Relationship Manager, focusing on acquiring and serving affluent customers. This full-time... ...to provide tailored financial solutions. As a trusted advisor, you will build strong relationships and achieve sales goals through...SuggestedFull time
- ...is seeking a motivated individual for a client engagement role in California. Responsibilities include educating clients on banking transactions and assisting them with self... ...strong work ethic, and the ability to build relationships with clients. A high school diploma is...SuggestedFull time
$41.71k - $50.5k
...service with bilingual abilities preferred. Responsibilities include collaborating with partners to enhance customer relationships, guiding clients in banking options, and supporting operational tasks. Candidates should possess 1-2 years of relevant experience, strong...Suggested$41.71k - $50.5k
...customers in Stanton, California. Responsibilities include delivering exceptional service, collaborating with partners, and providing banking advice. Ideal candidates should be bilingual (Spanish and English or Vietnamese and English) and have 1-2 years of relevant...SuggestedPart time- ...Fortune 500 companies in the financial, banking, insurance and billing industries across... ...for an Account Representative to join our Client Services team in Santa Ana, CA. The... ...the Client Services team. Build strong relationships and manage your client accounts with custom...Remote work
$27 - $28 per hour
...Fortune 500 companies in the financial, banking, insurance and billing industries across... ...for an Account Representative to join our Client Services team in Santa Ana, CA. The... ...the Client Services team. Build strong relationships and manage your client accounts with custom...Hourly payRemote work- Overview Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts... ...a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their...Flexible hours
$68.64k
...P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA... ...Business Unit: Consumer & Community Banking Posting Date: 05/06/2025, 06:28 am Locations... ...care of our employees, building relationships, and delivering extraordinary customer...Full time- First Bank is seeking a Banking Specialist III with a focus on sales in Westminster, California. This position involves expanding client relationships, driving profitability, and ensuring excellent client service through accurate account opening and support. The ideal...
$23.75 - $29 per hour
..., you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You... .... Offer advice on digital and self-serve banking options to simplify and expedite transactions...Hourly payFor contractorsWork at officeRemote workFlexible hours- First Bank is hiring a Banking Specialist III in Huntington Beach, CA. This role focuses on expanding client relationships through effective communication, achieving sales goals, and offering excellent service. Candidates should have a high school diploma, banking experience...
- A leading financial services firm is seeking a Private Client Relationship Manager located in Newport Beach, CA. The role requires building relationships across banking, lending, and investments to provide an exceptional client experience. Ideal candidates will have over...Full time
$20 - $21.5 per hour
...Associate Banker in Cerritos, California to deliver outstanding customer service and assist with various banking transactions. You will play an essential role in helping clients navigate their financial needs while introducing them to the bank's innovative technology products...Hourly pay- ...and strong interpersonal skills. Bonuses include competitive salary, performance-based incentives, and various health and insurance benefits. Join us to deliver a significant impact on customer relationships in a collaborative team environment. #J-18808-Ljbffr BMO U.S.
- ...Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently...Base plus commissionFull timeWork experience placementLocal area
$19.64 - $24.55 per hour
...handling, and customer service (financial industry experience preferred). Knowledge: Familiarity with consumer loan products and banking services. Skills: Strong communication, advisory, and problem-solving skills. Proficient with computer systems, including...Hourly payLocal area- Wescom Central Credit Union in Costa Mesa seeks a Member Service Representative to provide consultative services for credit union members. This includes assisting with memberships, processing transactions, and promoting various credit union products and services. The role...
$23.13 - $28.27 per hour
Enterprise Financial Services Corp. is seeking a Financial Service Representative to join their team in Anaheim, California. The role requires strong customer service skills, as the representative will serve as the first point of contact, handling account origination, teller...Hourly pay- ...services firm in California seeks a Financial Advisor to offer personalized investment solutions and build strong client relationships. The ideal candidate will have at least 2... ...culture of diversity and integrity within the bank. Competitive compensation and benefits are...
- ...seeking a customer-focused individual for a client engagement role. Responsibilities... ...assisting clients with transactions, building relationships, and managing financial center... ...time hours and requires some flexibility in scheduling. #J-18808-Ljbffr Bank of AmericaFull time
- A community bank in Newport Beach is seeking a Banking Relationship Specialist responsible for providing top-notch customer service while executing teller transactions. This role includes assisting clients with account setups and addressing account issues, all while promoting...
- ...calls from customers Broker licensing – Review, Pending, and Processing Quality control of broker profiles at group inception Banking website research, check voiding, and re-issue requests Set up and maintenance of all direct deposit information Submitting...Work at officeRemote work
$75k - $100k
...Margin on assigned accounts About Our Client Our client is a premier nationwide signage... ...high-impact branding solutions for the banking industry and national fast-food chains,... ...Responsibilities Account Farming: Nurture and expand relationships with existing national accounts to...Full timeWork at officeLocal areaMonday to Friday- ...Member Experience: Develops member relationships by providing high-quality sales and service... ...all electronic services such as online banking, mobile banking, mobile deposits, direct... ...and new member relationships – expanded client base thru business development, on-sites...Work at office
- ...have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...needs. As a Private Client Advisor in Chase Wealth Management, you... ...’ success and the goals of the bank, while fostering a culture of diversity...
$23.13 - $28.27 per hour
...Financial Services Representative serves as the bank’s front‑line customer service associate... ...accounts for commercial and consumer clients; provide product and service... ...resolution; develop and maintain long‑term relationships. Actively participate in training programs...Hourly payWork at officeLocal area$18 - $22 per hour
...superior customer service when interacting with the customers of the Bank while processing customer transactions, which include but not... ...vision and the ability to adjust focus. Occasional off site client meetings and site visits. Compensation The base pay range...Work at officeNight shift- ...Service Representative to deliver exceptional service. This role involves guiding customers through banking options and collaborating with partners to enhance client relationships. The ideal candidate has experience in customer service or sales, a commitment to providing...
$70k - $80k
...driving long-term success and value for our clients. You will own Customer Success... ...customer success, financial sales/services, relationship management, or client service environment... ...Green Street empowers investors, lenders, banks, and industry stakeholders across the U....Full timeWork experience placementWork at officeVisa sponsorshipWork visa
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