Personal Banking Relationship Specialist
bmo
BMO in Pico Rivera, CA is seeking an enthusiastic Banking Representative to deliver exceptional service and identify customer needs. You will guide clients through everyday banking, lending, and investment options, while collaborating with branch teams to achieve sales and service goals. Ideal candidates have 2–3 years of financial services experience, strong communication, and a drive to provide personal, needs-based financial guidance across channels, including digital self-serve options. #J-18808-Ljbffr bmo
- ...our California financial center in Rosemead. You will be the first contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will handle self-service transactions, support outbound client outreach, and uphold regulatory...Personal
- ...U.S. Bank is seeking a Relationship Banker to build strong relationships with customers by meeting face to face and engaging them to address banking needs. You will educate clients on products, process transactions, and open accounts while partnering with the branch team...Suggested
- ...Partners Credit Union has provided banking services to Californians.... ...for a Consumer Lending Specialist/Member Advisor to join our team... ...to deepen member relationships by recommending relevant credit... ...products such as auto loans, personal loans, credit cards, lines of...PersonalHourly pay
$83.92k - $125.88k
...$125,880.00Category: Commercial and Business Sales, Banking & InternationalCompany: CitiThe Relationship Associate is a strategic professional who stays abreast... ...Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and...PersonalFull timeWork at officeLocal area$30 - $37 per hour
...Job Description TAC Senior Specialist – BAI File Reporting... ...serving all of our clients' banking needs. With over 90 years of... ...businesses by building long-standing relationships and delivering outstanding... ...efficiencies so you can personally feel things running smoother...PersonalHourly payTemporary workRemote workMonday to FridayFlexible hoursShift workWeekend work- Citi in Downey, CA invites applications for an entry-level Personal Banker SAFE Act. The role supports sales, service and relationship-building with consumer clients, and cross-sells banking products through a customer-centric approach. Responsibilities include assisting...Personal
$83.92k - $125.88k
...WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a... ....With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs... ...sound ethical judgment regarding personal behavior, conduct and business...PersonalFull timeWork at office- ...Whittier Blvd. Job Family Group: Retail Banking Sales & Service Delivers exceptional... ...generating appointments, and building new relationships within the community. Addresses... ...guidelines. Makes credit recommendations for personal lending transactions, including home financing...PersonalImmediate startDay shift
- First Bank in Los Angeles seeks a role balancing teller operations with relationship-building responsibilities. You will process transactions, balance cash, and support branch operations while engaging clients to identify financial needs and propose deposit and digital...
$21 - $23 per hour
...EverTrust Bank is hiring a full-time Universal Banker in Alhambra, CA. This role requires efficiency in customer service, transaction processing, and account management while ensuring regulatory compliance. The ideal candidate will have strong sales skills and a working...Hourly payFull timeWork at office$45k
...Job Family Group Retail Banking Sales & Service Address 9075 Whittier Blvd. Delivers... ...that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides... ...business banking solutions to refer to specialists. Passionate commitment to helping...PersonalDay shift- Farmers and Merchants Bank of Long Beach in Lakewood, CA is seeking a Banking Relationship Specialist. This role is the primary customer contact at the branch, delivering... ...relationships. You will consult with clients, open personal and business accounts, review activity,...Personal
- East West Bank is seeking a Relationship Banker to drive high-touch service and strong sales across personal and small business banking. You will manage, retain, and acquire client relationships while identifying long-term financial needs and offering tailored solutions...Personal
- U.S. Bank in Norwalk, CA is seeking a Relationship Banker 2 to build strong client relationships and deliver tailored financial solutions in a busy branch environment. You will greet clients, open and service accounts, and advise on deposit and loan products while ensuring...Personal
- California Bank & Trust is hiring a Branch Relationship Banker to join the Crenshaw, CA team. The role focuses on delivering comprehensive financial services... ...ability to analyze and address client needs with a personal touch. Compensation includes strong benefits and...PersonalRelocationMonday to Friday
- ...Senior Vice President, Relationship Manager, Commercial Banking About the Company Well-established full-service banking institution Industry... ...Banking & Mortgages Banking Finance Specialties personal banking business banking commercial lending...PersonalWork experience placement
$83.92k - $125.88k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ....With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs... ...sound ethical judgment regarding personal behavior, conduct and...PersonalFull timeWork at office$80k - $85k
...Nature and Scope The EHS Specialist is responsible for... ..., training and management of personal protective equipment throughout... ...Must have good interpersonal relationship skills, strong presentation skills... ...• We never request payment, bank information, or personal financial...PersonalWork at officeLocal areaShift work$70k - $75k
...information, visit AFC’s Core Values: Elevating Relationships . We connect deeply with our customers... ...For: We are seeking a Relationship Specialist who enjoys and is energized by building... ...) with company match Paid Vacation, Personal, and Sick Time Paid maternity and...PersonalTemporary workLocal areaImmediate start- ...passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to... ...and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business...PersonalTemporary workWork at officeLocal areaImmediate start
- ...Private Wealth Relationship Manager Los Angeles, California To proceed... ...of age. Acknowledge ( Bank of America employees are... ...life they envision through a personal relationship with their advisory... ...specialized support as a Specialist/Manager in any one of the teams...PersonalWork at officeWork from homeShift workDay shift
$22 - $27 per hour
...primarily opening new accounts, cross-selling bank products/services, referring customers to... ...' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain...PersonalFull timeFlexible hoursWeekend work$34.55 - $55.19 per hour
...CREDIT ASSOCIATE- Private Banking Commercial Real Estate WHAT IS THE OPPORTUNITY?... ...assigned a book of lower-complexity loans and relationships. The Credit Associate collaborates with... ...have foundational understanding of personal financial statements, real estate...PersonalHourly payPermanent employmentWork at officeRemote work$22 - $27 per hour
Universal Banker (Teller & Client Relationship Banker) #3541 About This Role In this role,... ...consumer deposit accounts, cross-selling bank products and services, generating... ...engagement, financial conversations, and personalized service. Conduct needs-based discussions...PersonalHourly payFor contractorsWork at officeRemote work- ...CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in... ...is one of the nation’s premier relationship-based business banks, providing banking... ...Managers.Operates computer terminal or personal computer to process account activity, determine...PersonalFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
- ...Business Relationship Manager Area Manager If you are a proven leader... ...an Area Manager in Business Banking, you'll lead a team of... ...accountable for understanding the personal financial goals and needs of... ...and connecting them with specialists who can help meet their financial...PersonalWork experience placementWork at officeLocal area
- East West Bank in Cerritos, CA is seeking an Associate Banker to deliver high‑touch banking. You will assist customers with everyday... ...for a seamless experience. You will build lasting client relationships, process deposits and transfers, and promote relevant products...
$23 - $29 per hour
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to... ...Market Excellence Awards. Branch Relationship Banker (Personal Banker) We are seeking a full-time Branch Relationship Banker...PersonalHourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- ...CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in... ...is one of the nation’s premier relationship-based business banks, providing banking... ...quality of the collateral, lien position, and personal guarantees from the business owners and/...PersonalFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting...PersonalImmediate startAfternoon shift
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