Relationship Banker & Lending Advisor
Bank of Montreal
Bank of Montreal in Sunnyvale, CA, seeks a customer‑centric banking professional to deliver exceptional service to clients and prospects. You will identify needs, propose tailored financial solutions, and work with branch partners to deliver a superior customer experience while maintaining compliance with lending policies. The role emphasizes proactive outreach, needs assessments, and collaboration across channels to grow loyalty and drive opportunities in everyday banking, lending, and small #J-18808-Ljbffr Bank of Montreal
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker & Lending Advisor in Sunnyvale, CA vacancy
- ...is seeking a high-potential Private Banker to join the Private Banking Group in guiding Financial Advisors and clients on cash management and lending solutions. You will profile client... ...lending product knowledge, strong relationship-building skills and a proven track...Suggested
$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.56 - $37.36 per hour
...Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client interaction... ...accurately communicate consumer and business deposit and lending products. Recommend and submit small business lending...SuggestedWork at officeLocal areaFlexible hoursNight shiftFremont Bank
Mountain View, CA1 day ago$50.1k - $82.8k
...and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues...SuggestedPart timeLocal areaImmediate startDay shiftBank of Montreal
Sunnyvale, CA2 days ago$165k - $175k
...Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various...SuggestedLocal areaFlexible hoursCerity Partners
Los Altos, CA5 days ago- ...Corebridge Financial, Inc. is looking for passionate Financial Advisors in Santa Clara County to provide personalized financial planning to clients. The role allows for flexibility in scheduling and comes with a competitive benefits package, including health insurance...
Corebridge Financial, Inc.
Santa Clara, CA1 day ago - ...KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products. As an advisor with LPL, you will access technology...
KeyPoint CU
Santa Clara, CA1 hour ago $140k - $200k
...Senior Financial Advisor San Jose, CA Salary: $140,000 - $200,000 per year Hybrid - Meets once a week on Mondays... ...Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing client relationships....Local area1 day per weekPop-Up Talent
Santa Clara, CA5 days ago- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending...Immediate startAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ...diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending...Immediate startAfternoon shift
$30 - $45 per hour
About the job Personal Financial Advisor Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour We are seeking a... ...for retirement and managing debt Build and maintain long‑term relationships with clients to ensure their financial goals are met Stay informed...Hourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift- JPMorganChase is seeking a Relationship Banker to join a Chase Branch, where you will cultivate meaningful client relationships and deliver... ...solutions using modern digital tools. You will act as a trusted advisor, helping clients address their financial needs while...
$19 - $23 per hour
...customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication... ...business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively...Full timeWork experience placementFlexible hours- ...and valued by building lasting relationships, doing the right thing,... ...needs. As a Private Client Banker in Branch Banking, you are the... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED...Immediate startAfternoon shift
- The Hispanic Alliance for Career Enhancement is seeking a skilled professional for a retail banking role in Saratoga, California. This position involves delivering exceptional service by engaging with customers to understand their needs and providing tailored financial ...
- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+ years...
- Bank of America in Cupertino, CA is seeking a Financial Advisor to deliver comprehensive wealth planning and advisory services. You... ...referrals to internal partners. The role demands strong client relationship skills, sales acumen, and compliance with SAFE Act requirements...
- ...opportunity at KeyPoint Credit Union in San Jose, CA and Santa Clara, CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at...Local area
$135k - $250k
Position Title Senior Financial Advisor Salary Range $135,000 - $250,000 / Year DOE Overview This is an opportunity to join a growing, employee‑owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help successful...$135k - $250k
Boutique Recruiting is seeking a Senior Financial Advisor in Mountain View, California. In this role, you will guide clients through important financial decisions and build long-term relationships. The ideal candidate possesses a strong technical background combined with...$106k - $150k
...financial futures. From banking and lending to investments, insurance,... ...for acquiring and growing relationships with emerging High Net Worth... ...identified, Affluent Wealth Advisors work with a team of Wealth... ...closely with Commercial Bankers and Wealth Consultants to provide...Temporary workLocal area$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower... ...financial strategies Provide long-term client service and relationship management The Lead Generation System That Works Scheduled Presentations...Full timePart timeWork at office- First Citizens Wealth, a division of First Citizens Bank, seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients and prospects in the California market. The role focuses on personalized guidance, ongoing relationship management, and...
$70k - $80k
Bank of America is hiring a Financial Advisor in Santa Clara, California. This role involves providing customized financial advice and planning services, helping clients meet their financial goals through recommendations on banking and investment strategies. The ideal candidate...$50.1k - $82.8k
...and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues...Contract workPart timeLocal areaImmediate startDay shiftBMO U.S.
San Jose, CA2 days ago- ...Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role...Weekend work
Cathay Bank in
Cupertino, CA1 day ago $25 - $27.88 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Hourly payWork at officeShift workWeekend workDay shiftBank of America
Campbell, CA18 hours ago- ...'s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments...Work at officeShift workWeekend workDay shift
Bank of America
San Jose, CA3 days ago - ...Relationship BankerThe Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including... ...(Tech CU) including but not limited to mortgage, auto lending, and market development. The incumbent performs all duties...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
Technology Credit Union
San Jose, CA4 days ago - ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products...
Fremont Bank
Mountain View, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Lending Advisor. Be the first to apply!
