Client Relationship Banker & Financial Solutions Advisor
Bank of America
Bank of America is seeking a proactive associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will connect clients with solutions to meet their financial goals while adhering to laws and internal guidelines. The role requires strong communication, willingness to learn, and the ability to work weekends or extended hours as needed, with opportunities for career development within the company. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Relationship Banker & Financial Solutions Advisor in Castro Valley, CA vacancy
- ...seeking candidates for a position where you will engage clients in the lobby, educate them on self-service... ...efficiently. The role emphasizes building strong client relationships and connecting clients to financial solutions that meet their needs. Successful candidates will...Financial
- ...of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals... ...as substitute). The role emphasizes relationship-building, compliance, and a strong...Financial
- Bank of America is seeking a proactive client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals, recommending products, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal...Financial
$150k - $200k
...manager, we build dynamic relationships with clients, understand their goals, and... ...Templeton Investment Solutions (FTIS) is a division of Franklin... ...offerings to the Retail Advisor Channel.Primary... ...presenting to and working with Financial AdvisorsAbility to communicate...FinancialFull timeWork experience placementLocal area$24.92 - $30.46 per hour
...Client Relationship Consultant Client Relationship Consultants build relationships with customers... ...and services, and recommending solutions based on each customer's unique goals... ...asking questions and learning about their financial needs, and banking channel preferences...FinancialTemporary work- Fremont Bank is seeking a Personal Banker to deliver world-class service and build relationships with both retail and business clients. The role includes outbound calling, prospecting, and expanding existing client relationships, with occasional cash-handling responsibilities...
- Hightower Advisors is seeking an experienced Wealth Advisor who excels at building relationships, delivering customized financial plans, and coordinating with referral partners. You will report... ...and manage a growing book of clients with a focus on long-term financial...Financial
- CAPTRUST is looking for a passionate Financial Advisor in San Ramon, California to help clients achieve their financial goals. Responsibilities include developing and managing client relationships, providing financial planning, and conducting regular portfolio reviews....Financial
- Bank of America Newark, CA is seeking a Financial Consultant to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage...Financial
$25 - $27.88 per hour
...of America is seeking a motivated individual to engage clients at their San Leandro Financial Center location. The role requires assisting customers... ...banking technologies and building strong client relationships to meet financial needs. Applicants must possess a high...FinancialHourly pay$70k - $80k
Bank of America is seeking a Financial Advisor in San Leandro, CA to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, recommending investment strategies, and building financial plans. Candidates...Financial- Bank of America is seeking a financial advisor based in Newark, California, responsible for advising clients on achieving their financial goals. Applicants must hold Series... ...Ideal candidates are strong communicators, relationship builders, and possess a dedication to...FinancialMonday to Friday
- ...States seeks a dedicated professional to deliver personalized banking guidance and borrowing solutions across client life stages. The role emphasizes expanding relationships with new and existing clients through meetings and tailored solutions. The position requires strong...FinancialDay shift
$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things...FinancialTemporary workMonday to FridayShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...comprehensive advice and customized solutions to clients to help them... ...Builds and nurtures strong relationships. Collaborates effectively with...FinancialTemporary workWork at officeMonday to FridayShift workDay shift- Sacbar is seeking a dedicated financial services professional to... ...specialized advice and guidance to clients across borrowing and banking... ...clients, present tailored solutions, and strive to help them... ...business and deepening existing relationships, using the bank’s full...Financial
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...operational risk, and client relationship care. This position... ...home lending product solutions, submits the mortgage... ...Credit Solutions Advisor II: FDIC, Safe Act/Loan...FinancialFull timeWork at officeFlexible hoursShift workWeekend workDay shift
$150k - $175k
...truly matters to our clients. With a 26-year history... ...strategies and comprehensive financial planning. About the... ...to add an experienced Advisor to our growing San... ...and nurture lasting relationships with clients by providing... ...to understand, are solution-oriented, and unequivocally...FinancialSummer work- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families... ...by offering advised solutions and Chase partner referrals that deepen client relationships. Job Responsibilities Champion...Financial
- ...Bank of America is seeking a client-focused Teller to engage clients in the lobby and educate them on self-service... ...efficiently process cash transactions while building relationships to understand clients’ financial needs. The role requires strong communication, a proactive...FinancialWeekend work
Bank of America
Alameda, CA15 hours ago $90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at... ...you passionate about helping clients achieve their financial... ...planning, investment management solutions, and risk management to... ...Responsibilities Develop Client Relationships: Identify, establish, and...FinancialTemporary workLocal areaFlexible hoursCAPTRUST
San Ramon, CA1 day ago$45.9k - $75.9k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...and small business solutions).Offers clients advice and guidance on available digital... ...generating appointments, and building new relationships within the community.Addresses...FinancialPart timeImmediate startDay shiftBmo
Hayward, CA2 days ago- A financial services company in San Leandro, California is looking for motivated Retirement Specialists. This role involves educating clients on retirement options and life insurance, maintaining strong relationships, and staying updated on industry regulations. Both part...FinancialFull timePart time
- ...guidance across borrowing and banking offerings. You will train at one financial center and may relocate within a reasonable commuting distance. You will grow client relationships, present tailored solutions, and balance sales with risk management and client care to drive...FinancialRelocation
- TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele... ..., delivering personalized investment solutions, and fostering strong client relationships. The ideal candidate will have at least...Financial
- Bank of America is seeking a respected Financial Center professional to provide specialized, personalized... ...and guidance across borrowing and banking solutions at every life stage. You will build and deepen client relationships by meeting with clients and presenting...Financial
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...tailored to their clients' needs. This exciting opportunity... ...approach to financial solutions for an assigned book of business... ...maintain strong working relationships with all assigned Branches...FinancialWork at officeLocal areaLPL Financial
Danville, CA15 hours ago- JPMorganChase is seeking a Private Client Advisor in California to provide financial planning and advice to clients, from beginners... .... You will build strong client relationships and offer personalized investment solutions while embodying the firm's commitment to...Financial
- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...priorities and connecting clients to solutions that meet the financial... ...operational excellence Builds relationships with clients to meet...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $27.88 per hour
...common purpose to help make financial lives better through the power... ...and deliver value to our clients, teammates, communities, and... ...operational excellence. Build relationships with clients to meet their... ...lives. Confident in identifying solutions for new and existing clients...FinancialHourly payShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Banker & Financial Solutions Advisor. Be the first to apply!
