Wealth Relationship Banker
Next Frontier Capital
JPMorgan Chase is seeking a Private Client Banker to serve as the main contact for a portfolio of affluent clients within the branch. You will manage their banking relationship with a proactive, education-focused approach to grow balances and referrals. You will work with Specialists to address complex financial needs and promote self-service options, while complying with all regulatory requirements. The role requires weekend/evening hours and a strong client-centric mindset. #J-18808-Ljbffr Next Frontier Capital
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Banker in Fremont, CA vacancy
$92.5k - $127.5k
...Wealth Management Private Banker The primary responsibility of a Wealth Management Private Banker is to deliver high-touch client experience... ...past 15 consecutive years. Our foundation is built on relationships with our clients, our associates, and our communities....SuggestedLocal areaFlexible hours- Fremont Bank in Fremont, CA is seeking a Personal Banker who delivers world-class service, grows client relationships, and promotes retail and business products. You will develop internal partner relationships to maximize relationships and achieve sales standards through...Suggested
- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experience, conduct comprehensive needs assessments, and provide personalized financial advice. You will manage a portfolio, coordinate with partners, and promote tailored banking,...Suggested
- ...invites applications for a Private Client Advisor within Chase Wealth Management. You will provide comprehensive financial planning... ...and delivering tailored investment solutions with a focus on relationship management rather than portfolio specifics. The role requires...Suggested
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Suggested- ...Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction. The ideal candidate will...
$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 shiftBMO Financial Group
Fremont, CA3 days ago- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
Technology Credit Union
Fremont, CA5 days ago - ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- California Bank & Trust in Fremont, CA is seeking a Branch Relationship Banker to deliver full‑service banking and build lasting client relationships. The role emphasizes sales, service, and referrals, with duties including new accounts, consumer loans, and handling client...
- Fremont Bank is hiring a Personal Banker in Fremont, CA to deliver world-class service, build client relationships, and refer retail and business products. You’ll support outbound prospecting and maintain accounts while handling cash as needed. You will meet sales and...
- Fremont Bank is seeking a Sr. Relationship Banker in Fremont, CA. This role focuses on delivering exceptional service and expanding client relationships through effective sales techniques. You will be responsible for handling cash transactions, resolving client issues,...
- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experiences for high-net-worth individuals and businesses... ...has at least 5 years in branch private banking, strong relationship-building skills, and relevant securities licenses. #J-1...
$22 - $25 per hour
Relationship Banker II (Administrative) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe...Full timeFlexible hoursWeekend work- The Personal Banker at Fremont Bank delivers world-class service at every client interaction, recommending retail products and developing relationships to maximize growth. You will meet sales and referral objectives through outbound calling, prospecting, and collaborating...
- ...more than a new logo on your business card. Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed... ...business-planning needs Manage and deepen existing client relationships Develop new business through referrals, professional...Full time
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Pleasanton, CAa month ago $35.64k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...Full timeFlexible hours- Cathay Bank, located in Union City, CA, is seeking a Relationship Banker II (Administrative) to open new accounts, cross-sell products, and assist customers with service needs. The role includes processing teller transactions and supporting branch operations while following...Weekend work
- Fremont Bank seeks a Personal/Relationship Banker to deliver world-class service and expand client relationships in a branch setting. You will promote retail and business products, handle cash occasionally, and work toward sales and referral targets while maintaining accurate...
- ...the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, identifying their financial needs... ..., aiming to equip you with the skills necessary to succeed in wealth management. The role offers competitive compensation and...
- Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization. This opportunity rewards advisors who value comprehensive...
- Citi is looking for an entry-level Universal Banker in Union City, California, who will assist in various banking activities while fostering customer relationships. The ideal candidate should have relevant experience in customer service and a high school diploma. The role...
- TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities...
- ...regulations. The ideal candidate must hold relevant Series licenses and have experience in the financial services industry. Strong communication skills and the ability to foster client relationships are essential. Open availability is required. #J-18808-Ljbffr Bank of America
- Fremont Bank is seeking a Universal Banker to deliver exceptional service while promoting retail consumer and business products. The... ...role involves cash handling, sales outreach, and maintaining relationships with clients. Established in 1964, Fremont Bank values inclusion...
- JPMorgan Chase & Co. in Fremont, California seeks a Private Client Banker. This role focuses on managing affluent client relationships, providing tailored financial advice to help clients maximize their resources. You'll be the primary contact and will collaborate with...
$22.27 - $33.43 per hour
...RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing...Hourly payRemote workCity National Bank
Pleasanton, CA1 day ago- ...Relationship Banker Milpitas, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Milpitas, CA2 days ago $26.44 - $35.1 per hour
...Position Summary The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Relationship Banker will recommend or refer retail consumer and business products and services to prospective and existing...Work at officeLocal areaFlexible hoursNight shiftFremont Bank
Fremont, CA5 days ago- ...Citi is looking for an entry level Universal Banker in Fremont, California. This role involves assisting in sales and service activities, fostering customer relations, and contributing to sales growth. Responsibilities include account opening, service delivery, and compliance...
Citi
Fremont, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Relationship Banker. Be the first to apply!
