Relationship Banker: Client Advocate & Solutions Specialist
Bank of America
Bank of America in Dana Point, CA is seeking a front-line client service professional to engage customers in the lobby and help with self-service banking. You will accurately process cash transactions and guide clients toward solutions that fit their financial goals. The role emphasizes strong communication, relationship building, and willingness to work weekends or extended hours when needed. Bilingual Spanish is highly preferred. #J-18808-Ljbffr Bank of America
- ...America in California is seeking a frontline Client Advisor to engage clients in the lobby, educate... ...cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions that support their financial goals. The role requires...SuggestedWeekend work
- Bank of America is seeking a Client Services Specialist to engage clients in the lobby, educate them... ...and connect clients with suitable solutions. You will support operational excellence... ...compliance while building client relationships across the center. Ideal candidates...SuggestedWeekend work
- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...SuggestedWork at office
- Bank of America is seeking a client-focused banking professional to engage lobby clients and educate them on self... ...You will process cash transactions accurately, build relationships, and connect clients to solutions that support their financial goals. The role requires...SuggestedWeekend workDay shift
- ...of America is hiring for a Customer Service/Universal Banker role focused on engaging clients in the lobby and guiding transactions through self-service... ..., and connect customers with appropriate financial solutions. Strong communication, cash handling experience, and bilingual...SuggestedWeekend work
- Bank of America is seeking a client-focused specialist to engage clients in the lobby and educate them on self-service... ...financial goals to connect them with suitable solutions. In this role you will build client relationships, follow procedures, and stay compliant with laws...
- Bank of America is seeking a frontline Banker to engage clients in the lobby, educate and assist with... ...goals, connect them to suitable solutions, and support a smooth client experience... ...role requires strong communication, relationship-building, and adherence to laws and internal...
$41.71k - $69k
...needs assessments that identify financial solutions and preferred banking channels while... ...and small business solutions). Offers clients advice and guidance on available digital... ...generating appointments, and building new relationships within the community. Addresses...Part timeLocal areaImmediate startDay shift- ...Customer Advocate I Are you motivated to participate in a dynamic, multi-tasking environment? Do you want to join a company that invests... ...NeoGenomics is looking for a Customer Advocate I within the Client Services department in our Aliso Viejo, CA location who wants...Monday to FridayShift workWeekend workAfternoon shift
$25 - $27.88 per hour
...America, this position focuses on engaging clients in the lobby, educating them on self‑... ...for operational excellence. Build relationships with clients to meet their financial needs... ...financial lives. Confident in identifying solutions for new and existing clients based on...Hourly payBank staffShift workWeekend workDay shift$25 - $27.88 per hour
...This position is responsible for engaging clients in the lobby to educate and assist with... ...priorities and connecting clients to solutions that match their financial goals. Job... ...strives for operational excellence Builds relationships with clients to meet financial needs...Hourly payShift workWeekend workDay shift- NeoGenomics Laboratories in Aliso Viejo, CA is seeking a Customer Advocate I to support clients in the Client Services department. You will be the point of contact for regional sales reps and provide excellent service to internal and external customers, handling inquiries...
- ...in Mission Viejo is seeking a motivated individual to engage clients in the lobby and assist them with self-service transactions such... ...include processing cash transactions and fostering client relationships to meet their financial needs. The ideal candidate should possess...
$25 - $26.77 per hour
...Responsible Growth and delivering for our clients, teammates, communities and... ...life priorities and connecting clients to solutions that meet the financial goals.Responsibilities... ...for operational excellenceBuilds relationships with clients to meet financial needsFollows...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Ranch area is seeking a Banking Center Advisor to provide specialized financial guidance to clients at every life stage. You will help acquire new clients and deepen relationships, balancing sales, risk, and service. Training will occur at a designated financial center,...Work at officeRelocation
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service... ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private...
$145k - $175k
...experience representing employers and corporate clients in a variety of labor and employment... ...litigation strategies and effectively advocate for clients throughout the dispute-... ...to develop practical and effective legal solutions.QualificationsActive membership in the California...Remote work- ...Responsible Growth and delivering for our clients, teammates, communities and... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...acquiring, building and managing client relationships to considering a client’s complex financial...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$41.71k - $69k
A leading financial institution is seeking an experienced professional to engage with customers and provide tailored financial solutions. Responsibilities include conducting needs assessments, advising on banking options, and recommending lending solutions. Candidates should...- JPMorganChase in Laguna Hills, CA seeks a Relationship Banker to deliver exceptional client experiences, connecting customers... ...’s digital tools and financial solutions. You will acquire, manage, and... ...clearly, and coordinate with specialists to meet complex needs while adhering...Afternoon shift
- First American in Laguna Niguel is hiring for an Escrow Assistant who will facilitate real estate transactions and provide exceptional customer service. You will manage escrow transactions, liaise between parties, and prepare necessary legal documents, ensuring all funds...
- Total Vision is a group of optometry practices operating in California and experiencing growth, seeking dedicated team members to deliver world-class eye-care results for patients and communities. You will assist patients with frame and lens selection, educate on options...Work at office
- Citigroup Inc. in Mission Viejo, CA is seeking an entry level Personal Banker to support sales and service activities with the customer service team. You will help foster relationships with individual clients, assist with small business opportunities, and grow the loan and...
- ...Responsible Growth and delivering for our clients, teammates, communities and... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...for operational excellence Builds relationships with clients to meet financial needs...Work at officeFlexible hoursShift workWeekend workDay shift
$18.5 per hour
...guest service expectations by focusing on guest interaction, loyalty enrollment, and store cleanliness. Advocates of both in-store and digital services and solutions who are knowledgeable about capabilities and features that drive adoption, usage, and ultimately guest loyalty...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$150k
Ocean Estate Law in Southern California is seeking an experienced Estate Planning Attorney to counsel clients, design thoughtful estate plans, and protect what matters most. You will meet with clients, develop recommendations, and finalize documents in a collaborative,...Monday to Friday- ...Litigation Associate Attorney in Aliso Viejo, CA. The ideal candidate is a California-licensed attorney with strong problem-solving, client advocacy, and teamwork skills, prepared to develop case strategies in real estate and business disputes including HOA matters. The...
- ...our team in Orange County on a hybrid schedule. The ideal candidate will manage a diverse litigation practice, engage directly with clients, and handle matters from inception through resolution within a collaborative environment. You will represent business disputes,...Contract work
$100k - $125k
...Job Description Genomic Science Specialist I - San Juan Capistrano, CA, Monday to Friday... ...Genomic Science Specialist will ensure that clients of Quest Diagnostics Incorporated and... ...have a direct, adverse, and negative relationship to the following job duties: accessing...Full timePart timeWork experience placementLocal areaMonday to FridayFlexible hours- ...an Associate Veterinarian to deliver exceptional patient and client care. The role welcomes experienced veterinarians and new graduates... ...and ongoing professional development, while building lasting relationships within the community. #J-18808-Ljbffr USVTA, Veterinary...
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