Phone Banking Advisor - Financial Solutions Expert
Bank of America
Bank of America is seeking a role in its in-house client solutions team. The role focuses on connecting clients with a broad range of banking solutions to meet financial goals, balancing service with sales opportunities, and providing subject-matter expertise on financial products. Responsibilities include building relationships, answering inquiries, selling and fulfilling banking products, and guiding clients to the best options while managing risk and ensuring compliance. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Phone Banking Advisor - Financial Solutions Expert in Sacramento, CA vacancy
$26 - $30.83 per hour
Job Description: At Bank of America, we are guided... ...common purpose to help make financial lives better through... ...home lending product solutions, submits the mortgage application... ...in person and over the phone. Is a critical thinker... ...Credit Solutions Advisor II: FDIC, Safe Act/Loan...TelephoneHourly payFull timeWork at officeWork from homeFlexible hoursWeekend workDay shift- ...Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...potentially begin your role in a phone-based capacity until another...TelephoneWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...brand of relationship banking and fostering a... ....Think of us as financial partners, because... ...client assets. Our advisors average $575,000 in... ...insurance subject expert whose function is... ...LTC and Insurance solutions.About the Role:A Senior... ...rapport via phone, webinar, and in person...TelephoneFull timeImmediate start
Columbia Bank
Sacramento, CA3 days ago $43k - $75k
...McBean Pkwy. Job Family Group: Retail Banking Sales & Service Delivers exceptional service... ...provides advice and guidance regarding financial solutions that are in the best interests of... ...the use of social media, tablets, Smart phones, online tools, and applications. Experience...TelephonePart timeLocal areaImmediate startDay shiftBMO Harris Bank
Sacramento, CA2 days ago- U.S. Bank is hiring a Relationship Banker to build trusted client relationships, assess banking needs, and process accounts and loans... ...will educate clients on products and guide them to suitable solutions while meeting branch targets. The role emphasizes proactive outreach...Suggested
- Bank of America is seeking a Mortgage Originator in Hacienda Heights, CA. The role centers on delivering First Mortgage and HELOC lending products in person or by phone, while balancing sales, risk, and client care. Prior mortgage origination experience is required, with...TelephoneWork at office
$133k - $200k
...the Role:Serves as the key banking relationship manager for assigned... .... Maintains a "trusted advisor" role, engaging in dialogue... ...banking insights and solutions. Drives financial performance through profitable... ...as the Commercial client “expert” and the go-to-person providing...Full timeWork at officeColumbia Bank
Sacramento, CA7 days ago- ...candidate will have a strong background in financial analysis, credit risk assessment, and... ...credit monitoring on transactions within Bank's loan portfolio. Essential Functions... ...Effectively communicate with clients over the phone and in person Additional Comments:...TelephoneLocal areaVisa sponsorshipWork visa
$25 - $26.77 per hour
...Bank of America Job Opportunity At Bank of America, we are... ...common purpose to help make financial lives better through the power... ...priorities and connecting clients to solutions that meet the financial goals... ...network by partnering with experts in small business, lending,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
North Highlands, CA3 days ago- ...understood the power of technology to make financial functions easier, and now you’re ready... ...in finding modern technology and data solutions for clients and share best practices across... ...in one of the following industries: Banking, Insurance, Consumer Goods & Retail, Energy...Full timeLive inWork at officeLocal area
Accenture
Sacramento, CA6 days ago $61.1k - $81.51k
...underwriting large agricultural accounts, financial reporting, data analysis, asset... ...years of credit analysis, underwriting, banking, commercial finance, or agricultural lending... ...workflow automation tools, and AI-powered solutions such as Microsoft Copilot to improve efficiency...Seasonal workWork at office- U.S. Bank in California seeks a Relationship Banker to build and manage client relationships face-to-face. You will assess banking... ...educating clients on digital tools and providing tailored financial solutions, with opportunities to collaborate across the branch and leverage...
- ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both...Immediate start
- U.S. Bank is seeking a Relationship Banker to build strong client relationships and provide financial guidance in a branch setting. You will assess customers’ needs, educate them on deposit and loan products, and process basic transactions while supporting sales goals....
$133k - $200k
...Commercial Banking Relationship Manager Serves as the key... ...relationships. Maintains a "trusted advisor" role, engaging in dialogue... ...banking insights and solutions. Drives financial performance through... ...as the Commercial client "expert" and the go-to-person providing...Work at office$57.75k - $96.25k
...share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue... ...client well-being through tailored solutions aligned with clients' wholistic needs, including... ...clients on options for managing financial transactions by leveraging technology, tools...Temporary workWork experience placementWork at office$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ..., and executing highly customized solutions to meet client needs Recommending investment...Interim roleWork at officeLocal areaShift workDay shift$70.3k - $73.98k
...Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people... ...believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Manages...Full timeWestamerica Bank
Sacramento, CA5 days ago$98k - $163k
...projectsDeveloping and analyzing project budgets, sources and uses, financial pro formas, and underwriting modelsConducting feasibility... ...institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that...Permanent employmentFull timeWork experience placementLocal areaRemote workFlexible hoursGuidehouse
Sacramento, CA3 days ago- ...request sensitive personal information such as your SSN or banking details via email, phone, or text. Belong to Something Beautiful It is connecting... ...user research is integral to crafting compelling solutions. Champion thoughtful adoption of AI across the design team...Telephone
$41.5k - $60.5k
...1 McBean Pkwy. Job Family Group Retail Banking Sales & Service Position Overview This... ...provides advice and guidance regarding financial solutions that are in the best interests of customers... ...use of social media, tablets, Smart phones, online tools, and applications. Some experience...TelephonePart timeLocal areaDay shiftBMO Harris Bank
Sacramento, CA2 days ago$28 - $32 per hour
...Who We Are Five Star Bank is an award-winning and high performing $5.4 Billion community business bank operating through 10 offices... ...help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and...Full timeApprenticeshipWork at officeLocal areaMonday to FridayDay shiftFive Star Bank
Rancho Cordova, CA5 days ago$25.97 - $31.75 per hour
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...clients, offering appropriate solutions, and connecting clients to specialists... ...all clients (in-person and by phone) Ability to learn and adapt...TelephoneHourly payWork at officeFlexible hoursShift workWeekend workDay shift$98k - $132k
Wintrust provides community and commercial banking, specialty finance and wealth management... .... Wintrust delivers the sophisticated solutions of a large bank while staying true to... ...place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois,...Full timeTemporary workFlexible hoursWintrust Financial
Sacramento, CA7 days ago$94.4k - $293.8k
...Consulting means becoming an expert at making the New... ...of the Investment Banking Consulting Manager may... ...evaluating a broad range of solutions, architectures, and... ...Serve as a trusted advisor to sell-side clients,... ...years of experience in Financial Services specializing...Live inWork at officeLocal areaAccenture
Sacramento, CA2 days ago- ...! JOB SUMMARY The Sales and Service Expert (SSE) delivers an outstanding and well-rounded... ..., and contacting leads generated via phone. Responsible for effectively setting... ...data entry, read and interpret general and financial reports from a computer data base or...TelephoneWork experience placementWork at officeLocal area
24 Hour Fitness USA, LLC
Sacramento, CA2 days ago $116.58k - $163.22k
...Job Description Job Description Bank of Marin, voted by our employees as one of... ...analyze credit opportunities, structure loan solutions, and ensure the ongoing quality of the... ..., and closing. • Analyze borrower financial information and structure appropriate credit...Work experience placementBank staffBANK OF MARIN
Rancho Cordova, CA29 days ago$27.25 - $34.05 per hour
At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates... ...memberships, accounts and loans. Assist members with online banking inquiries. Interview and process member’s loans. Effectively cross...Full time$49.55 - $52 per hour
...and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core... ...laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position...Hourly payRemote work- ...Bank Community BankerWestamerica is among the largest commercial banks headquartered in... ...fundamental goals: Delivering a wide variety of financial services with a superior customer service... ..., or manipulate computers, calculators, phones and other office equipment and must be...TelephoneWork experience placementWork at office
Westamerica Bank
Rancho Cordova, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Phone Banking Advisor - Financial Solutions Expert. Be the first to apply!
Related searches
- financial advisor training program Sacramento, CA
- project finance associate Sacramento, CA
- financial consultant Sacramento, CA
- financial associate Sacramento, CA
- jde finance consultant Sacramento, CA
- financial planner Sacramento, CA
- wealth advisor Sacramento, CA
- financial planning administrator Sacramento, CA
- financial planning assistant Sacramento, CA
- estate planning consultant Sacramento, CA