Client Banking Advisor for Personal & Small Business
NBMBAA
Bank of America in Santa Barbara seeks a customer-focused banking associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients with specialists. You will deepen client relationships, support transactions, and deliver exceptional care through proactive outreach and follow-up. This role emphasizes compliance, accuracy, and strong communication across channels. #J-18808-Ljbffr NBMBAA
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Banking Advisor for Personal & Small Business in Santa Barbara, CA vacancy
- Bank of America is hiring at our Santa Barbara location to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will deepen relationships, support self-service transactions, and ensure...Personal
- ...memorable experiences for our clients and employees, making them... ...hospitality, using the latest banking solutions and cutting-edge... ...of America's households and small businesses achieve their financial goals... ...services, including personal banking, credit cards, mortgages...Personal
- First Bank is seeking a highly skilled Banking Specialist III in Santa Barbara, California. The ideal candidate will be responsible for building and expanding client relationships, achieving sales goals, providing excellent customer service, and ensuring compliance with...PersonalFlexible hours
- Montecito Bank & Trust is seeking a full-time Personal Banker I for the Downtown Santa Barbara Branch, California. You will serve walk-in customers, handle a variety of over-the-counter cash and negotiable transactions, and provide options to meet each customer’s banking...PersonalFull time
$25 - $44 per hour
...Management is one of the largest businesses of its kind in the world... ....Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...they envision through a personal relationship with their advisory... ...Merrill coupled with the banking convenience of Bank of...PersonalHourly paySeasonal workWork at officeWork from homeDay shiftBank of America
Santa Barbara, CA3 days ago$90k - $110k
...Trust as a Financial Advisor! At Covenant Trust,... ...guidance and products to our clients throughout the... ...and engagement include business and relationship development... ...advantage within your personal developing networks... ..., Division of Banking. Our shareholders are...PersonalCovenant Trust Company
Santa Barbara, CA3 days ago$25.97 - $31.75 per hour
...Bank Of America Financial Center Representative At... ...and delivering for our clients, teammates, communities... ...specific responsibilities and business needs. At Bank of... ...clients, helping to uncover personal banking needs of both individual and small business clients,...PersonalHourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Santa Barbara, CA3 days ago- Banking Specialist III -- Sales Focus This position, Banking... ...Representative, Personal Banker, Financial Service... ...Expanding current client relationships and building... ...opportunities. Going on business calls with Branch... ...Helping commercial and small business clients/prospects...PersonalFlexible hours
- ...ask for an accommodation or an alternative application process. Personal Banker I 02 - Downtown Santa Barbara Branch Regular Full-Time... ...: 1812 Salary Range: $24.10 To $30.00 Annually Join Montecito Bank & Trust as a Personal Banker I ! As the largest locally owned community...PersonalFull timeVisa sponsorship
$25 - $44 per hour
...in the posting Open — Bank of America has a... ...posting Wealth Management Client associate About this... ...is one of the largest businesses of its kind in the world... ...Merrill’s Financial Advisors and Wealth Management... ...they envision through a personal relationship with their...PersonalHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$70.3k - $75k
...career as a Financial Advisor. Raymond James advisors... ...consistent with our client’s objectives, time horizon... .... Develops a book of business consistent with AMP... ...practices, financial markets, banking, and the analysis and... ...what’s best for their personal wealth management....PersonalTraineeshipWork experience placement- ...primary point of contact for banking products and services through... ...actively grow a defined book of business, leveraging goals based... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk...PersonalTemporary workWork experience placementImmediate start
- ..., transaction support, and new account expertise to help clients with everyday banking needs while identifying opportunities for additional financial... ...assigned. • Previous experience as a Universal Banker, Personal Banker, or in a similar retail banking role. • Hands-on...PersonalPermanent employmentContract work
- ...self, is valued and supported, as a whole person, at work and beyond. Together, Every Step... ...how we continue to deliver exceptional business results, experience an amazing place to work... ..., forecasting, liquidity reporting, bank account administration, and supporting foreign...PersonalRemote work
$16 - $21 per hour
...travel to domestic and international destinations, gifts, and other incentives ~ Five weeks of paid time off (vacation, holidays, personal days) ~8 weeks of paid parental leave for eligible new parents (when paired with short-term disability, this benefit may provide...PersonalHourly payFull timeTemporary workWork experience placementSummer workImmediate startRelocation packageShift workWeekend workAfternoon shiftVerizon
Santa Barbara, CA11 days ago- ...Management is one of the largest businesses of its kind in the world... ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...they envision through a personal relationship with their advisory... ...Merrill coupled with the banking convenience of Bank of...PersonalSeasonal workWork at officeWork from homeShift workDay shift
$20 per hour
...the Museum. The ideal candidate: Is highly personable and genuinely enjoys helping others... ...visitor, member, donor, and prospective-client information with discretion and follow Museum... ...special donor events annually, ranging from small gatherings to large-scale events. These...PersonalHourly payWork at officeLocal areaShift workWeekend workAfternoon shiftSanta Barbara Historical Museum
Santa Barbara, CA16 hours ago- ...primary point of contact for banking products and services through... ...actively grow a defined book of business, leveraging goals based... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needsDemonstrate risk...PersonalOngoing contractTemporary workWork experience placementImmediate startFree visa
- ...employees.Position Overview: Do you have aspirations to run your own business? If so, you may want to consider working in the office of Kait... ...commission/bonus, Health benefits, Paid time off (vacation and personal/sick days), Valuable experience, Growth potential/Opportunity...PersonalHourly payFor contractorsWork at office
Kait Hamilton - State Farm Agent
Santa Barbara, CA3 days ago $19 - $20 per hour
...Maintain courteous, professional contact with co-workers, customers, vendors, and community at large.Maintain neat appearance and good personal hygiene in compliance with CSI image standards.Support and follow established safety, security, quality guidelines as well as CSI'...PersonalFull timePart timeFor contractorsLocal areaImmediate startShift workNight shiftDay shiftAfternoon shiftEarly shiftChevron Careers
Santa Barbara, CA16 hours ago$37 - $65.5 per hour
...primary point of contact for banking products and services through... ...actively grow a defined book of business, leveraging goals based... ...clear expectations, and taking personal ownership to convert qualified... ...and the management of complex client needs Demonstrate risk...PersonalFull timeTemporary workWork experience placementImmediate startWells Fargo
Santa Barbara, CA11 hours ago$57k
...Join a team where you'll build your network, gain foundational business acumen, and enjoy the perks of living and working on the California... ...driven with a strong desire to compete and achieve ambitious personal and professional goals. Exceptional Communicator: Possesses...PersonalFull timeWork at officeMonday to Friday- ...profitability. Consistently achieves or exceeds personal and team sales goals.Obtains leads... ...Corporate Sales on-sites).Generates leads/new business internally through member promotions,... ...: $16.50 - $17.50 per hourIn 1965, a small gym was founded on the shores of Venice Beach...PersonalHourly payLocal areaWorldwide
Gold's Gym
Santa Barbara, CA2 days ago $20 per hour
...IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MONTECITO,CA LOCATION OBJECTIVE... ...open scheduling availability based on business needs. COMPETENCIES REQUIRED... ...pays $20.00 per hour plus commission on personal net sales. JAMES PERSE was founded over...PersonalHourly payFull timeTemporary workCasual workCurrently hiringLocal areaFlexible hours$18.97 - $19.97 per hour
...promptly and acknowledge all guests, however busy and whatever time of day.Maintain positive... ...group activities / VIP's.Obtain assigned bank and ensure accuracy of contracted monies.... ...form to registration card.Direct Bell Person to escort guest and transport their luggage...PersonalCasual workLocal areaRosewood Hotel Group
Santa Barbara, CA16 hours ago$57k
...Join a team where you'll build your network, gain foundational business acumen, and enjoy the perks of living and working on the California... ...driven with a strong desire to compete and achieve ambitious personal and professional goals. Exceptional Communicator: Possesses...PersonalFull timeTemporary workSummer holidayWork at officeMonday to FridayFlexible hours$50k - $70k
...State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between... ...are equally committed to excellence and personal achievement. Our team is comprised of results...PersonalFor contractorsWork at officeTammy Dobrotin - State Farm Agent
Santa Barbara, CA3 days ago$50k - $70k
...to building lasting relationships with clients will set you apart. This position is perfect... ...Generate leads and actively pursue new business opportunities. Educate clients about... ...are equally committed to excellence and personal achievement. Our team is comprised of...PersonalFor contractorsWork at office$25 per hour
...School Diploma or equivalent.Skills & AbilitiesProficiency in cash handling and accurate payment transactions.High comfort level with personal technology, including mobile devices and video platforms and proficiency in computer applications.Basic math skills.Ability to...PersonalFlexible hoursSpectrum
Santa Barbara, CA3 days ago$20.09 - $28.19 per hour
...Payment Specialist operates and maintains a personal computer in a work-at-home environment,... ...over $80 billion annually on behalf of clients, and with total assets in excess of $2.4... ...is uniquely supported by Cass Commercial Bank. Cass is part of the Russell 2000.J-18808...PersonalRemote jobHourly payFull timeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Banking Advisor for Personal & Small Business. Be the first to apply!
Related searches
- insurance customer service advisor Santa Barbara, CA
- customer success associate Santa Barbara, CA
- manufacturing customer service representative Santa Barbara, CA
- customer service attendant Santa Barbara, CA
- client service consultant Santa Barbara, CA
- customer associate Santa Barbara, CA
- customer support specialist Santa Barbara, CA
- customer service officer Santa Barbara, CA
- customer service rep remote Santa Barbara, CA
- customer advisor Santa Barbara, CA