Banking Relationship Advisor (Digital-First)
U.S. Bank
U.S. Bank in Fremont, California seeks a Client Relationship Consultant. This role involves building relationships with clients through proactive outreach and educating them on banking products. Strong customer service skills and retail banking experience are essential. Candidates should maintain a digital-first mindset and be able to open accounts and assist clients effectively. The position comes with comprehensive benefits including healthcare, retirement plans, and paid time off. #J-18808-Ljbffr Us Bank
- ...U.S. Bank in Fremont, CA, is seeking a Client Relationship Consultant 3 to build relationships with customers and provide expert banking counsel. This role requires... ...interactions, leveraging both in-person and digital channels to meet client needs. The ideal candidate will...Digital
$29.08 - $35.54 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...from Day One. Job Description Client Relationship Consultants build relationships with... ...best possible counsel while adapting a digital first mindset. Strong client relationships are...DigitalTemporary workLocal area- ...their Consumer, Small, and Business Banking division. Why join this team? Comprehensive... ...customer experience by building relationships and promoting digital banking tools. Ensure compliance... ...to 50% within the assigned region (first 6 months). SAFE registration and mortgage...DigitalFull timePart timeImmediate startVisa sponsorshipWork visaShift workDay shift
$63.3k - $117.2k
...Retail Banking Sales & Service Acts as the primary... ...community to build relationships and deliver the desired... ...Collaborates with Financial Advisor, as appropriate, for... ...guides clients to use digital platforms and promotes... ...target for the first year in this position....DigitalTemporary workPart time- ...skilled consultant in Fremont, California, who will serve as the primary client contact to uncover financial needs and provide holistic banking solutions. The ideal candidate will have a background in financial services, particularly in retail banking sales. The position...Suggested
- ...seeking bankers for their Consumer, Small, and Business Banking division in Fremont, California. The role involves building customer relationships, assisting with account opening, and educating customers on digital banking tools. Candidates should have strong customer...DigitalFull timePart time
$25 - $27.88 per hour
Bank of America is seeking a motivated Client Engagement Specialist in Milpitas, CA to assist clients with banking transactions and solutions. You will build relationships and drive client experience, managing cash responsibilities while adhering to operational excellence...Hourly pay$250k
...outbound calls/inbound calls to acquire new relationships and deepen existing relationships... ...clients, educate clients on all service and digital channels and leverage technology/... ...years of relevant experience* Previous banking, retail, or sales experience preferred*...DigitalFull time- ...Corporation is a leading worldwide provider of digital transformation services that accelerates... ...outcomes for Global 2000 businesses in banking and financial services, Healthcare &... ...will be the primary architect of our relationships with the world’s leading AI labs, including...DigitalWorldwide
- ...understood. We build lasting relationships by doing the right thing,... ...hospitality, using the latest banking solutions and cutting-edge financial... ...* Put clients first and exceed their expectations... ...growth and have the most-used digital solutions - all while ranking...DigitalFull timeImmediate startAfternoon shift
- ...Corporation is a leading worldwide provider of digital transformation services that accelerates... ...outcomes for Global 2000 businesses in banking and financial services, insurance,... ...designing targeted pursuits, and opening new relationships. Close Complex Deals : Lead the full...DigitalWorldwide
$37 - $65.5 per hour
.... This role grows, deepens, and manages relationships with affluent customers and those with more... ...as their primary point of contact for banking products and services through scheduled... ...financial decisions. You'll be supported with digital tools, industry leading training,...DigitalTemporary workWork experience placementImmediate start$43.1k - $58.3k
...Retail Banking Sales & Service Delivers exceptional service to... ...further grow the customer's relationship with BMO beyond personal banking... ...and guidance on available digital and self-serve options with the... ...Group's expected target for the first year in this position. BMO...DigitalContract workPart timeLocal areaDay shift- ...Company Background: Virtusa Corporation is a leading worldwide provider of digital transformation services that accelerates business outcomes for Global 2000 businesses in banking and financial services, Healthcare & Life Sciences, Insurance, and...DigitalWork experience placementWorldwideFlexible hours
- ...leading worldwide provider of digital transformation services that... ...for Global 2000 businesses in banking and financial services,... ...excellence, and act as a trusted advisor to senior client stakeholders... ...accounts. Build long‑term, trusted relationships with senior client...DigitalContract workLocal areaWorldwideShift work
- ...as the primary client contact, helping to uncover financial needs and providing holistic banking solutions. Your role will involve collaborating with partners to build relationships and achieve sales targets, focusing on new client acquisition and increasing investment...
- 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... ...teammates and empowering clients through digital innovations. A Bachelor’s degree and CFP certification...Digital
$35.05 - $42.83 per hour
...At U.S. Bank, we're on a journey to do our best. Helping the customers... ...deepens existing customer relationships through routine calling and... ...activities. Combines digital tools with strong human connections... ...primary location, which is listed first. The actual range for the...DigitalTemporary workWork experience placementLocal area$120k - $150k
...Milpitas, CA Job Id: 217 # of Openings: 1 Reports to: VP Consumer Banking and Payments Job Title: Manager, Fraud Strategy & Operations... ...analysis. For example, if three cards are used at the same digital merchant within 5 minutes, one must identify if this is a carding...DigitalTemporary workLocal areaImmediate start$37 - $65.5 per hour
.... This role grows, deepens, and manages relationships with affluent customers and those with more... ...as their primary point of contact for banking products and services through scheduled... ...financial decisions. You'll be supported with digital tools, industry leading training,...DigitalTemporary workWork experience placementImmediate start$60k - $65k
Spring Education Group is seeking a First Grade Computer Science and PE Teacher at Stratford School in Milpitas, CA. The successful candidate will lead computer science and PE classes, promoting digital literacy and physical health among students. This full-time role requires...DigitalFull time- ...and cloud infrastructure services. dotSolved focuses on enabling digital transformations for small, medium, and large enterprises, in... ...integration teams to define functional requirements for: Integrations (banking, procurement, payroll, billing platforms, third-party tax...Digital
$100k
...with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client... ...at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or...DigitalHourly payFull timeFor contractors- ...responsible for daily accounting operations, including accounts payable, bank reconciliation, and assisting with monthly financial reporting.... ...with purchase orders and receipts. Maintain and organize digital files for all accounting documents. Communicate with vendors...DigitalFull timeWork at office
$117k - $134k
...incentive bonus plan. Collegial work environment. Newly designed and modern offices. Full administrative support. Latest in digital technology. Strong work/life balance. Licensed Therapists are a critical part of our clinical team. We’re seeking Licensed...DigitalFull timeFlexible hours- ...training to community partners, including first responders and law enforcement, on... ...and by telephone; and to read printed and digital materials. Work Environment: Work... ...implied or otherwise, other than an "at will" relationship. EEO Statement: Bonita House provides...DigitalContract workTemporary workWork at officeLocal areaShift work
- ...success and the goals of the bank, while fostering a culture of... ...by relying on leadership and relationship‑building skills. This will be... ...beyond investments Embrace digital innovations to help clients become... ...least 2 years in a Financial Advisor role or equivalent financial...Digital
- ...join their Consumer, Small, and Business Banking division. Why join this team?... ...follow procedures ~ Experience building relationships and identifying customer needs ~ Integrity... ...applications. Educate customers on digital banking tools and technology. Refer...DigitalFull timePart timeImmediate startShift workDay shift
- ...our employees, building relationships, and delivering... ...along with cutting edge digital technology, you will be... ...As a Private Client Advisor in Chase Wealth Management... ...and the goals of the bank, while fostering a culture... ...– all while ranking first in customer...Digital
$150k - $185k
...do this by building technology to pair customers with community banks and credit unions, and ushering them through the process... ...our business, we are as efficient as we can be in how we balance digitally powered low / no touch contact methods with high touch agent experiences...DigitalRemote workFlexible hours
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