Relationship Banker: Consultative Financial Partner
$22.5 - $27.25 per hourFirst Tech Federal Credit Union
A financial institution in San Diego is seeking a Relationship Banker to join a member-focused sales team. The role involves processing financial transactions, establishing accounts, and providing tailored product recommendations to members. Candidates should have at least six months of customer service experience, strong communication skills, and the ability to thrive in a fast-paced environment. The compensation ranges from $22.50 to $27.25 per hour with additional monthly incentives and benefits such as medical coverage and 401K matching. #J-18808-Ljbffr First Tech Federal Credit Union
$23 - $25 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow... ...and discover what you excel atall from Day One. Client Relationship Consultant This role has multiple levels, open to candidates with three...FinancialTemporary work- Client Relationship Consultant At U.S. Bank, we are dedicated to helping customers and businesses make better financial decisions while supporting community growth. This role focuses on building... ...with branch team members and partners to serve clients effectively. Open new...FinancialTemporary work
$23.19 - $28.35 per hour
...we serve to make better and smarter financial decisions and enabling the communities... ...from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...with branch team members and partners to best serve clients. Opens new consumer...FinancialTemporary workPart timeLocal area- ...Santee, California is seeking a Retail Relationship Banker to engage with customers and help... ...community relationships, offering tailored financial solutions, and ensuring a strong... ..., strong communication skills, and a consultative approach to sales. This role includes...Financial
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our... ...banking solutions and cutting-edge financial technology combined with friendly and... ...recommendations. Engage in clear, polite, consultative communication to understand and help...FinancialImmediate startAfternoon shift
- Accenture is seeking a Workday Adaptive Insights Consultant to deliver innovative HR and financial management solutions. This role involves identifying business requirements and leading workshops for client education. Ideal candidates will have a minimum of 2 years' consulting...Financial
$41.71k - $69k
...Retail Relationship Banker Join us in building something new. This Retail... ...and guidance regarding financial solutions that are in the best... ...various channels with BMO partners to deliver the desired customer... .... Experience in a consultative customer service or sales role...FinancialPart timeImmediate startDay shift$41.71k - $69k
...Retail Relationship Banker Join us in building something new. This Retail... ...and guidance regarding financial solutions that are in the best... ...various channels with BMO partners to deliver the desired customer... .... Experience in a consultative customer service or sales role...FinancialPart timeLocal areaImmediate startDay shift$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...FinancialWork at officeWork from home- ...Overview The Senior Compensation Partner plays a pivotal role in providing strategic guidance and expert consulting services on compensation programs across the organization... ...for payment, bank details or personal financial information during the hiring process. Bank...FinancialInternshipMonday to Friday
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our... ...banking solutions and cutting-edge financial technology combined with friendly and... ...recommendations. Engage in clear, polite, consultative communication to understand and help...FinancialImmediate startAfternoon shift
- ...Oracle EBS Functional Consultant Ability to write complex code using Oracle and Unix tools to meet client's requirements in various... ...users and upper management. Solid understanding of Oracle EBS financial modules and the integration between modules. Experience in working...FinancialRemote work
- Accenture seeks a Workday Consultant in San Diego, CA to provide innovative payroll and HR solutions. You will identify and analyze... ...clients on best practices. To succeed, you'll need a Workday Financials Partner Certification and at least 2 years of consulting experience....Financial
$10,000 per month
...F&I Consultant Audi San Diego has an opportunity for an F&I Consultant to join their team and the Holman Family! What will you do... ...contracts, ensuring that all paperwork is properly submitted to financial sources # Ensure compliance with company policy and legal...FinancialFull timeTemporary workPart timeLocal areaFlexible hours- A financial services firm seeks a part-time Financial Consultant to guide clients toward financial independence. This remote role offers flexibility to design your schedule, allowing you to make a meaningful impact while earning additional income through commission-based...FinancialRemote jobPart time
- ...us show the world what’s possible as you partner with clients to unlock hidden value and... ...integrated, payroll, cloud-based HR and financial management solutions that put organizations... ...work. As a Workday Adaptive Insights Consultant, your primary responsibilities may...FinancialWork experience placementWork at officeLocal area
- ...Job Highlights Title : Investment Consultant Type : Full Time Experience : 2 Years Function... ...Schwab is a leading U.S. brokerage and financial services company. It offers investing,... ...products and services Strong client relationship-building experience License/Certification...FinancialFull timeWork experience placementWork at office
$70.35k - $196k
...us show the world what’s possible as you partner with clients to unlock hidden value and... ...integrated, payroll, cloud-based HR and financial management solutions that put organizations... ...Certification. Minimum of 2 years of consulting experience, most recently in a...FinancialWork experience placementLive inWork at officeLocal area$69.8k - $132k
..., hotel and hospitality accounting and financial operations business issues? Are you looking... ...If so, RSM's Accounting and Finance Consulting (AFC) practice’s National Gaming and... ...ability to develop and maintain effective relationships with business associates and industry...FinancialFull timeWork experience placementInternshipLocal areaFlexible hours$77k - $202k
...: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse... ...achieve strategic objectives. Focused on relationships, you are building meaningful client...FinancialFull timeH1b- ...Wells Fargo, we're more than a financial services leader - we’re a... ...: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National... ...ongoing coaching, while partnering with colleagues to meet customer... ...services, deepen their consultative expertise, and support customers...FinancialFull timeTemporary workWork experience placementImmediate start
- ...Summary We are seeking an experienced Dynamics 365 Finance & Operations Finance Consultant to lead and support end-to-end implementations, solution design, and optimization of core financial modules. The ideal candidate will have deep functional expertise in General...Financial
$70.35k - $205.8k
...Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture... ...of capabilities and ecosystem relationships in the industry, all while having unrestricted... ...Knowledge of digital assets and emerging financial market infrastructure, such as crypto...FinancialWork experience placementLive inWork at officeLocal area- A leading consulting firm in California is seeking an experienced Dynamics 365 Finance & Operations Finance Consultant to spearhead full lifecycle implementations and optimize financial modules. The role demands over 8 years of D365 experience and strong functional skills...Financial
$37.44k - $52.8k
...the Role WSFS Bank's Personal Bankers will be responsible for... ...services to enhance Customer relationships. The incumbent will get to know... ...them regarding their financial needs, and recommend the appropriate... ...handling experience. Prior consultative sales experience. Proven...FinancialFull timeH1bVisa sponsorshipMonday to FridayFlexible hours- A leading R&D Pharmaceutical employer is seeking a remote Sr Performance Consultant/Learning Partner to drive performance improvement initiatives. This role requires a minimum of 5 years in performance management and collaboration with leaders to enhance organizational...Remote job
- ...Job summary Business Finance Partner is responsible for having a good overarching understanding of the financial consequences and effects of business decision and be able... ...future state financial performance, including consulting and coaching, forward looking financial...FinancialWork experience placementLocal areaFlexible hours
$99k - $232k
...SAP Finance Consultant- Product Costing Manager The Opportunity: As a SAP Finance Consultant- Product Costing Manager, you will specialize... ...Consulting practice, you will enable clients to optimize financial processes, improve financial reporting, and achieve their...Financial$124k - $280k
...in our Finance team, within our Oracle consulting practice, will provide you with the opportunity... ...with the different Oracle Cloud Financials modules e.g., payment process, matching... ...have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive...FinancialFull timeH1b- Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you... ...you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports...FinancialFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Consultative Financial Partner. Be the first to apply!
- private mortgage banker San Diego, CA
- private banker San Diego, CA
- personal banker San Diego, CA
- marketing partner San Diego, CA
- community partners San Diego, CA
- senior partner marketing manager San Diego, CA
- partners healthcare San Diego, CA
- family partner San Diego, CA
- operating partner San Diego, CA
- partner sales San Diego, CA


