Relationship Banker: Personal Banking & Lending Advisor
Bank of Montreal
Bank of Montreal in Rosemead, CA is seeking a customer-focused banking professional to deliver exceptional service and guidance. You will engage customers to assess needs and recommend tailored financial solutions across everyday banking, lending, investments, and digital channels. The role emphasizes collaboration with branch teams, compliance with regulatory requirements, and a proactive approach to growing customer relationships through personalized service. #J-18808-Ljbffr Bank of Montreal
- ...financial solutions. You will engage with customers across branches and channels to grow relationships, complete needs assessments, and tailor recommendations for everyday banking, lending, and small business needs. The role requires understanding of lending products,...Personal
$50k - $100k
...Job Family Group: Retail Banking Sales & Service\n \n \n... ...banking, retail investments, lending solutions, home financing (including... ..., and building new relationships within the community. \n... ...credit recommendations for personal lending transactions, including...PersonalFull timeContract workPart timeLocal areaImmediate startDay shift- ...Relationship BankerAt Chase, we are passionate about creating... .... As a Relationship Banker in a Chase Branch, you... ..., using the latest banking solutions and cutting-... ...meet with them, both in person and over the phone, to... ....Dodd Frank/Truth in Lending ActThis position is subject...PersonalImmediate startAfternoon shift
$22 - $25 per hour
...join our team! At Cathay Bank – we strive to provide... ...met. Provide quality personalized customer service,... ...customer contact to expand relationships and ensure customer... ...appropriate (e.g. Financial Advisors, Mortgage Loan... ...applicable law. Relationship Banker II (Administrative)...PersonalFull timeFlexible hoursWeekend work$23.75 - $29 per hour
The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring... ...candidates with experience as a Personal Banker, Universal Banker,... ..., including mortgage, consumer lending, business banking, treasury management...PersonalFor contractorsWork at officeRemote workFlexible hours$75k - $160k
...reach their financial goals. Our advisor-led wealth management... ...planning, investment management, banking and comprehensive advice to a... ...Support the Private Bank Regional Lending Advisor platform by helping... ...and maintain strong internal relationships with PWAs, Regional Lending...Full timeTemporary workPart time- ...Citi is seeking an entry-level Personal Banker SAFE Act to support sales and service efforts... ...transaction processing, and cross-selling banking products to individual consumer clients... ...will handle inquiries, refer larger lending opportunities, and work with branch staff...Personal
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE... ...of contact for everyday banking needs, products and services... ...partners across Wealth, Home Lending, and Business Banking to deliver... ...expectations, and taking personal ownership to convert qualified...PersonalTemporary workWork experience placementImmediate start$21.35 - $32.02 per hour
...manner. What You’ll Do. As a Relationship Banker, you embrace SECU’s brand... ...consulting with members about their banking needs, reviewing current... ...demonstrate your engaging personality and ability to build... ...could be hired as a Member Advisor I or Member Advisor II Member...PersonalHourly pay$50k - $100k
...financial solutions and preferred banking channels while recommending... ..., retail investments, lending solutions, home financing (including... ..., and building new relationships within the community. Addresses... ...credit recommendations for personal lending transactions,...PersonalContract workPart timeLocal areaImmediate startDay shift- ...offering a unique brand of relationship banking and fostering a culture where... ...in client assets. Our advisors average $575,000 in GDC. Our... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...all actions and words.Takes personal initiative and is a...PersonalFull timeImmediate start
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (... ...point of contact for everyday banking needs, products and services... ...across Wealth, Home Lending, and Business Banking to deliver... ...clear expectations, and taking personal ownership to convert qualified...PersonalTemporary workWork experience placementImmediate start- California Bank & Trust in Los Angeles is seeking a Branch Relationship Banker to deliver a full-service banking experience and build strong client relationships... .... You will support account openings, lending needs, and personalized financial solutions in a community-focused...PersonalMonday to Friday
- ...Job Description Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote... ...institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure...PersonalRemote jobFor contractorsImmediate start
$250k
...Personal Banker Safe Act, Bilingual Mandarin Speaking Preferred, Alhambra... ...50K, recognize/refer larger lending opportunities and cross sell... ...calls to acquire new relationships and deepen existing relationships... ...relevant experience ~ Previous banking, retail, or sales experience...Personal$23 - $29 per hour
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with... ...a full-time Branch Relationship Banker (Personal Banker) to provide top notch customer... ...new accounts, supports consumer lending needs, and proactively assists...PersonalHourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours$23 - $29 per hour
Branch Relationship Banker- Crenshaw- Los Angeles, CA Associates at California Bank & Trust work in a relationship-centered culture where... ...Branch Relationship Banker (Personal Banker) to join California... ...services, including commercial lending solutions, to expand client relationships...PersonalHourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...by building lasting relationships, doing the right thing... ...As a Private Client Banker in Branch Banking, you are the main... ...Specialists (Private Client Advisors, Mortgage Bankers... ...Dodd Frank/Truth in Lending Act* High school... ...services, including personal banking, credit...PersonalImmediate startAfternoon shift
$55k - $120k
...members to deliver a comprehensive banking solution in the best interest of the... ...to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with...PersonalContract workPart timeLocal area- ...Investment Advisor Meet with and profile credit union members... ...Develop and maintain long term relationships based on trust and respect... ...Notice at Collection of Personal Information: If you are a resident... ..., we provide essential banking solutions to more than 250,0...PersonalFull timePart timeRemote workFlexible hours
$250k
Overview The Personal Banker SAFE Act is an entry level position responsible... ...50K, recognize/refer larger lending opportunities and cross‑sell... ...calls to acquire new relationships and deepen existing relationships... ...experience Previous banking, retail, or sales experience...Personal- ...Relationship Banker - Glendale Burbank area Burbank, California;Los Angeles, California; South... ...least 18 years of age. Acknowledge ( Bank of America employees are required to... ...partnering with experts in small business, lending, and investments Manages financial...Work at officeShift workWeekend workDay shift
- ...Financial Advisor Senior The Senior Financial Advisor (SFA) serves as Wealth... ...new business and maintain ongoing relationships with affluent individuals and families... ..., and teaming with City National Bank colleagues for smaller Personal & Business Banking (PBB) wealth...PersonalShift work
$70.3k - $80.5k
...successful career as a Financial Advisor. Raymond James advisors... ...Manage full scope of client relationship by evaluating client financial... ...practices, financial markets, banking, and the analysis and reporting... ...on what’s best for their personal wealth management. Network in...PersonalTraineeshipWork experience placement- ...U.S. Bank in Los Angeles is seeking a Relationship Banker to build lasting client relationships, assess banking needs, and provide tailored financial solutions at the branch. You will open accounts, originate consumer loans, and educate customers on deposit and loan products...
$28.85 - $33.65 per hour
...Financial Solutions Advisor Merrill Wealth Management is a leading provider of comprehensive... ...the life they envision through a personal relationship with their advisory team committed to... ...insights of Merrill coupled with the banking convenience of Bank of America....PersonalHourly payTraineeshipWork at officeImmediate startShift workDay shift$80k - $90k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed to... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...Inc. is seeking an entry-level Personal Banker SAFE Act in Los Angeles, CA to... ...focuses on building customer relationships and increasing loyalty while supporting daily banking needs. Responsibilities include processing small business lending referrals, cross-selling treasury...Personal
- U.S. Bank in Los Angeles, CA seeks a Relationship Banker to build client relationships, assess banking needs, and process accounts and loans. You will greet clients, educate on products, and collaborate with the branch team to deliver a high-quality customer experience....
- East West Bank, headquartered in California, is seeking a Relationship Officer to join its commercial banking team in Los Angeles. You will manage existing clients and cultivate new relationships across C&I, CRE, SBA, treasury and international products, driving assets...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Personal Banking & Lending Advisor. Be the first to apply!


