Member-First Personal Banker
University Credit Union
University Credit Union in Davis, CA is seeking a member service representative to deliver face-to-face, phone, and digital channel assistance, promote credit union products, and build loyal relationships with members in Davis, CA. You will process transactions and memberships, assist with share accounts and consumer loans, complete documentation, resolve account issues, and suggest improvements to streamline operations while providing accurate, courteous service. #J-18808-Ljbffr University Credit Union
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Member-First Personal Banker in Davis, CA vacancy
- ...valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors... ...incentive travel.The flexibility that you need to balance your personal and professional lives – the best of both worlds.A culture of continuous...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Edward Jones
Davis, CA1 day ago - ...a Fortune 500 company where people come first. With over 9 million clients and 20,000... ...sound judgement to provide solutions to personalized investment issues, involving the FA when... ...their needs are met.Partnering with other members of the clients' professional team such...SuggestedTemporary workWork at officeLocal areaFlexible hours
Edward Jones
Woodland, CA1 day ago - ...Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required...SuggestedFull time
Charles Schwab
Davis, CA4 days ago $45k - $100k
...valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors... ...incentive travel. The flexibility that you need to balance your personal and professional lives – the best of both worlds. A culture of...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Winters, CA3 days ago- Banner Bank, working with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services at local branches. You will solicit investments and insurance solutions, partnering with branch managers to serve clients and prospects. The ...SuggestedLocal area
$70.3k - $80.5k
...new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that... ...service with a strong focus remaining on what’s best for their personal wealth management. Network in the community and effectively market...TraineeshipWork experience placement$20 per hour
...Banner Bank Banker More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses... ...seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance...Banner Bank
Davis, CA2 days ago- ...valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors... ...clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now,...Full timeTemporary workFlexible hours
$104.06k - $150.89k
A leading financial institution in West Sacramento seeks a Relationship Manager to manage a portfolio of Commercial clients. Responsibilities include developing relationships for commercial loans and other banking products, managing the Center's budget, and participating...$159.97k - $188.2k
...bring our shared ambition to life, and each person is unique in their potential. A career... ...benefits and total rewards considers our team members’ whole selves and what may be needed to... ...on the primary location, which is listed first. The actual range for the role may differ...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Real Time CFOs is seeking an experienced Financial Controller in Davis, California. This role involves overseeing financial reporting, managing accounting functions, and ensuring compliance within a cutting-edge biotechnology manufacturing firm. Candidates must have a Bachelor...
- Position Type: Regular Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. (IC) at Schwab, you learn (FC) at Schwab, the IC the exposure and experience to advance learn what it takes...
Charles Schwab
Davis, CA3 days ago - ...Winters, CA is seeking a dedicated financial advisor to build relationships with residential and business clients while delivering personalized investment solutions. You will participate in a comprehensive training program and obtain required registrations. You will...Local areaHome office
Edward Jones
Winters, CA1 day ago - Raymond James Financial, Inc. seeks a Financial Advisor Trainee in Woodland Hills, CA to join the Advisory Mastery Program, a structured development track with hands-on coaching, trainings, and licensing support. You will build skills in financial analysis, client service...Traineeship
- Banner Bank is seeking a Banker in California to be the welcoming face of the branch and help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you’re passionate about delivering...
- ...valid California driver's license and automobile insurance for personal vehicles used on PX business. Sufficient experience to understand... .... Ability to build rapport with coworkers, vendors, and members of the general public. Ability to organize, multitask, and...Seasonal work
California Highway Patrol Academy PX
West Sacramento, CA14 days ago - A leading financial institution is seeking a Portfolio Manager in Woodland Hills, CA. The successful candidate will manage individual and trust account assets and build client relationships. A Bachelor's degree with 10+ years of investment experience is required. Skills...Work at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member-First Personal Banker. Be the first to apply!
