Relationship Banker II — Personal Finance Guide
U.S. Bank
U.S. Bank in Newport Beach, CA is seeking a Relationship Banker to build trusted client relationships, assess banking needs, and process accounts and loans. The role involves face-to-face service, opening accounts, and guiding customers through deposits and loan options. The position emphasizes a digital-first approach, educating clients on self-service tools while collaborating with branch teammates to deliver a seamless customer experience. #J-18808-Ljbffr Us Bank
$43.68k - $69.9k
...Function Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based...PersonalWork experience placementWork at office$23 - $25 per hour
...Relationship/Personal Banker/Member Service RepresentativeAt Orange County's Federal Credit Union (OCFCU... ...accuracy and careOpen new accounts and guide members through consumer loan applicationsProactively... ...$23.00–$25.00 per hourSenior Rep. I - II - $25.50 - $27.00 per hourWhy OCFCU?...PersonalHourly pay- California Bank & Trust in Huntington Beach, CA is hiring a Branch Relationship Banker. The role focuses on delivering full-service relationship... ...accounts, originating loans, and supporting clients with personalized financial solutions. You will cultivate long-term...Personal
$26 - $35 per hour
...Retail Banking Personal Banker Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace...PersonalHourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- Fifth Third Bank is seeking a Personal Banker Associate II for the Westcliff Newport Beach location. The role includes an onboarding program of 4-8 weeks with rotations in Operations and Sales & Service, culminating in a certification to transition into the Retail Personal...Personal
- Fifth Third Bank in Newport Beach, CA offers a Retail Personal Banker II development program with a 4-8 week onboarding and rotations in... ...services. The role centers on consultative selling, customer relationship growth, and risk-aware service within the bank's policies...Personal
$23.75 - $29 per hour
Relationship Banker / Client Relationship Specialist #3485 Newport Beach, California, United States About this Role In this role, you are... ...Guidance: Lead consultative, needs-based conversations to deliver personalized financial advice and solution-based recommendations,...PersonalHourly payFor contractorsWork at officeRemote work- ...Northern Trust in Newport Beach, CA is seeking a Personal Banker to support client accounts, process wires and transfers, open and close... ...successful candidate will work in-office, collaborate with relationship management and NCSS teams, uphold risk and regulatory standards...PersonalWork at office
$250k
...The Private Banker Func Group Mgr manages a team of senior professionals... ...financial matters. Build relationships with client families that... ..., risk management, and financing/liquidity needs. Set... ...and place team goals above personal achievement. Encourage team...PersonalFull time$250k
...Managing Director, Private Banker, Orange... ...the team.* Coach and guide team members and help... ...that strengthen client relationships with the firm.* Help clients... ...risk management, and financing/ liquidity needs.* Regularly... ...place team goals above personal achievement.* Work...PersonalFull time- ...Member Experience: Develops member relationships by providing high-quality sales and service... ...to member inquiries on the phone and in person.Provides timely closing of loans through... ...Unions Employee Handbook & Resource Guide. EOE Monday-Thursday, 9:00 a.m.-5:00 p.m...PersonalHourly payWork at office
$45.9k - $75.9k
...retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community. Addresses questions... ...guidelines. Makes credit recommendations for personal lending transactions, including home...PersonalPart timeLocal areaImmediate startDay shift$64.17k - $102.81k
...Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful... ...maintenance and holistic advice on assigned relationships by cross selling and identifying client... ...Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and...PersonalWork experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours$43k - $75k
...retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community. Addresses questions... .... Makes credit recommendations for personal lending transactions, including home...PersonalContract workPart timeLocal areaImmediate startDay shift$56.16k - $85.28k
...About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined... ...warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes...PersonalTemporary workWork experience placementImmediate start$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in Newport Beach, California. The role involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with...Personal- Fifth Third Bank is seeking a Retail Personal Banker I in Huntington Beach to start with a 4-8 week onboarding, including rotations in operations and Sales & Service. You will develop a thorough customer profile and need to cross-sell to existing customers while maintaining...Personal
$43.68k - $69.9k
...career in banking at Fifth Third Bank. General Function The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is responsible...PersonalWork at office- ...Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary customer... ...as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career...PersonalImmediate startAfternoon shift
$43.68k - $69.9k
...FUNCTION Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...PersonalWork experience placementWork at office- ...on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in...Weekend work
- ...associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions. Role requires strong communication, reliability, and...Work at office
- ...financial goals and connecting them to suitable solutions, while upholding risk and regulatory standards. Employees will build client relationships, manage center flow, and collaborate with experts across lending and investments to drive a superior client experience. #J-18808...Personal
- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...Personal
- California Bank & Trust in Huntington Beach, CA seeks a Branch Relationship Banker to deliver a full-service banking experience and build personalized relationships with branch clients. You will handle deposits and loans, assist with service needs, identify client financial...Full timeMonday to Friday
- California Bank & Trust in Monarch Beach, CA is seeking a Commercial Relationship Banker to support lending needs across local branches. You will build strong client relationships, analyze credit, and deliver high-quality lending solutions while collaborating with branch...Local area
$100k - $115k
Associates at California Bank & Trust work in a relationship-centered culture where they are provided... ...looking for a Commercial Relationship Banker in Monarch Beach, CA . The Relationship... ...a Bachelors degree in business, finance or a related field and 4+ years commercial...Work experience placementWork at officeLocal areaFlexible hours- First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch. You will acquire new clients, deepen existing relationships, and coordinate...Work at office
- ...(95%) Member Experience Develops member relationships by providing high-quality sales and service... ...to member inquiries on the phone and in person. Provides timely closing of loans... ...found in California Credit Union’s Employee Handbook & Resource Guide. #J-18808-Ljbffr...PersonalWork at office
$22 - $26 per hour
...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...PersonalImmediate start
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