Relationship Banker: Personal Banking & Lending Advisor
$41.71k - $69kHispanic Alliance for Career Enhancement
A leading financial institution is seeking an experienced professional to engage with customers and provide tailored financial solutions. Responsibilities include conducting needs assessments, advising on banking options, and recommending lending solutions. Candidates should have 2-3 years of experience, ideally in customer service or sales, and a strong commitment to customer satisfaction. This position offers a salary range of $41,714 to $69,000, along with a comprehensive benefits package. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
$41.71k - $69k
...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, including...PersonalPart timeLocal areaImmediate startDay shift$22 - $26 per hour
...an alternative application process. Relationship Banker - South OC Salary Range: $22.00 To $2... ...County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85... ..., new account openings, and consumer lending 2+ years cross‑selling and referring...PersonalHourly payWeekday work- Orange County's Federal Credit Union (OCFCU) is seeking a Relationship Banker/Senior MSR to welcome members and build lasting... ..., and problem solving to guide members through everyday banking needs and lending decisions in a customer‑centric environment. The role emphasizes...Personal
- ...Senior Home Lending Advisor Join our fun, high-energy... ...Works together with bankers, meets with their customers... ...-line reporting relationships. Builds role as the... ...experience in retail banking ~ Knowledge of real... ...services, including personal banking, credit cards...PersonalWork experience placementLocal areaImmediate startRelocation
$25 - $27.88 per hour
Job Summary At Bank of America, this position focuses on engaging clients in the lobby... ...for operational excellence. Build relationships with clients to meet their financial needs... ...partnering with experts in small business, lending, and investments. Manage financial center...SuggestedHourly payBank staffShift workWeekend workDay shift- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California... ...18 years of age.** Acknowledge ( **Bank of America employees are required to meet... ...partnering with experts in small business, lending, and investments + Manages financial...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $27.88 per hour
...self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ...with experts in small business, lending, and investments Manages financial center...Hourly payShift workWeekend workDay shift- ...Chase & Co. is seeking a Private Client Banker in our Branch Banking network in California. This role... ...clients, managing their complete banking relationship through an advisory approach and by collaborating with Private Client Advisors, Mortgage Bankers and Business...
$25 - $27.88 per hour
...self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ...with experts in small business, lending, and investments Manages financial center...Hourly payShift workWeekend workDay shift- Bank of America is hiring a client service professional to engage customers in the lobby... ...with cash transactions. You will build relationships to address financial needs and connect... ...experience, collaborating with experts across lending, investments, and small business, and...
$70k - $80k
...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make... ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$47.84k - $64.48k
...Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas... ...customer experience by building relationships through proactive outreach as well as proposing...PersonalFull timeWork experience placementWork at officeImmediate start$58.19k - $81.21k
...The Personal Banker SAFE Act is an entry level position responsible for... ...50K, recognize/refer larger lending opportunities and cross sell... ...inbound calls to acquire new relationships and deepen existing relationships... ...experience ~ Previous banking, retail, or sales experience...PersonalFull time- Bank of America in California’s Ladera Ranch area is seeking a Banking Center Advisor to provide specialized financial guidance to clients at every life stage. You will help acquire new clients and deepen relationships, balancing sales, risk, and service. Training will...Work at officeRelocation
- Bank of America is seeking a client-focused specialist to engage clients in the lobby and educate them on self-service options like... ...with suitable solutions. In this role you will build client relationships, follow procedures, and stay compliant with laws and regulations...
- ...of our employees, building relationships, and delivering extraordinary... ...As a Private Client Advisor in Chase Wealth Management,... ...success and the goals of the bank, while fostering a culture of... ...book of business and deliver personalized investment solutions to your...Personal
- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial... ...whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...care of our employees, building relationships, and delivering extraordinary... ...support to Private Client Advisors within Wealth Management.Job... ...GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES... ...services, including personal banking, credit cards, mortgages...Personal
- ...team as a Senior Home Lending Advisor in Chase Home Lending... ...Works together with bankers, meets with their customers... ...-line reporting relationships.Builds role as the... ...experience in retail banking Knowledge of real estate... ...services, including personal banking, credit cards...PersonalWork experience placementLocal areaImmediate startRelocation
$100k - $150k
...toward $400,000+ annually as your client relationships, responsibilities, and role within the... ...independent Registered Investment Advisor (RIA) specializing in helping high-net-... ...both technically exceptional and deeply personal. We enjoy what we do, genuinely care about...Personal- Bank of America is seeking a frontline Banker to engage clients in the lobby, educate and assist with transactions via self-service resources, and accurately... ...experience. The role requires strong communication, relationship-building, and adherence to laws and internal...
- Bank of America is seeking a Client Services Specialist to engage clients in the lobby, educate them on self-service options, and... ...support operational excellence and compliance while building client relationships across the center. Ideal candidates are enthusiastic self-...Weekend work
- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...Work at office
$128.31k - $196.75k
...and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community... ...of 4 years experience in business lending, credit or business development. -Or-...$20 - $27.75 per hour
...Service Representative At First Citizens Bank, together we become better. We're... ...Teamwork: Strives to build strong working relationships with those on their team as well as cross... ...reputational, regulatory and legal aspects of personal interactions, customer transactions and...PersonalHourly payWork at officeImmediate startShift work- ...internal team members, external advisors, and transaction counsel,... .... Cultivate and maintain relationships with potential investors, lenders... ..., management consulting, or banking. Understanding of tax-... ...cell phone credits to support personal well-being Life and AD&D...PersonalWork at officeRelocationFlexible hours3 days per week
- ...Banking Relationship Specialist The Banking Relationship Specialist is our first customer contact... ...customer concerns and questions both in person and via telephone pertaining to account... ...RESPA) Overview Regulation Z (Truth in Lending) Overview Bank Secrecy Act FDIC Insurance...PersonalBank staffWork at office
- ...or an alternative application process. Banking Relationship Specialist Laguna Beach, CA • Full Time... ...customer concerns and questions in person and via telephone regarding account activity... ...), C (HMDA), X (RESPA), Z (Truth in Lending), BSA, Anti‑Money Laundering, OFAC, CIP...PersonalFull timeContract work
$45k - $100k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...flexibility that you need to balance your personal and professional lives - the best of... ...development Key Responsibilities Build relationships to create new clients via face-to-face...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$59.64k - $84.61k
...multiplication and division. Cash handling and banking procedures. Office procedures,... ...and maintain cooperative working relationships with those contacted in the course of work... ...when communicating on the telephone or in person. Work Environment: Primarily office...PersonalFull timeContract workPart timeReliefWork at officeFlexible hours
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