Client-Focused Financial Services Advisor
Charles Schwab
Charles Schwab in Fremont, CA seeks a client-focused service professional to guide clients with financial solutions and build lasting relationships. You’ll answer inbound calls, take ownership of complex issues, and advocate for clients while delivering trusted guidance. Starting pay ranges from $53,300 to $61,800 with a 10% annual bonus potential and additional eligible earnings, reflecting experience and responsibilities. #J-18808-Ljbffr Charles Schwab
- ...Relationship Manager to manage a portfolio of high net worth clients, delivering tailored banking, investment and... ...in partnership with Wealth Relationship Officers and service teams. The role emphasizes client focus, regulatory awareness, and proactive business development...Suggested
- ...Relationship Banker in Fremont, California. This role focuses on providing exceptional client service, utilizing the latest banking technologies to exceed... ...client relationships and ensuring they receive tailored financial solutions. Ideal candidates have sales experience in...Suggested
- Fremont Bank is seeking a Sr. Relationship Banker in Fremont, CA. This role focuses on delivering exceptional service and expanding client relationships through effective sales techniques. You will be responsible for handling cash transactions, resolving client issues,...Suggested
- Bank of America in Fremont is seeking a Financial Solutions Advisor Stage I to kickstart your career in... ...foundational skills to manage client relationships effectively. Success in... ...to further opportunities in financial services, supported by world-class training and...Suggested
- ...heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role, you’... ...client relationship by applying a focused client communication strategy, and exceeding... ...a 4-week sabbatical after 5 years of service Paid parental leave and family...SuggestedFlexible hours
- ...Private Client Banker You have a passion for taking care of our... ...tailored to suit their financial needs. As a Private Client... ...receives the best products and services for their needs Partners with... ...Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
- ...position in Hayward, California. This role focuses on building strong customer relationships... ...increase sales of banking products and services. Responsibilities include handling business... ...coaching to branch staff, and conducting client outreach to deepen relationships. Ideal...
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Fremont, California. This entry-level role focuses on assisting sales and service activities to foster customer loyalty and deepen relationships. Responsibilities include managing business credit requests, providing...
- The Personal Banker at Fremont Bank delivers world-class service at every client interaction, recommending retail products and developing relationships to maximize growth. You will meet sales and referral objectives through outbound calling, prospecting, and collaborating...
- ...of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll... ...the client relationship by applying a focused client communication strategy, and... ...a 4-week sabbatical after 5 years of service ~ Paid parental leave and family building...Flexible hours
- ...is seeking a professional to provide comprehensive financial advice, develop personalized plans, and guide clients toward their financial goals. The role involves... ...strategies, and work in a fast-paced environment with a focus on client relationships and regulatory due #J-188...
$45.9k - $75.9k
...Group: Retail Banking Sales & Service Delivers exceptional... ...advice and guidance regarding financial solutions that are in the best... ...business solutions). Offers clients advice and guidance on... ...personal customer experience. A focus on results and the ability to...Contract workPart timeLocal areaImmediate startDay shift$63k - $105k
...branch. Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead management and... ...on options for managing financial transactions by leveraging technology... ...our employees to be: Customer Focused - Knowledgeable of the values...Full timeTemporary workPart timeWork experience placementWork at office- Overview At Schwab, you’ll provide financial guidance to existing clients, building lasting relationships and... ...networking, and referrals. The role focuses on wealth management and financial... ...Provide comprehensive wealth management services, including retirement planning,...
- ...Bancorporation, is seeking a full-time Branch Relationship Banker in Fremont, CA. The role focuses on delivering top-notch customer service, opening new accounts, processing loans, and referring clients to banking products to grow the business and relationships. Ideal candidates...Full time
$27 - $35 per hour
...opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each... ...all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families,...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- ...is responsible for engaging clients in the lobby, educating and assisting... ...transactions through self‑service resources such as mobile... ...clients to understand their financial and life priorities, connecting... ...strong work ethic and intense focus on results, acting in the...Shift workWeekend workDay shift
- ...of wallet and deliver a differentiated client experience for consumer and business banking... ...sales activities from acquisition to servicing. Preferred Spanish language skills are noted... ...policies, and an emphasis on customer-focused risk management within an integrated...Work at office
- ...Union City, CA is seeking a Branch Operations professional to handle teller transactions, assist in new accounts, and resolve customer service issues. You will open accounts and refer customers to other areas of the bank while following banking regulations to minimize risk....
$45.9k - $75.9k
...Overview Delivers exceptional service to BMO customers and... ...advice and guidance regarding financial solutions that are in the best... ...business solutions). Offers clients advice and guidance on available... ...personal customer experience. A focus on results and the ability to...Contract workPart timeLocal areaImmediate startDay shift$150k - $190k
...pipeline by balancing supply availability with financial exposure. You will design, implement, and... ...Hyve manufacturing facilities. A core focus of this leadership position is acting as... ...planning teams and our key hyperscale clients to ensure absolute clarity and alignment...Full timeFlexible hours- ...Integration team! The Firmwide Financial Controllers organization... ...to both internal and external clients. Within this group, the Finance... ...accounting within financial services; experience with project lifecycle... ..., self-motivated, delivery-focused individual who can work in a...
- ...seeking a motivated team member in Union City, CA who loves dogs and cats and enjoys helping people. The role focuses on delivering exceptional customer service, making thoughtful product recommendations, and supporting the team in a fast-paced retail environment....
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities, and... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...minimum of one year of financial services industry or sales...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- Responsibilities Works with clients to plan short and long-term financial goals. Recommends banking and investment strategies that align with client financial... ...requests and makes referrals to appropriate internal service providers. Identifies and engages potential new...Temporary work
$70.3k - $73.98k
...fundamental goals: Delivering a wide variety of financial services with a superior customer service... ...by developing and managing a client portfolio. Provides customers with information... ...tutorials and Compliance Training. Focus on Majority/Minority census tracts as assigned...Full timeWork experience placement- ...relationships and being a trusted advisor are crucial in this role.... ...the VP of Operations with a focus on projects with elevated levels... ...Providing risk management services and support for XLI affiliated... ...with project teams, clients, designers and trade partners...Contract work
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...Branding Customer and Client Focus Oral Communications...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive... ...wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a...
$24.92 - $30.46 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship... ...available deposit and loan products and services, and recommending solutions based on each... ...asking questions and learning about their financial needs, and banking channel preferences....Temporary workLocal area
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