Personal Banking Advisor
Financial Partners Credit Union
Financial Partners Credit Union in California seeks a Personal Banking Officer to build strong member relationships, assess their needs, and recommend savings, loans, credit cards, and investment options. By proactively identifying opportunities for cross-selling, this role supports growth and profitability while delivering compliant, tailored banking solutions. The position emphasizes delivering personalized, efficient service, handling transactions, and advising members on a range of personal #J-18808-Ljbffr Financial Partners Credit Union
$99k - $130k
...termProject manage across many stakeholders. If you don’t like being the person leading meetings with large groups of people or managing large... ...solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers)...PersonalFull timeWork experience placementImmediate startAfternoon shift$250k
...Responsibilities Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing... ..., adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,...PersonalLocal area$250k
...technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships... ..., adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,...PersonalFull timeLocal area$250k
...financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...‑term connections to the Citi Private Bank. Effectively manage client... ...team success and place team goals above personal achievement. Encourage team members to...PersonalFull time$127.63k - $237.01k
...integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and... ...externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...PersonalRemote work$250k
...appropriate and in line with the fundamental interests of the Private Bank.* Help team members acquire the experience to establish... ...Demonstrate strong commitment to team success and place team goals above personal achievement.* Work collaboratively with the GMM and other Team...PersonalFull time$50k - $100k
...needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both... ..., and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with...PersonalPart timeLocal areaImmediate startDay shift$185k - $300k
About this role:Wells Fargo is seeking a Principal Commercial Banking Relationship Manager to join our Commercial Auto business. Learn... ...commitments, Commercial Auto has the industry experience and dedicated, personal attention to create unique financing structures to support...PersonalOngoing contractFull timeWork experience placementImmediate start$24 - $34 per hour
...Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Responsible for managing customer accounts...PersonalHourly pay16 hoursWork experience placementWork from homeFlexible hours$100k - $170k
...help build the technical capability of advisor teams by designing and delivering foundational... ...investment management, comprehensive banking solutions, and strategic advice to a... ...flow planning, to help them achieve their personal financial goals. HOW YOU WILL FULFILL YOUR...PersonalFull timeTemporary workPart timeWork at office$80k
...Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our... ...allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire... ...financial services, wealth management, banking, or a related client service role (internships...PersonalFull timeContract workInternship$102.5k - $213.4k
...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...billing. Our ambition is to be the C-suite advisor for insurance technology-enabled... ...client serving roles to work together in person 40-60% of the time over the course of an...PersonalFull timeWork experience placementSummer holidayFlexible hours- ...Citi Private Bank | Uhnw Banker | Beverly Hills & Orange County The Banker Safe Act... ...financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...team success and place team goals above personal achievement. Encourage team members to...Personal
$146k - $194k
...will also represent IR externally, hosting select investor and bank engagements at headquarters. ABOUT THE JOB We are looking for candidates... ...from high-level strategy to hands‑on execution Must be a U.S. Person due to required access to U.S. export controlled information or...PersonalFull timeWork experience placementImmediate start- ...our team.Our experienced team of wealth advisors has knowledge and access to the full spectrum... ...engagement.* Build and execute a personal business development plan to exceed sales... ...acquisition in financial services, private banking, or wealth management.* Minimum 8-10...PersonalPermanent employmentTemporary workWork at office
$22 - $26 per hour
About the Role:The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience... ...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating...PersonalImmediate start$23 - $25 per hour
...Relationships. Build Futures. Build Your Career. Mandarin Fluency Preferred At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not...PersonalHourly payWeekday work$22 - $26 per hour
...Personal Banker The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating...PersonalImmediate start- ...experience in commercial real estate lending or 5 years of other banking or finance experience ~ Thorough understanding of multifamily... ...evaluating property cash flows, property valuation, and personal financial statements ~ Ability to manage competing priorities...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 AND YOUR CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent... ...Policies and Standards.Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but...PersonalFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
$70.3k
...804 Salary: $70,304.00 Annually As an Associate Financial Advisor, you step into a thriving portfolio of existing clients and... ...Your Career. At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped...PersonalFull time- Shape the future of how customers access our Consumer Bank across the West Region —owning the forward-looking real estate strategy and... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice...PersonalLocal areaRelocation
- ...Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local areaExcellent written...Work experience placementLocal areaImmediate startRelocation
- ...Retail Personal Banker II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail...PersonalWork experience placementWork at office
$43.68k - $69.9k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a... ...FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education...PersonalFull timeWork experience placementWork at office$50k - $100k
...26 Address: 12976 Main St. Job Family Group: Retail Banking Sales & Service Bilingual in Vietnamese and English is preferred... ..., and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with...PersonalContract workPart timeLocal areaImmediate startDay shift$56.16k - $85.28k
...affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments,... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...PersonalFull timeTemporary workWork experience placementImmediate start$35.15k
...Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...years of mortgage lending and proven sales experience in retail banking ~ Knowledge of real estate market in local area ~ Excellent...Full timeWork experience placementLocal areaImmediate startRelocation- ...purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding,... ...lives of service and faith. Provide personal, actionable and achievable advice and connect...Personal
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