Client Solutions Banking Advisor
National Black MBA Association
A leading financial services organization is seeking a motivated team member to engage with clients in Dublin, California. You will educate and assist clients with transactions through self-service resources, while building strong relationships to meet their financial needs. Ideal candidates will have strong problem-solving skills, a customer-focused approach, and ideally, some sales experience. The role requires a flexible schedule and offers competitive benefits. #J-18808-Ljbffr National Black MBA Association
$70k - $80k
...for a candidate to provide comprehensive advice and customized solutions to clients for achieving their financial goals. This role involves... ...The position offers a salary range of $70,000 - $80,000 annually, depending on qualifications. #J-18808-Ljbffr Bank of AmericaSuggested- ...provide welcoming and attentive service to clients, using your financial knowledge to... ...include engaging clients, educating them on banking technology, and building relationships.... ...position offers a competitive salary and benefits package. #J-18808-Ljbffr Koitecc SolutionsSuggested
$70k - $80k
...Description This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and...SuggestedTemporary workMonday to FridayShift workDay shift- ...is looking for a qualified financial advisor. As a team member, you will help clients achieve their financial goals through customized solutions while ensuring compliance with regulations... ...Responsibilities include recommending banking strategies, managing client...Suggested
- ...In this role, you will provide exceptional service to clients, helping them with their financial needs and leveraging technology solutions. The ideal candidate should bring 1+ year of experience in retail banking, have excellent communication skills, and be able to resolve...Suggested
- Bank of America seeks a motivated individual to engage clients and assist with transactions using self-service resources. Responsibilities include processing cash transactions and building relationships to meet financial needs. Required qualifications include a high school...Weekend work
- ...represent our brand, providing exceptional service using cutting-edge technology. You will manage and retain client relationships, educate clients about banking solutions, and ensure compliance with regulatory requirements. A high school diploma or GED is required, along...
$29.27 - $38.84 per hour
Job Title: Client Contact Center Personal Banker Location: Livermore... ...Position Summary Fremont Bank — one of the Bay Area’s most... ...with comprehensive financial solutions, advanced technology, and exceptional... ...Loan Officers, and Financial Advisors to connect customers to...Hourly payWork experience placementLocal areaFlexible hoursWeekend work$75k - $150k
East West Bank in Pleasanton, California is seeking a Portfolio Manager for the Commercial Real Estate Banking team. This role involves... ...financial statements to make lending decisions, managing client relationships, and participating in business development activities...- ...financial institution is seeking a Financial Solutions Advisor Stage I in San Ramon, California. This... ...tailored financial solutions to clients. Candidates should possess a strong client... ...career path within a dynamic financial environment. #J-18808-Ljbffr Bank of America
$63.3k - $117.2k
Bank of Montreal is seeking a financial advisor in Castro Valley, CA. This role focuses on client acquisition, providing holistic banking and investment solutions while achieving sales targets. Candidates should have 3+ years of experience in financial services and must...$80k - $90k
...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...insights of Merrill coupled with the banking convenience of Bank of America.... ...specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift$75k - $150k
Introduction Since 1973, East West Bank has served as a pathway to success. With over 1... ...credit for approval Credit monitoring Develop solutions for problem loan credit Responsible for... ...on portfolio of loans Maintain & expand client relationship Manage loan renewal process...- ...are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly...Afternoon shift
- Fremont Bank in Livermore, CA is seeking a Client Contact Center Personal Banker to enhance client relationships through proactive outreach and support. This role involves making 25-50 outbound calls daily to connect with clients, introducing them to banking products and...
- A major financial institution is seeking a motivated client engagement professional in Castro Valley to assist clients with self-service banking transactions while fostering strong relationships. Key responsibilities include managing cash transactions and providing guidance...
- This role engages clients in the lobby, educating and assisting with transactions through self‑service resources such as mobile banking, online banking, or ATM. The position accurately and... ...life priorities, connecting them to solutions that meet their financial goals....RelocationFlexible hoursShift workWeekend workDay shift
- ...Description This job is responsible for engaging clients in the lobby to educate and assist with... ...self‑service resources, such as mobile banking, online banking, or ATM. Key... ...life priorities and connecting clients to solutions that meet the financial goals. This position...Flexible hoursShift workWeekend workDay shift
- ...for assisting in sales and product service activities to foster client relations and build loyalty. The ideal candidate will have a... ...along with clear communication skills and a preference for past banking or retail experience. Responsibilities include working with business...
- ...are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly...Immediate startAfternoon shift
- ...At Bank of America, we are guided by a common purpose to... ...Growth and delivering for our clients, teammates, communities and shareholders... ...and presenting customized solutions to clients to help them... ...the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators...Work at officeFlexible hoursShift workWeekend workDay shift
$5,000 per month
...that could breathe new life into business banking and wealth management. They founded... ...Our interactive partnership between our clients and our team drives success, builds legacies... ...existing practice as team-based Financial Advisor Associate within our Trust & Family Office...Work experience placementWork at officeLocal area$25 - $27.88 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. **This position...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Career Enhancement in San Lorenzo is looking for a skilled professional to act as the primary client contact, helping to uncover financial needs and providing holistic banking solutions. Your role will involve collaborating with partners to build relationships and achieve...
- BMO U.S. is looking for a skilled financial advisor in Castro Valley, CA. The role focuses on acquiring new clients, providing personalized banking and investment solutions, and achieving sales targets. Ideal candidates will have over 3 years of experience in financial...
- ...California, to build and maintain strong client relationships. This role requires at... ...one year of sales experience in retail banking and strong communication skills. Responsibilities... ...compensation and comprehensive health coverage. #J-18808-Ljbffr Koitecc Solutions
- ...seeking a Relationship Banker to represent the brand while providing exceptional client service. The role involves managing and building relationships with clients by offering banking solutions and leveraging technology to address their financial needs. Candidates should...
- This role engages clients in the lobby to educate and assist with self‑service transactions (mobile, online, ATM)... ...financial priorities and connect them to appropriate solutions. Responsibilities Executes the bank's risk culture and strives for operational excellence...Shift workWeekend workDay shift
$22 - $25 per hour
...ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture... ...inquiries, make appropriate financial solutions and recommendations and assist with problem... ...referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial...Full timeFlexible hoursWeekend work$250k
...help increase sales to individual consumer clients. This job description provides a high-... ..., and present product offers/financial solutions Understand and comply with Citibank... ...years of relevant experience Previous banking, retail, or sales experience preferred...
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