Relationship Banker: Personal Banking & Lending Advisor
BMO U.S.
A leading financial institution is seeking a skilled individual in Anaheim to deliver exceptional banking services, develop relationships with customers, and provide tailored financial solutions. The ideal candidate will have a strong background in consultative sales and possess the ability to engage with clients to understand their needs. Additional qualifications include effective use of digital tools and a commitment to enhancing customer loyalty. This position offers a competitive salary and growth opportunities within the company. #J-18808-Ljbffr BMO U.S.
- ...seeking a dedicated customer service representative in Stanton, California. In this role, you'll engage with clients to assess their banking needs and provide tailored financial solutions. Ideal candidates should have 2-3 years of experience, be bilingual in Spanish and/...Personal
- ...is seeking a motivated individual for a customer engagement role focusing on retail banking sales and service. This position involves identifying customer needs, providing personalized financial solutions, and engaging clients to ensure a superior banking experience. Candidates...Personal
$41.71k - $69k
...Job Family Group: Retail Banking Sales & Service Delivers exceptional... ..., retail investments, lending solutions, home financing (... ..., and building new relationships within the community. * Addresses... ...credit recommendations for personal lending transactions, including...PersonalContract workPart timeLocal areaImmediate startDay shift- ...This role involves guiding customers through banking options and collaborating with partners to enhance client relationships. The ideal candidate has experience in... ...service or sales, a commitment to providing personalized experiences, and strong communication skills...Personal
- ...role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National... ...of contact for everyday banking needs, products and services... ...partners across Wealth, Home Lending, and Business Banking to deliver... ...expectations, and taking personal ownership to convert qualified...PersonalFull timeTemporary workWork experience placementImmediate start
$250k
...Personal Banker Safe Act - Garden Grove Branch Working at Citi is far... ...50K, recognize/refer larger lending opportunities and cross sell... ...inbound calls to acquire new relationships and deepen existing... ...relevant experience ~ Previous banking, retail, or sales experience...Personal$23 - $25 per hour
...Credit Union Build relationships. Build futures. Build... ...Credit Union (OCFCU), banking is personalalways has... ...position comes with a personalized schedule (in 23-week periods... ...! As a Personal Banker / Member Service... ...openings, and consumer lending Sales & Communication...PersonalHourly payWeekday work$19 - $23 per hour
...operational support, cross‑selling bank products/services, and... ...are met. Provide quality personalized customer service, maintain frequent... ...customer contact to expand relationships and ensure customer... ...appropriate (e.g., Financial Advisors, Mortgage Loan Originators,...PersonalWork experience placement$132.5k - $205k
...Overview At Sunflower Bank, N.A., we’re... ...offer a full range of relationship-focused services to meet personal, business, and wealth... ...The Private Banker is responsible for... ...families. As a trusted advisor, this role manages... ...Follow established lending procedures and perform...PersonalFlexible hours- ...understood. We build lasting relationships by doing the right... .... As a Relationship Banker in a Chase Branch, you... ..., using the latest banking solutions and cutting‑... ...meet with them, both in person and over the phone, to... ...Dodd Frank/Truth in Lending Act This position is subject...PersonalImmediate startAfternoon shift
$19 - $23 per hour
...come join our team! At Cathay Bank - we strive to provide a... ...goals are met. Provide quality personalized customer service, maintain... ...customer contact to expand relationships and ensure customer retention... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,...PersonalWork experience placement$41.71k - $50.5k
Hispanic Alliance for Career Enhancement is looking for a Retail Banking Sales & Service Representative in Anaheim, CA. The role... ...50,500.00 and a salaried pay type, fostering opportunities for personal growth and impact. #J-18808-Ljbffr Hispanic Alliance for Career...Personal$28.85 - $33.65 per hour
...Description The Financial Solutions Advisor Stage I (FSA I) is... ...builds, manages, and grows client relationships, assessing clients’ complex... ...The role includes delivering Bank of America’s core banking services... ...that support employees’ personal and professional growth. #J-...PersonalHourly payMonday to FridayShift workDay shift$190k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with... ...commercial and commercial real estate lending, risk management, and credit quality... ...oversight. You'll serve as a trusted advisor-originating and expanding loans,...Work experience placementWork at officeLocal areaFlexible hours$121k - $192k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities... ...Awards. We are looking for a Relationship Banker (Commercial Lending)in Encino, Chino Hills, Tustin or Irvine, CA. This...Work experience placementWork at officeLocal areaFlexible hours$80k
...nationwide Registered Investment Advisor, is seeking an Advisor to... ...build and deepen client relationships, deliver comprehensive planning... ...risk/return tradeoffs, and personal financial planning concepts,... ...services, wealth management, banking, or a related client service...PersonalContract workInternship- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed to... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$41.71k - $50.5k
Bank of Montreal is seeking a Retail Banking Associate in Anaheim, California, to provide exceptional customer service and financial guidance. The role involves identifying customer needs, executing transactions, and collaborating with team members to improve overall customer...Personal$44.3k - $73k
Fifth Third Bank seeks a Personal Banker II in Anaheim, California, to develop and maintain strong customer relationships, helping clients with their financial needs. The ideal candidate has at least one year of customer service experience or a college degree and demonstrates...Personal$127.63k - $237.01k
PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra- high... ...clients including banking, credit, asset management... ...of Influences, personal community involvement... ...trust, investment, and lending needs require a consistently...PersonalRemote work- Personal Banker page is loaded## Personal Bankerlocations: Irvine, Californiatime... ...id: R5666**Mechanics Bank** is currently searching for... ...maintain strong customer relationships to ensure customer satisfaction... ...bank whose core banking and lending principles reflect that of a...Personal16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hours
$25 - $27.88 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...for operational excellence Builds relationships with clients to meet financial needs... ...partnering with experts in small business, lending, and investments Manages financial...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$250k
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$28.85 - $33.65 per hour
...Loan Originators; FINRA. At Bank of America, we are guided by... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...where you receive dedicated and personalized classes for your Securities... ...building and managing client relationships to considering a client’s complex...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Job Description At Bank of America, we are guided by a common purpose to help make financial... ...for operational excellence Builds relationships with clients to meet financial needs... ...partnering with experts in small business, lending, and investments Manages financial...Work at officeShift workWeekend workDay shift
- Relationship Banker - Orange Coast East Market At Bank of America we are guided by a common purpose to help make financial lives better through the power of... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Full timeWork at officeShift workWeekend workDay shift
- ...understood. We build lasting relationships by doing the right... .... As a Relationship Banker in a Chase Branch, you... ..., using the latest banking solutions and cutting‑... ...meet with them, both in person and over the phone, to... ...Dodd Frank/Truth in Lending Act This position is subject...Immediate startAfternoon shift
$132.5k - $205k
Sunflower Bank, N.A. in Irvine, CA is seeking a Private Banker to foster long-term relationships with High-Net-Worth clients. Key responsibilities include offering tailored banking solutions, managing client relationships, and achieving deposit growth. Candidates should...- ...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
$19 - $23 per hour
...to work as a substitute for Relationship Banker I during absences,... ...operational support, cross‑selling bank products and services, and... ...are met. Provide quality personalized customer service, maintain... ...appropriate (e.g., Financial Advisors, Mortgage Loan Originators,...Hourly payFull timeWork experience placementBank staffFlexible hoursShift work
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