Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banking Advisor & Client Experience Lead

BMO

BMO Harris Bank in California is seeking a customer-oriented specialist to welcome clients, discuss banking options, and guide them toward digital and personal solutions. You will collaborate with partners, identify referrals, and help achieve branch goals while delivering a high-level customer experience. The role emphasizes consultative sales, problem solving, and a team-based approach to meet daily objectives and ensure regulatory alignment. #J-18808-Ljbffr BMO

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banking Advisor & Client Experience Lead in Pico Rivera, CA vacancy
  • Bank of America is seeking a frontline Banking Center Associate in California to...  ...serve as the first point of contact for clients, uncover personal banking needs, and connect clients...  ...Minimum one year sales or related banking experience, strong communication skills, and the... 
    Personal
    Weekend work

    NBMBAA

    Los Angeles, CA
    2 days ago
  •  ...0137 Job Category Banking Associates Business...  ...for helping our clients, taking care of our...  ...to Private Client Advisors within Wealth Management...  ...and new lead generation Assist...  ...based on the role, experience, skill set and location...  ..., including personal banking, credit cards... 
    Personal
    Full time

    JPMorgan Chase & Co.

    La Mirada, CA
    1 day ago
  • Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal and small business banking needs, propose appropriate solutions, and connect clients to specialists when needed. You will... 
    Personal

    Bank of America Corporation

    Arcadia, CA
    2 days ago
  • Bank of America in Cerritos, California is hiring a Financial Center Associate who serves as the first point of contact for clients, uncovering personal banking needs and offering solutions. You will help clients with self-service options and simple transactions while... 
    Personal
    Work at office

    Bank of America Corporation

    Cerritos, CA
    15 hours ago
  •  ...Relationship Banker to enhance client relationships at a Chase...  ...hospitality, leverage digital banking tools, and provide...  ...lasting relationships through personalized service and cross-team collaboration...  ...delivering a superior client experience. #J-18808-Ljbffr Aumni
    Suggested

    Aumni

    San Gabriel, CA
    2 days ago
  • $50k - $100k

     ...Family Group: Retail Banking Sales & Service Delivers...  ...the desired customer experience and achieve overall business...  ...objectives. Takes a lead in proactively...  ...business solutions). Offers clients advice and guidance on...  ...recommendations for personal lending transactions,... 
    Personal
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Monterey Park, CA
    15 hours ago
  • Bank of America is seeking a frontline banking professional for a Financial Center position...  .... The role focuses on building strong client relationships, driving responsible growth...  ...excellent service through both personal support and self-service tools. You will... 
    Personal
    Full time
    Weekend work

    Bank of America Corporation

    Cerritos, CA
    4 days ago
  •  .... This leadership role mentors Universal Bankers and Tellers, guides clients and team members through complex transactions, and champions risk and control while delivering a superior client experience across digital and in-branch channels. The role requires strong sales... 

    Citigroup Inc.

    Los Angeles, CA
    1 day ago
  • Bank of America is hiring at a California financial center to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen client relationships, support self-service or transactional activities, and... 
    Personal
    Weekend work

    Bank of America Corporation

    Rosemead, CA
    2 days ago
  • BMO Bank in Baldwin Park, CA is hiring a Retail Banking Sales &...  ...identify customer needs, and guide clients toward suitable financial...  ...create a seamless customer experience and drive business results. You...  ...digital options, discuss personal banking and credit card needs... 
    Personal

    BMO

    Baldwin Park, CA
    1 day ago
  • $114.54k - $194.58k

     ...asset management and banking services, Northern...  ...to provide to our clients, and the...  ...years of financial experience and over 24,000 partners...  ...sophisticated clients using leading technology and...  ...to mid-sized personal trusts and...  ...Works with Investment Advisors to understand the... 
    Personal
    Work experience placement
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Los Angeles, CA
    15 hours ago
  • Bank of America in Paramount, CA is hiring a customer-focused professional to build client relationships, process transactions, and promote financial solutions. The role requires assisting clients with banking needs, following procedures, and maintaining regulatory compliance... 
    Full time

    Bank of America Corporation

    Paramount, CA
    3 days ago
  •  ...driven service. You will acquire, manage, and retain client relationships, using financial knowledge to offer...  ...solutions, work with a team of experts, and adhere to banking regulations while serving clients in person and by phone. #J-18808-Ljbffr JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    Los Angeles, CA
    4 days ago
  • JPMorgan Chase & Co. in Los Angeles is seeking a Relationship Banker to welcome clients, understand their financial goals, and introduce them to Chase banking solutions and digital tools. You will develop lasting client relationships by proactive outreach, tailored product... 

    JPMorgan Chase & Co.

    Los Angeles, CA
    1 day ago
  •  ...expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet their...  ...You will work with clients to understand their goals, explain banking products, and connect them with our team of specialists for complex... 

    Aumni

    Los Angeles, CA
    1 day ago
  • Bank of America Corporation is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service banking and complete cash transactions with...  ...approach to delivering exceptional client experiences. #J-18808-Ljbffr Bank of America Corporation
    Work at office

    Bank of America Corporation

    Bell Gardens, CA
    1 day ago
  •  ...Relationship Banker to deliver exceptional hospitality, build lasting client relationships, and promote Chase digital solutions in-branch....  ...to ensure seamless service, meet regulatory obligations, and help clients navigate banking #J-18808-Ljbffr JP Morgan Chase

    JP Morgan Chase

    Los Angeles, CA
    2 days ago
  • Bank of America is seeking a client-focused associate to educate clients on self-service options and accurately process transactions in a lobby setting...  ..., cash handling, and delivering a superior client experience across banking products and services. Weekend work and... 
    Weekend work

    Bank of America Corporation

    Bell Gardens, CA
    15 hours ago
  • $60.75k

     ...offering ticketing, curated guest experiences, live event production and...  ...access for corporate clients and fans looking for official...  ...holders through IMG, an industry-leading global sports marketing agency...  ...transport or venue operations. Personal attributes Client‑focused,... 
    Personal
    Hourly pay
    Temporary work
    Local area
    Flexible hours
    Afternoon shift

    TKO

    Los Angeles, CA
    5 hours ago
  •  ...brand of relationship banking and fostering a...  ...over $2.8 billion in client assets. Our advisors average $575,000 in...  ...individual will also lead within the organization...  ...provide an optimal experience and results for the...  ...actions and words.Takes personal initiative and is a... 
    Personal
    Full time
    Immediate start

    Columbia Bank (WA, OR & ID)

    Los Angeles, CA
    15 hours ago
  •  ...Client Associate Unlock your potential...  ...Associate at J.P. Morgan Advisors, where you'll be...  ..., providing personalized solutions and...  ...wealth management experience. Your contribution...  ...liabilities planning, banking & lending...  ...Us Chase is a leading financial services... 
    Personal
    Local area

    Chase

    Los Angeles, CA
    5 hours ago
  • $170k

     ...meaningful contributions to client engagements and take on important...  ...is a specialty investment bank and provides M&A, capital raising...  ...with deep industry sector experience and over three decades of...  ...following:Associate - Beauty & Personal Care - Los Angeles or NYCAssociate... 
    Personal
    Full time
    Internship
    Work at office
    Local area
    Remote work

    MUFG

    Los Angeles, CA
    15 hours ago
  • $70.3k - $75k

     ...career as a Financial Advisor. Raymond James advisors...  ...consistent with our client’s objectives, time horizon...  ..., financial markets, banking, and the analysis and...  ...what’s best for their personal wealth management....  ...(HS) (Required) Work Experience General Experience - 3... 
    Personal
    Traineeship
    Work experience placement

    Raymond James

    Los Angeles, CA
    15 hours ago
  • $70.3k - $80.5k

     ...career as a Financial Advisor. Raymond James advisors...  ...consistent with our client’s objectives, time horizon...  ..., financial markets, banking, and the analysis and...  ...what’s best for their personal wealth management....  ...James. Education/Previous Experience Bachelor’s degree (B.A... 
    Personal
    Traineeship
    Work experience placement

    100 Raymond James & Associates, Inc.

    Los Angeles, CA
    3 days ago
  • BMO is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across channels...  ...teams to provide a seamless customer experience, handle transactions, and identify... 
    Personal

    BMO

    Compton, CA
    15 hours ago
  • BMO Harris Bank is seeking an energetic banking professional in California to deliver...  ...exceptional service and consult with customers on personal banking, lending, and digital options....  ...teams to enhance the overall customer experience. The role emphasizes compliance, risk... 
    Personal

    BMO

    Monterey Park, CA
    4 days ago
  • $50k - $100k

     ...Family Group: Retail Banking Sales & Service Join...  ...proven ability to uncover client needs, achieve sales...  ...deliver the desired customer experience and achieve overall...  .... Takes a lead in proactively engaging...  ...credit recommendations for personal lending transactions, including... 
    Personal
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    La Habra, CA
    2 days ago
  • Citi is seeking an entry-level Personal Banker in Granada Hills, California. You will support sales...  ...service team. The role emphasizes practical banking knowledge, cash handling, and a strong commitment to client experience. Qualified candidates bachelor’s degree and NMLS... 
    Personal

    Citi

    Los Angeles, CA
    15 hours ago
  • U.S. Bank is seeking a Relationship Banker in Los Angeles to build lasting client relationships by meeting face to face and advising on banking needs. You will open accounts...  ..., ensuring compliant processes and a positive client experience daily. #J-18808-Ljbffr U.S. Bank
    Personal

    U.S. Bank

    Los Angeles, CA
    1 day ago
  • $250k

     ...Personal Banker Safe Act The Personal Banker Safe Act is an entry...  ...sales to individual consumer clients. Responsibilities: Work...  ...delivering remarkable client experience Provide Tellers and other...  ...relevant experience ~ Previous banking, retail, or sales experience... 
    Personal

    Citigroup

    Los Angeles, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking Advisor & Client Experience Lead. Be the first to apply!