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Bank • vallejo ca
serp_jobs.last_updated.last_updated_variable_days
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Westamerica is among the largest commercial banks headquartered in California.We are looking for outstanding people to join our winning team.
We reached our current strength because our employees, c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A California bank in Pinole seeks a part-time Customer Service Representative to assist customers with banking transactions.
Responsibilities include performing teller transactions, providing custom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Job Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible Growth and delive...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Managing Director serves as the point person in determining the customer’s needs and meeting them through the seamless delivery of the bank's products, services and associated resources within ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Bank Of America Financial Center Position.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Customer Service Representative.Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Pinole Branch.
The Customer Service Representative is re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
This position, Banking Specialist II, may be called by many other names : New Accounts Representative, Senior Teller, etc.
At First Bank, we choose to call you a "specialist" because that is what you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Are you looking for more? Find it here.At Wells Fargo, we believe that a meaningful career is much more than just a job.It's about finding all of the elements that help you thrive, in one place.Liv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Wealth Advisor - Mechanics Bank
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serp_jobs.job_card.full_time
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Webster BankVallejo, CA, USserp_jobs.job_card.full_time
Float Teller - Vallejo and East Bay Area
first-bankVallejo, CAserp_jobs.job_card.full_time
Personal Banker Bayside Terrace District
WELLS FARGO BANKPINOLE, California, United States of Americaserp_jobs.job_card.full_time
Wealth Advisor - Mechanics Bank
LPL FinancialEl Sobrante, CAjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionHigh school diploma or equivalent (Bachelor’s Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations : Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment / insurance products and financial planning Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills
Job Overview :
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.
Responsibilities :
- Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
- Providing comprehensive, needs- based financial solutions to clients by offering a range of investment / insurance solutions
- Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
- Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
- Delivering a high quality customer service experience during each customer interaction
- Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
- Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages creativity and continuous improvement .
Requirements :
Preferences :
Core Competencies :
#LI-Onsite
Pay Range : 68640 - 80000The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.