Float Client Relationship Consultant 3 (Banker) - Las Tunas, CA (36Hrs) US BankFloat Client Relationship Consultant 3 (Banker) - Las Tunas, CA (36Hrs)San Gabriel, CA$27.22–$33.26 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 4 (Banker) - Maywood, CA - Bilingual Spanish and English U.S. BankClient Relationship Consultant 4 (Banker) - Maywood, CA - Bilingual Spanish and EnglishMaywood, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. - Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training - Bilingual ability to read, write, and speak in business-level proficiency of Spanish language and English Preferred Skills/Experience .
Client Relationship Consultant 2 (Banker) - Walmart - Baldwin Park , CA (35hrs) - Bilingual Spanish and English U.S. BankClient Relationship Consultant 2 (Banker) - Walmart - Baldwin Park , CA (35hrs) - Bilingual Spanish and EnglishBaldwin Park, California$23.19–$28.35 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Basic Qualifications - High school diploma or equivalent- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training - Bilingual ability to read, write, and speak in business-level proficiency o Spanish language and English.
Float Client Relationship Consultant 3 (Banker) - Chino, CA (36Hrs) US BankFloat Client Relationship Consultant 3 (Banker) - Chino, CA (36Hrs)Chino, CA$25.49–$31.15 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Project Manager, Client Services (Customer Service, Order‑To‑Cash, Contract Lifecycle, Med. Device) DanaherProject Manager, Client Services (Customer Service, Order‑To‑Cash, Contract Lifecycle, Med. Device)Brea, CA$105,000–$125,000 / yearApplying PMO best practices, Lean/DBS methodology, and strong change leadership, this role translates strategic priorities into executable project plans and sustained adoption, supporting initiatives across the full contract lifecycle-from customer proposals and contract booking to ordering channels, compliance, billing, revenue protection, and lifecycle management. The Project Manager, North America Client Services leads high‑impact, cross‑functional initiatives to improve operational performance, scalability, compliance, and customer experience across the Client Services value chain.
Float Client Relationship Consultant 3 (Banker) - Chino, CA (36hrs) U.S. BankFloat Client Relationship Consultant 3 (Banker) - Chino, CA (36hrs)Chino, California$25.49–$31.15 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Client Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30hrs) U.S. BankClient Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30hrs)Huntington Beach, California$23.19–$28.35 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Float Client Relationship Consultant 3 (Banker) - Las Tunas, CA (36hrs) U.S. BankFloat Client Relationship Consultant 3 (Banker) - Las Tunas, CA (36hrs)San Gabriel, California$27.22–$33.26 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 4 (Banker) - Manhattan Beach, CA U.S. BankClient Relationship Consultant 4 (Banker) - Manhattan Beach, CAManhattan Beach, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 2 ( Banker) - Villa Park, Orange, CA (24hrs) U.S. BankClient Relationship Consultant 2 ( Banker) - Villa Park, Orange, CA (24hrs)Villa Park, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs) U.S. BankClient Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs)Corona, California$21.68–$26.50 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 2 (Banker) -San Marino, CA (30hrs) - Bilingual Mandarin and English U.S. BankClient Relationship Consultant 2 (Banker) -San Marino, CA (30hrs) - Bilingual Mandarin and EnglishSan Marino, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Tax Director - Private Client Services AndersenTax Director - Private Client ServicesCosta Mesa, California$220,000–$300,000 / yearThe Requirements: At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
NewClient Relationship Consultant 2 ( Banker) - Anaheim Hills, CA (24hrs.) U.S. BankClient Relationship Consultant 2 ( Banker) - Anaheim Hills, CA (24hrs.)Anaheim Hills, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding AreasLos Angeles, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CASeal Beach, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewClient Relationship Consultant 4 (Banker) - Anaheim, CA U.S. BankClient Relationship Consultant 4 (Banker) - Anaheim, CAAnaheim, California$30.90–$37.76 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 3 (Banker) - San Pedro/South Bay Vons, CA U.S. BankClient Relationship Consultant 3 (Banker) - San Pedro/South Bay Vons, CASan Pedro, California$27.22–$33.26 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 4 (Banker) - Los Alamitos, CA U.S. BankClient Relationship Consultant 4 (Banker) - Los Alamitos, CALos Alamitos, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Relationship Consultant 4 (Banker) - Bellflower, CA U.S. BankClient Relationship Consultant 4 (Banker) - Bellflower, CABellflower, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.