Wealth Management Advisor

Union Bank


Associate, Relationship Manager
Union Bank • La Mesa, CA, United States • via JobzMall
$50K–$75K a year
Full–time
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Qualifications
You should also have excellent problem-solving abilities and be highly organized
Responsibilities
You will be responsible for deepening customer relationships and providing world-class client support to ensure that our clients have a positive experience with us.To be successful in this role, you should possess strong interpersonal and communication skills, as well as a commitment to providing outstanding customer service
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Job description
As an Associate Relationship Manager at Union Bank, you will be part of a dynamic team of professionals dedicated to providing exceptional service to our clients. You will be responsible for deepening customer relationships and providing world-class client support to ensure that our clients have a positive experience with us.To be successful in this role, you should possess strong interpersonal an...
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U.S. Bank


Wealth Management Advisor
U.S. Bank • Watsonville, CA, United States • via Bandana.com
12 days ago
$1,70,255 a year
Full–time
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Qualifications
Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience
5+ years of proven success in a corporate/commercial banking environment or similar sales role, with a focus on new client acquisition
Strong understanding of commercial banking products and services, including credit, treasury, and cash management
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Benefits
_Base pay for this role usually falls within $200,000 to $215,000
Additional considerations regarding base pay levels are based on candidate qualifications
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work
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Responsibilities
As Business Development Executive (BDE), your primary focus is driving growth by identifying, prospecting, and acquiring new corporate and commercial banking clients with over $50MM in annual revenue
This role is tailored for a results-driven professional passionate about building strong client relationships and expanding the bank’s market presence
Your success will be measured by your ability to cultivate leads, secure new business, and contribute to the bank’s overall revenue and market share growth
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