Top 18 Financial services Jobs in Merced, Ca

Relationship Banker- Merced Area
Bank of America —Merced, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Paraplanner
Ameriprise Financial - California —Merced, CA
- $28 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Mortgage Loan Officer
US Mortgage Corporation —California
- $50,000 - $203,178 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market
Bank of America —Turlock, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Real Estate Agent - New or Experienced - Coldwell Banker
Coldwell Banker —Merced, CA
- From $100,000 a year
- Part-time
- Real Estate License
- Communication skills
- Entry level
Quick Apply
5d
Commercial Loan Officer
Cooperative Business Services LLC —United States
- $100,000 - $130,000 a year
- 8 hour shift
- Customer service
- 5 years
- Mid-level
- Paid holidays
- Disability insurance
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Mortgage Loan Officer | National Lender | Remote
Leadling —United States
- $100,000 - $300,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
Quick Apply

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Paraplanner
Ameriprise Financial - California —Merced, CA
Answer and route phone calls, providing prompt responses to client inquiries. Process trades and transactions (solicited trades require advisor approval if…
$28 - $33 an hour
Quick Apply

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Financial Representative
Modern Woodmen Fraternal Financial —Columbus, OH
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7…
$55,494 - $180,000 a year
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Financial Services Professional
New York Life —Dublin, OH
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8…
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financial services jobs near merced, ca

Relationship Banker- Merced Area

Bank of America -
Merced, CA

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Job Details

Full-time
$25.00 - $26.77 an hour

Qualifications

Customer relationship building
Promoting bank products
High school diploma or GED
Schedule management
Customer engagement
Customer relationship management
Assisting with digital banking services
Solution selling approach
Customer service problem-solving

Full Job Description

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 delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

Responsibilities:

Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:

Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Skills:

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week:

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Refine Your Search

financial services jobs in merced, ca

Relationship Banker- Merced Area

Paraplanner

Mortgage Loan Officer

Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market

Real Estate Agent - New or Experienced - Coldwell Banker

Commercial Loan Officer

Remote Financial Advisor

Mortgage Loan Officer | National Lender | Remote

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