Top 444 Financial services Jobs in Tustin, Ca

Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Financial Advisor (Commission-based)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Mortgage Loan Officer (Lake Forest, California)
Rocket Companies —Lake Forest, CA
- $20 an hour
- Full-time
- No experience needed
- Fair chance
- Communication skills
- Health insurance
- Dental insurance
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Services Representative (Commission-Based) | Flexible Schedule | Training Provided
Driven Financial —Chino Hills, CA
- $10,000 - $150,000 a year
- Temporary
- Hybrid work
- Background check
- No experience needed
- Communication skills
- Work from home
- Flexible schedule
Quick Apply
Bilingual Chinese Insurance and Financial Service Rep
New York Life Insurance Company —Irvine, CA
- $37,957 - $70,445 a year
- Monday to Friday
- Sales
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
4d
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
VP, Financial Consultant- Brea, CA
Charles Schwab —Brea, CA
- $70,000 - $120,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Cerritos, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —San Dimas, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- No experience needed
- Business development
- Disability insurance
- Health insurance
Quick Apply
11d
Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Newport Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Senior Financial Advisor
Three Arch Wealth Management —Irvine, CA
- $70,000 - $650,000 a year
- Full-time
- Hybrid work
- Background check
- Senior level
- Leadership
- Relocation assistance
- Health insurance
Quick Apply
1d
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Relationship Banker (Commercial Lending) - Monarch Beach, CA
California Bank & Trust —Monarch Beach, CA
- $100,000 - $115,000 a year
- Mid-level
- Office
- Finance
- Profit sharing
- Paid training

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financial services jobs near tustin, ca

Associate Banker-Bilingual Chinese Preferred

East West Bank -
Irvine, CA

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Job Details

Full-time
$20.00 - $21.50 an hour

Benefits

Opportunities for advancement

Qualifications

High school diploma or GED

Full Job Description

Introduction:

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview:

Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

As an Associate Banker, you will play a key role in

helping customers with their day-to-day financial needs
recommend the right product that fit customer’s need
connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs
introducing the bank’s latest technology products to meet our customers’ expanding needs

We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.

Responsibilities:

Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange
Document large deposit over Currency Transaction Reports
Identify fraudulent activity to prevent potential loss to the bank
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Maintain strong relationships with existing customers and cultivate new customer relationships
Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs
Have strong knowledge in using digital resources and technologies to optimize clients’ digital banking experience
Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals
Demonstrate the ability to learn and adapt to new processes and technology platforms quickly
May perform other duties as assigned

Qualifications:

High school diploma or general education degree (GED) required; Bachelor’s degree highly preferred
1 year of recent customer service and cash handling experience
1 year of previous teller / new account experience in a banking institution preferred
Ability to learn products, services, and procedures quickly and accurately
Excellent customer service skills
Strong attention to details and time management skills
Proficiency in Microsoft Word and Excel
Flexibility to work on weekends when needed

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation: The base pay range for this position is USD $20.00/Hr. - USD $21.50/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Work Location: In person

Apply Now

Refine Your Search

financial services jobs in tustin, ca

Associate Banker-Bilingual Chinese Preferred

Financial Advisor (Commission-based)

Mortgage Loan Officer (Lake Forest, California)

Financial Advisor - Orange County

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Financial Services Representative (Commission-Based) | Flexible Schedule | Training Provided

Bilingual Chinese Insurance and Financial Service Rep

Financial Services Management Trainee/ Southern California Applicants Only

Private Equity Investment Sales Associate

Wealth Management Associate

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

VP, Financial Consultant- Brea, CA

Financial Services Professional

Associate Banker-Bilingual Chinese Preferred

Financial Advisor

Financial Services Professional

Accelerated Path to Management Program

Senior Financial Advisor

Financial Advisor

Relationship Banker (Commercial Lending) - Monarch Beach, CA

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