Relationship Banker: Client Accounts & Loans Specialist
First Bank
First Bank is seeking a Banking Specialist II to join our branch team in California. This role focuses on opening new accounts, handling transactions, and providing exceptional client service while building relationships with clients and cross-selling products. A strong emphasis on accuracy, compliance, and customer care is essential. You will support daily branch operations, assist with loan applications and disclosures, and work to grow client satisfaction. #J-18808-Ljbffr First Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker: Client Accounts & Loans Specialist in Westlake Village, CA vacancy
- First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive referrals, support digital adoption, and contribute to branch goals. Ideal candidates...Suggested
- Bank of America in Malibu, CA is seeking a client-focused team member to help customers complete transactions and learn self-service... ...adherence to financial regulations. The position emphasizes relationship building, cash handling, and delivering an exceptional client...SuggestedWork at office
- VCCU in Thousand Oaks is seeking a part-time Teller/Member Services Associate to open new accounts, process loans, and support everyday banking needs in a community-focused credit union. Youll handle basic teller duties, cross-sell services, and assist members with empathy...SuggestedPart time
$20.75 - $25.5 per hour
...United States About this Role The Relationship Banker is responsible for building client relationships, identifying... ...new and existing clients to open accounts, deepen relationships, generate referrals... ...cards, credit cards, consumer loans, home equity products, and digital...SuggestedHourly payFor contractorsWork at officeRemote workBelay Bank
Westlake Village, CA15 hours ago- ...Banking Specialist II This position, Banking Specialist... ...many other names: New Accounts Representative, Senior... ...training and skills to help clients with new accounts as... ...originating consumer loan applications.... ...possible. Ensuring continued relationships with our clients by...SuggestedBank staffImmediate startFlexible hours
FirstBank
Westlake Village, CA15 hours ago - ...Relationship Banker Simi Valley, California;Westlake Village, California To proceed with your... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Oral Communications Problem Solving Account Management Client Experience Branding...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Thousand Oaks, CA1 day ago - ...are seeking an organized, resourceful, and highly motivated Account Specialist to join our small but growing team. This role is ideal for a... ...Responsibilities Support day-to-day account management activities and client-related projects. Manage multiple priorities and workflows...Shift work
CBS Manufacturing Group
Westlake Village, CA16 days ago - ...Private Client Banker You have a passion for taking... ...by building lasting relationships, doing the right thing... ...needs Partners with Specialists (Private Client Advisors... ...to access their accounts 24 hours a day/ 7 days... ...qualification requirements for Loan Originators. As such,...Immediate startAfternoon shift
$25 - $26.77 per hour
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ...Focus Oral Communications Problem Solving Account Management Client Experience Branding...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting...
- JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking division to manage a portfolio of large, profitable business clients and drive growth through new client acquisition and deepening existing relationships. The role emphasizes...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and broader customers by managing comprehensive banking relationships across the firm. The role focuses on proactive relationship management, referrals, and delivering tailored...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and... ...to individuals and families. You will build long-term client relationships, deliver personalized investment solutions, and support clients...
- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support... ..., acting as the primary contact for inquiries related to accounts and reporting. The role emphasizes collaboration across Operations...
$41.72k - $67k
...business solutions).Offers clients advice and guidance on available... ..., and building new relationships within the community.Addresses... ...next steps.Broader work or accountabilities may be assigned as needed.Qualifications... ...an originator of consumer loans as defined by Regulation Z,...Part timeLocal areaImmediate startDay shiftBmo
Woodland Hills, CA4 days ago$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo... ...deepens, and manages relationships with affluent customers... ...banking needs-opening accounts, handling service requests... ...management of complex client needs Demonstrate... ...your start date. Loan Originators must meet...Temporary workWork experience placementImmediate startWells Fargo
Westlake Village, CA3 days ago$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo... ...deepens, and manages relationships with affluent customers... ...banking needs-opening accounts, handling service requests... ...management of complex client needs Demonstrate... ...your start date. Loan Originators must meet...Temporary workWork experience placementImmediate startWells Fargo
Westlake Village, CA3 days ago- ...First Bank is seeking a Banking Specialist III to grow client relationships and provide financial solutions across bank products. The role emphasizes... ...experience. Responsibilities include opening new accounts, supporting loan processes, and promoting digital banking tools...
FirstBank
Westlake Village, CA1 day ago - A financial services company in Thousand Oaks is seeking a Loan Officer to help clients secure financing. The role involves assessing loan applications, recommending products, and guiding clients through the loan process. Candidates must have a current Loan Officer license...Full time
- As a Loan Officer at West Capital Lending, you will be instrumental in helping clients secure financing that suits their individual needs. You’ll guide clients through... ...regulations Build and maintain strong client relationships to ensure satisfaction and referral...Full timeWork at office
- A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking...
- ...Private Banker We are actively looking for exceptionally talented... ...a first-class experience to clients within J.P. Morgan's U.S.... ...that has the resources, specialists and intellectual capital to... ...Responsibilities Manage and maintain relationships with clients by earning...Temporary workWork experience placementLocal area
Chase
Westlake Village, CA2 days ago - ...PrimeLending products and services to its client base of realtors, builders, bank... ...Responsibilities Evaluates PrimeLending’s and other loan products and services and determines... .... Establishes and maintains relationships with realtors, builders and new home sales...Work at officeLocal areaDay shift
- ...by building lasting relationships, doing the right thing... ...needs. As a Private Client Banker in Branch Banking,... ...needs Partners with Specialists (Private Client... ...options to access their accounts 24 hours a day/ 7 days... ...qualification requirements for Loan Originators. As such,...Immediate startAfternoon shift
- TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families... ...planning, credit, and banking. This role involves managing client relationships, generating new business, and ensuring compliance with regulatory...
$22 - $26 per hour
...hear from you! What You’ll Do Open new accounts and establishing new memberships including... .... Process consumer and/or business loan applications - Interviews loan applicants... ...sell opportunities expanding the member relationship based on account history and needs, including...Shift work$60k - $100k
...Client Portfolio Sales Consultant Become a Rusnak! Join Rusnak Auto Group, a leading... ...Wellness Program ~ Flexible Spending Account ~ Employee Referral Bonus Program ~... ...Implement strategies that strengthen Client relationships and achieve increased Client...Local areaImmediate startFlexible hours- ...Internet Sales Consultant/Client Portfolio Sales Consultant Become a Rusnak! Join Rusnak... ...Wellness Program ~ Flexible Spending Account ~ Employee Referral Bonus Program ~... ...strategies that strengthen Client relationships and achieve increased Client satisfaction...Local areaImmediate startFlexible hours
$50k - $150k
...lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and... ..., or list of new and existing customer accounts to achieve significant sales targets. Develop... ...customers and build positive relationships to generate future sales and repeat business...Work experience placementShift work- JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment... ...guidance to individuals and families. You will rely on strong relationships and product knowledge to help clients meet their financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Client Accounts & Loans Specialist. Be the first to apply!
Related searches
- personal banker Westlake Village, CA
- private banker Westlake Village, CA
- customer support representative Westlake Village, CA
- customer service account specialist Westlake Village, CA
- benefits customer care representative Westlake Village, CA
- client service consultant Westlake Village, CA
- customer experience agent Westlake Village, CA
- customer service expert Westlake Village, CA
- customer service officer Westlake Village, CA
- financial customer service representative Westlake Village, CA