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
- 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
...About this Role The Relationship Banker is responsible for building client relationships, identifying financial needs... ...new and existing clients to open accounts, deepen relationships, generate... ...debit cards, credit cards, consumer loans, home equity products, and...SuggestedHourly payRemote work- Banking Specialist II This position, Banking Specialist... ...many other names: New Accounts Representative, Senior... ...and skills to help clients with new accounts as well... ...originating consumer loan applications.... ...Ensuring continued relationships with our clients by processing...SuggestedImmediate startFlexible hours
- ...Relationship Banker Agoura, California **To proceed with your application, you must be at least 1... ...Responsible Growth and delivering for our clients, teammates, communities and... ...Oral Communications + Problem Solving + Account Management + Client Experience Branding...SuggestedWork 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...Suggested
- 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...
- ...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
- 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...
- ...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
- ...enthusiastic and attentive Level 1 Specialist with a talent for generating... ...prospects, maintaining relationships, and processing orders.... ...done to the product. The Client Relations team also offers assistance... ...incoming checks into the Accounting Check log. Ensure that...Work experience placementMonday to Friday
- ...Hankey Group in Agoura Hills, CA is seeking a Dealer Service Representative to support loan origination by reviewing applications, verifying information, and ensuring regulatory compliance. This on-site role requires meticulous attention to detail and strong communication...
- 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
$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive... ...: 210633297 Job Category: Client Advisory Business Unit:... ...platform that has the resources, specialists and intellectual capital to... ...Manage and maintain relationships with clients by earning trust...Full timeTemporary workWork experience placementLocal area- JPMorganChase in the United States is seeking a seasoned Private Banking professional to manage relationships, provide investment guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration, and adherence to risk controls across...
- ...exceptionally talented professionals who are collaborative, confident and client‑focused to deliver a first‑class experience to clients. You... ...environment. The role emphasizes building trusted client relationships, advising on balance sheets, asset allocation, wealth planning...
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for operational excellence Builds relationships with clients to meet financial needs... ...Oral Communications Problem Solving Account Management Client Experience Branding...Work at officeFlexible hoursShift workWeekend workDay shift
- Acrisure is seeking an on-site team member in California to support account managers and provide excellent service to clients. The role involves understanding insurance services, assisting with requests, and helping maintain smooth client communications within a dynamic...
- ...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
- ...memorable experiences for our clients and employees, making them... ...understood. We build lasting relationships by doing the right thing, exceeding... .... As a Relationship Banker in a Chase Branch, you will represent... ...requirements for Loan Originators. As such, an employment...Immediate startAfternoon shift
- ...Internet Sales Consultant at our Westlake Village BMW dealership to convert internet inquiries into sales while managing a dedicated client portfolio. You will deliver personalized service for luxury brands and contribute to growth targets set by leadership. You will...
- Under the direction of the Lead/Primary Loan Originator, performs office or non-manual... ...products and services to the team's client base of realtors, builders, bank officers... ...Originators in order to qualify for a team relationship. Establishes and maintains...Work at officeLocal areaDay shift
- J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions... ...and families. The role includes building strong client relationships and delivering personalized investment strategies. The ideal candidate...
- Rusnak Auto Group in Westlake Village, CA is seeking a Client Portfolio Sales Consultant to manage exclusive client portfolios and drive new and pre-owned vehicle sales, products and services. The ideal candidate has 5+ years of automotive sales experience, strong communication...
$167k - $260k
...is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM... ...of complex cash flow, real estate loans, and certain other industry specific... ...surrounding areasCommercial banking account relationship management experience for...Full timeWork experience placementLocal area- ...PlainsCapital Company, is recruiting a seasoned Loan Originator to promote our home loan products to realtors, builders, and clients in the Westlake Village area. You will... ...on product options, and maintain ongoing relationships with customers, agents, and internal teams...Local area
$50.07k - $70.78k
...placing over $1B of media annually – all focused on helping our clients sell more cars and trucks. We pride ourselves on being more... ...detail-oriented and motivated entry-level individual to join our Account Services team in the position of Account Coordinator. The individual...Temporary workFreelanceLocal areaFlexible hours$25 - $35 per hour
...Job Description Job Description Position Title: Accounts Receivable Coordinator (Part Time) Location: In-Office We are a growing... ...to work on unique, high-end residences with exceptional clients. We value a positive team environment where individuals support...Part timeWork experience placementFor subcontractorWork at office$3,300 per month
...looking for a Mortgage Processor for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You... ...and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables...Permanent employmentContract workWork experience placementCasual workWork at officeLocal area$61k - $119k
...unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path... ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training...Full timeContract workFor contractors- ...advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and... ...Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health...Temporary workWork at officeImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Client Accounts & Loans Specialist. Be the first to apply!
- hospital customer service representative Westlake Village, CA
- customer experience agent Westlake Village, CA
- service person Westlake Village, CA
- financial customer service representative Westlake Village, CA
- customer service representative insurance Westlake Village, CA
- customer experience associate Westlake Village, CA
- customer relations associate Westlake Village, CA
- client service officer Westlake Village, CA
- customer service specialist Westlake Village, CA
- customer service assistant Westlake Village, CA


