Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker: Client Accounts & Loans Specialist in Westlake Village, CA vacancy
  • 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... 
    Suggested
    Part time

    Kids for the Future

    Thousand Oaks, CA
    5 days ago
  • $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... 
    Suggested
    Hourly pay
    Remote work

    First Bank & Trust Company

    Westlake Village, CA
    3 days ago
  • 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... 
    Suggested
    Immediate start
    Flexible hours

    FirstBank

    Westlake Village, CA
    4 days ago
  •  ...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... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Agoura Hills, CA
    4 days ago
  • 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

    Fairygodboss

    Westlake Village, CA
    6 days ago
  • 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.

    Westlake Village, CA
    2 days 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, CA
    a month ago
  • 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... 

    EP Wealth Advisors

    Westlake Village, CA
    2 days ago
  •  ...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 time
    Work at office

    West Capital Lending

    Thousand Oaks, CA
    3 days ago
  •  ...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 placement
    Monday to Friday

    BendPak Inc

    Agoura Hills, CA
    8 days ago
  •  ...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... 

    Hankey Group

    Agoura Hills, CA
    2 days 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

    West Capital Lending

    Thousand Oaks, CA
    4 days ago
  • $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 time
    Temporary work
    Work experience placement
    Local area

    Aumni

    Westlake Village, CA
    1 day ago
  • 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... 

    JPMorganChase

    Westlake Village, CA
    3 days ago
  •  ...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... 

    JPMorgan Chase & Co.

    Westlake Village, CA
    2 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Agoura, CA
    6 days ago
  • 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... 

    Acrisure

    Calabasas, CA
    4 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Calabasas, CA
    4 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    2 days ago
  •  ...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... 

    Rusnak Auto Group

    Westlake Village, CA
    3 days ago
  • 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 office
    Local area
    Day shift

    PrimeLending, A PlainsCapital Company

    Westlake Village, CA
    1 day ago
  • 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... 

    Aumni

    Thousand Oaks, CA
    4 days ago
  • 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... 

    Rusnak Auto Group

    Westlake Village, CA
    4 days ago
  • $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 time
    Work experience placement
    Local area

    Wells Fargo

    Woodland Hills, CA
    4 days ago
  •  ...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

    PrimeLending, A PlainsCapital Company

    Westlake Village, CA
    6 days ago
  • $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 work
    Freelance
    Local area
    Flexible hours

    Publicis Group

    Westlake Village, CA
    5 days ago
  • $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 time
    Work experience placement
    For subcontractor
    Work at office

    STEADFAST GENERAL CONTRACTORS INC

    Thousand Oaks, CA
    4 days ago
  • $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 employment
    Contract work
    Work experience placement
    Casual work
    Work at office
    Local area

    SolomonEdwards

    Moorpark, CA
    1 day ago
  • $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 time
    Contract work
    For contractors

    Northwestern Mutual

    Westlake Village, CA
    2 days ago
  •  ...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 work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Westlake Village, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker: Client Accounts & Loans Specialist. Be the first to apply!